Shine Investment Advisory Services’s McDonald's MCD Stock Holding History

Shine Investment Advisory Services’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 Q3	$136K	Buy	618 +1	+0.2%	+$205	0.05%	161
2020 Q2	$114K	Buy	617 +1	+0.2%	+$183	0.04%	175
2020 Q1	$102K	Buy	616 +2	+0.3%	+$394	0.05%	177
2019 Q4	$121K	Buy	614 +115	+23%	+$22.8K	0.05%	182
2019 Q3	$107K	Buy	499 +1	+0.2%	+$214	0.05%	170
2019 Q2	$103K	Buy	498 +1	+0.2%	+$198	0.05%	178
2019 Q1	$94K	Buy	497 +1	+0.2%	+$181	0.04%	199
2018 Q4	$88K	Buy	496 +2	+0.4%	+$355	0.04%	186
2018 Q3	$83K	Buy	494 +1	+0.2%	+$160	0.04%	214
2018 Q2	$77K	Buy	493 +1	+0.2%	+$162	0.04%	232
2018 Q1	$77K	Buy	492 +2	+0.4%	+$329	0.04%	219
2017 Q4	$84K	Buy	490 +1	+0.2%	+$168	0.04%	204
2017 Q3	$77K	Buy	489 +1	+0.2%	+$157	0.04%	215
2017 Q2	$75K	Buy	+488	New	+$70.5K	0.04%	195

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shine Investment Advisory Services's MCD Position: Q3 2020 in Review

Shine Investment Advisory Services increased its McDonald's (MCD) stake by 0.16% in Q3 2020, buying an estimated $205 and bringing the position to 618 shares worth $136K. The position accounts for 0.05% of the portfolio, ranked #161.

Shine Investment Advisory Services first reported a position in MCD in Q2 2017 and has held it in 14 quarters since. 2,279 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

Shine Investment Advisory Services held 618 shares of McDonald's worth $136K as of Q3 2020.
Shine Investment Advisory Services bought 1 McDonald's share in Q3 2020, an estimated $205.
McDonald's made up 0.05% of Shine Investment Advisory Services's portfolio in Q3 2020, its #161 holding.
Shine Investment Advisory Services first reported a position in McDonald's in Q2 2017 and has held it in 14 quarters since.
2,279 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.