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Sound View Wealth Advisors’s McDonald's MCD Stock Holding History

Sound View Wealth Advisors’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
Q1 		$5.48M Sell
28,871
-727
-2% -$132K 1.72% 8
2018
Q4 		$5.26M Buy
+29,598
New +$5.25M 1.91% 7

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sound View Wealth Advisors's MCD Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its McDonald's (MCD) stake by 2.5% in Q1 2019, selling an estimated $132K and leaving 28,871 shares worth $5.48M. The position accounts for 1.72% of the portfolio, ranked #8.

Sound View Wealth Advisors first reported a position in MCD in Q4 2018 and has held it in 2 quarters since. 2,048 funds tracked by Wall St. Rank hold MCD as of Q1 2019.

  • Sound View Wealth Advisors held 28,871 shares of McDonald's worth $5.48M as of Q1 2019.
  • Sound View Wealth Advisors sold 727 McDonald's shares in Q1 2019, an estimated $132K.
  • McDonald's made up 1.72% of Sound View Wealth Advisors's portfolio in Q1 2019, its #8 holding.
  • Sound View Wealth Advisors first reported a position in McDonald's in Q4 2018 and has held it in 2 quarters since.
  • 2,048 funds tracked by Wall St. Rank held McDonald's as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.