Ruggie Capital Group’s McDonald's MCD Stock Holding History

Ruggie Capital 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
2019 Q1	–	Sell	-156	Closed	-$28K	–	329
2018 Q4	$28K	Buy	156 +151	+3,020%	+$26.8K	0.01%	222
2018 Q3	$1K	Hold	5	–	–	﹤0.01%	225
2018 Q2	$1K	Hold	5	–	–	﹤0.01%	313
2018 Q1	$1K	Sell	5 -82	-94%	-$13.5K	﹤0.01%	273
2017 Q4	$15K	Buy	87 +82	+1,640%	+$13.8K	0.01%	200
2017 Q3	$1K	Hold	5	–	–	﹤0.01%	238
2017 Q2	$1K	Hold	5	–	–	﹤0.01%	261
2017 Q1	$1K	Buy	+5	New	+$627	﹤0.01%	241
2016 Q4	–	Sell	-38	Closed	-$4K	–	171
2016 Q3	$4K	Hold	38	–	–	﹤0.01%	155
2016 Q2	$5K	Hold	38	–	–	﹤0.01%	170
2016 Q1	$5K	Buy	+38	New	+$4.54K	0.01%	140
2015 Q4	–	Sell	-30	Closed	-$3K	–	109
2015 Q3	$3K	Sell	30 -234	-89%	-$22.8K	﹤0.01%	180
2015 Q2	$25K	Buy	264 +239	+956%	+$23.1K	0.02%	126
2015 Q1	$2K	Sell	25 -158	-86%	-$15K	﹤0.01%	222
2014 Q4	$17K	Buy	+183	New	+$17.1K	0.02%	130

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ruggie Capital Group's MCD Position: Q1 2019 in Review

Ruggie Capital Group sold out of McDonald's (MCD) in Q1 2019, closing a stake of 156 shares — an estimated $28K sold.

Ruggie Capital Group first reported a position in MCD in Q4 2014 and held it in 15 quarters. The position peaked at $28K in Q4 2018. 2,048 funds tracked by Wall St. Rank hold MCD as of Q1 2019.

Ruggie Capital Group reported no remaining McDonald's position as of Q1 2019 after selling out during the quarter.
Ruggie Capital Group sold 156 McDonald's shares in Q1 2019, an estimated $28K.
Ruggie Capital Group first reported a position in McDonald's in Q4 2014 and held it in 15 quarters.
Ruggie Capital Group's McDonald's position peaked at $28K in Q4 2018.
2,048 funds tracked by Wall St. Rank held McDonald's as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.