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ShoreHaven Wealth Partners’s McDonald's MCD Stock Holding History

ShoreHaven Wealth Partners’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
-527
Closed -$118K – 169
2021
Q1 		$118K Buy
527
+74
+16% +$15.8K 0.06% 77
2020
Q4 		$97K Buy
+453
New +$98.5K 0.05% 78

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ShoreHaven Wealth Partners's MCD Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of McDonald's (MCD) in Q2 2021, closing a stake of 527 shares — an estimated $118K sold.

ShoreHaven Wealth Partners first reported a position in MCD in Q4 2020 and held it in 2 quarters. The position peaked at $118K in Q1 2021. 2,528 funds tracked by Wall St. Rank hold MCD as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining McDonald's position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 527 McDonald's shares in Q2 2021, an estimated $118K.
  • ShoreHaven Wealth Partners first reported a position in McDonald's in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's McDonald's position peaked at $118K in Q1 2021.
  • 2,528 funds tracked by Wall St. Rank held McDonald's as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.