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 $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital Research Global Investors

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

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

Geode Capital Management

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