Sharkey, Howes & Javer’s McDonald's MCD Stock Holding History

Sharkey, Howes & Javer’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 Q3	–	Sell	-340	Closed	-$71K	–	120
2019 Q2	$71K	Hold	340	–	–	0.03%	99
2019 Q1	$65K	Hold	340	–	–	0.03%	100
2018 Q4	$60K	Hold	340	–	–	0.04%	97
2018 Q3	$57K	Hold	340	–	–	0.03%	107
2018 Q2	$53K	Hold	340	–	–	0.03%	100
2018 Q1	$53K	Hold	340	–	–	0.03%	90
2017 Q4	$59K	Hold	340	–	–	0.03%	82
2017 Q3	$55K	Hold	340	–	–	0.03%	86
2017 Q2	$52K	Hold	340	–	–	0.03%	82
2017 Q1	$44K	Hold	340	–	–	0.02%	96
2016 Q4	$41K	Hold	340	–	–	0.02%	104
2016 Q3	$39K	Hold	340	–	–	0.02%	106
2016 Q2	$41K	Hold	340	–	–	0.03%	101
2016 Q1	$43K	Hold	340	–	–	0.03%	97
2015 Q4	$40K	Hold	340	–	–	0.03%	110
2015 Q3	$33K	Hold	340	–	–	0.03%	130
2015 Q2	$32K	Hold	340	–	–	0.02%	119
2015 Q1	$33K	Buy	+340	New	+$32.3K	0.02%	131

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Sharkey, Howes & Javer's MCD Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of McDonald's (MCD) in Q3 2019, closing a stake of 340 shares — an estimated $71K sold.

Sharkey, Howes & Javer first reported a position in MCD in Q1 2015 and held it in 18 quarters. The position peaked at $71K in Q2 2019. 2,091 funds tracked by Wall St. Rank hold MCD as of Q3 2019.

Sharkey, Howes & Javer reported no remaining McDonald's position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 340 McDonald's shares in Q3 2019, an estimated $71K.
Sharkey, Howes & Javer first reported a position in McDonald's in Q1 2015 and held it in 18 quarters.
Sharkey, Howes & Javer's McDonald's position peaked at $71K in Q2 2019.
2,091 funds tracked by Wall St. Rank held McDonald's as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.