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Sage Financial Management Group’s McDonald's MCD Stock Holding History

Sage Financial Management 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
Q2 		– Sell
-65
Closed -$15K – 80
2021
Q1 		$15K Buy
+65
New +$13.9K 0.01% 90

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sage Financial Management Group's MCD Position: Q2 2021 in Review

Sage Financial Management Group sold out of McDonald's (MCD) in Q2 2021, closing a stake of 65 shares — an estimated $15K sold.

Sage Financial Management Group first reported a position in MCD in Q1 2021 and held it in 1 quarter. The position peaked at $15K in Q1 2021. 2,526 funds tracked by Wall St. Rank hold MCD as of Q2 2021.

  • Sage Financial Management Group reported no remaining McDonald's position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 65 McDonald's shares in Q2 2021, an estimated $15K.
  • Sage Financial Management Group first reported a position in McDonald's in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's McDonald's position peaked at $15K in Q1 2021.
  • 2,526 funds tracked by Wall St. Rank held McDonald's as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.