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Rowland Carmichael Advisors’s McDonald's MCD Stock Holding History

Rowland Carmichael Advisors’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
2020
Q4 		$511K Buy
2,383
+13
+0.5% +$2.83K 0.16% 138
2020
Q3 		$520K Buy
2,370
+29
+1% +$5.95K 0.2% 122
2020
Q2 		$432K Sell
2,341
-1,420
-38% -$260K 0.18% 137
2020
Q1 		$622K Sell
3,761
-1,653
-31% -$326K 0.32% 87
2019
Q4 		$1.07M Buy
5,414
+3
+0.1% +$595 0.37% 52
2019
Q3 		$1.16M Buy
5,411
+85
+2% +$18.2K 0.4% 48
2019
Q2 		$1.11M Buy
5,326
+63
+1% +$12.5K 0.38% 54
2019
Q1 		$999K Sell
5,263
-650
-11% -$118K 0.37% 58
2018
Q4 		$1.05M Sell
5,913
-468
-7% -$83K 0.46% 35
2018
Q3 		$1.07M Sell
6,381
-212
-3% -$34K 0.41% 53
2018
Q2 		$1.03M Sell
6,593
-344
-5% -$55.8K 0.44% 46
2018
Q1 		$1.08M Buy
6,937
+6
+0.1% +$987 0.59% 36
2017
Q4 		$1.19M Sell
6,931
-327
-5% -$54.9K 0.61% 35
2017
Q3 		$1.14M Sell
7,258
-52
-0.7% -$8.15K 0.63% 34
2017
Q2 		$1.12M Buy
7,310
+290
+4% +$41.9K 0.65% 30
2017
Q1 		$910K Sell
7,020
-1,139
-14% -$143K 0.55% 48
2016
Q4 		$993K Sell
8,159
-321
-4% -$37.6K 0.59% 46
2016
Q3 		$978K Buy
8,480
+398
+5% +$47.2K 0.62% 51
2016
Q2 		$973K Buy
8,082
+350
+5% +$43.8K 0.61% 51
2016
Q1 		$972K Buy
+7,732
New +$924K 0.9% 26

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Rowland Carmichael Advisors's MCD Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its McDonald's (MCD) stake by 0.55% in Q4 2020, buying an estimated $2.83K and bringing the position to 2,383 shares worth $511K. The position accounts for 0.16% of the portfolio, ranked #138.

Rowland Carmichael Advisors first reported a position in MCD in Q1 2016 and has held it in 20 quarters since. The position peaked at $1.19M in Q4 2017. 2,462 funds tracked by Wall St. Rank hold MCD as of Q4 2020.

  • Rowland Carmichael Advisors held 2,383 shares of McDonald's worth $511K as of Q4 2020.
  • Rowland Carmichael Advisors bought 13 McDonald's shares in Q4 2020, an estimated $2.83K.
  • McDonald's made up 0.16% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #138 holding.
  • Rowland Carmichael Advisors first reported a position in McDonald's in Q1 2016 and has held it in 20 quarters since.
  • Rowland Carmichael Advisors's McDonald's position peaked at $1.19M in Q4 2017.
  • 2,462 funds tracked by Wall St. Rank held McDonald's as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.