Royce & Associates’s McDonald's MCD Stock Holding History

Royce & Associates’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 Q1	–	Sell	-2,000	Closed	-$395K	–	1178
2019 Q4	$395K	Sell	2,000 -3,000	-60%	-$595K	﹤0.01%	915
2019 Q3	$1.07M	Sell	5,000 -2,000	-29%	-$429K	0.01%	800
2019 Q2	$1.45M	Sell	7,000 -6,000	-46%	-$1.19M	0.01%	785
2019 Q1	$2.47M	Sell	13,000 -10,000	-43%	-$1.81M	0.02%	680
2018 Q4	$4.08M	Sell	23,000 -6,000	-21%	-$1.06M	0.04%	557
2018 Q3	$4.85M	Buy	29,000 +1,500	+5%	+$240K	0.03%	602
2018 Q2	$4.31M	Buy	27,500 +2,000	+8%	+$324K	0.03%	629
2018 Q1	$3.99M	Sell	25,500 -6,500	-20%	-$1.07M	0.03%	637
2017 Q4	$5.51M	Sell	32,000 -500	-2%	-$84K	0.04%	555
2017 Q3	$5.09M	Buy	32,500 +2,000	+7%	+$313K	0.03%	565
2017 Q2	$4.67M	Hold	30,500	–	–	0.03%	606
2017 Q1	$3.95M	Buy	30,500 +9,000	+42%	+$1.13M	0.03%	660
2016 Q4	$2.62M	Buy	21,500 +2,700	+14%	+$317K	0.02%	750
2016 Q3	$2.17M	Buy	+18,800	New	+$2.23M	0.01%	785

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royce & Associates's MCD Position: Q1 2020 in Review

Royce & Associates sold out of McDonald's (MCD) in Q1 2020, closing a stake of 2,000 shares — an estimated $395K sold.

Royce & Associates first reported a position in MCD in Q3 2016 and held it in 14 quarters. The position peaked at $5.51M in Q4 2017. 2,164 funds tracked by Wall St. Rank hold MCD as of Q1 2020.

Royce & Associates reported no remaining McDonald's position as of Q1 2020 after selling out during the quarter.
Royce & Associates sold 2,000 McDonald's shares in Q1 2020, an estimated $395K.
Royce & Associates first reported a position in McDonald's in Q3 2016 and held it in 14 quarters.
Royce & Associates's McDonald's position peaked at $5.51M in Q4 2017.
2,164 funds tracked by Wall St. Rank held McDonald's as of Q1 2020.

Based on Royce & Associates's 13F filing for Q1 2020, filed 12 May 2020.