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Rikoon Group’s McDonald's MCD Stock Holding History

Rikoon Group’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$1.54M Sell
6,862
-1,051
-13% -$225K 0.41% 53
2020
Q4 		$1.7M Sell
7,913
-196
-2% -$42.6K 0.47% 44
2020
Q3 		$1.78M Buy
8,109
+1
+0% +$205 0.55% 40
2020
Q2 		$1.5M Buy
8,108
+588
+8% +$108K 0.5% 46
2020
Q1 		$1.24M Buy
7,520
+641
+9% +$126K 0.51% 46
2019
Q4 		$1.36M Buy
6,879
+11
+0.2% +$2.18K 0.47% 54
2019
Q3 		$1.48M Buy
6,868
+1
+0% +$214 0.55% 46
2019
Q2 		$1.43M Buy
6,867
+1
+0% +$198 0.53% 46
2019
Q1 		$1.3M Sell
6,866
-16
-0.2% -$2.9K 0.49% 52
2018
Q4 		$1.22M Sell
6,882
-15
-0.2% -$2.66K 0.51% 49
2018
Q3 		$1.15M Buy
6,897
+60
+0.9% +$9.62K 0.41% 64
2018
Q2 		$1.07M Buy
6,837
+433
+7% +$70.2K 0.41% 65
2018
Q1 		$1.01M Buy
6,404
+2,855
+80% +$470K 0.41% 66
2017
Q4 		$611K Buy
3,549
+1
+0% +$168 0.25% 96
2017
Q3 		$556K Sell
3,548
-235
-6% -$36.8K 0.24% 99
2017
Q2 		$579K Buy
3,783
+1
+0% +$145 0.26% 97
2017
Q1 		$529K Buy
3,782
+1
+0% +$125 0.23% 103
2016
Q4 		$475K Buy
3,781
+1,986
+111% +$233K 0.21% 108
2016
Q3 		$207K Buy
+1,795
New +$213K 0.16% 130

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rikoon Group's MCD Position: Q1 2021 in Review

Rikoon Group reduced its McDonald's (MCD) stake by 13% in Q1 2021, selling an estimated $225K and leaving 6,862 shares worth $1.54M. The position accounts for 0.41% of the portfolio, ranked #53.

Rikoon Group first reported a position in MCD in Q3 2016 and has held it in 19 quarters since. The position peaked at $1.78M in Q3 2020. 2,495 funds tracked by Wall St. Rank hold MCD as of Q1 2021.

  • Rikoon Group held 6,862 shares of McDonald's worth $1.54M as of Q1 2021.
  • Rikoon Group sold 1,051 McDonald's shares in Q1 2021, an estimated $225K.
  • McDonald's made up 0.41% of Rikoon Group's portfolio in Q1 2021, its #53 holding.
  • Rikoon Group first reported a position in McDonald's in Q3 2016 and has held it in 19 quarters since.
  • Rikoon Group's McDonald's position peaked at $1.78M in Q3 2020.
  • 2,495 funds tracked by Wall St. Rank held McDonald's as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.