South Texas Money Management’s McDonald's MCD Stock Holding History

South Texas Money Management’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	$488K	Buy	2,273 +744	+49%	+$160K	0.02%	220
2019 Q2	$318K	Buy	1,529 +64	+4%	+$12.7K	0.01%	175
2019 Q1	$278K	Sell	1,465 -243	-14%	-$44.1K	0.01%	185
2018 Q4	$303K	Buy	1,708 +24	+1%	+$4.26K	0.01%	174
2018 Q3	$282K	Sell	1,684 -1,164	-41%	-$187K	0.01%	186
2018 Q2	$446K	Sell	2,848 -761	-21%	-$123K	0.02%	157
2018 Q1	$564K	Sell	3,609 -400	-10%	-$65.8K	0.03%	150
2017 Q4	$690K	Sell	4,009 -17	-0.4%	-$2.85K	0.03%	126
2017 Q3	$631K	Sell	4,026 -185	-4%	-$29K	0.03%	134
2017 Q2	$645K	Buy	4,211 +51	+1%	+$7.37K	0.03%	130
2017 Q1	$539K	Buy	4,160 +329	+9%	+$41.3K	0.03%	140
2016 Q4	$466K	Buy	3,831 +603	+19%	+$70.7K	0.02%	144
2016 Q3	$372K	Sell	3,228 -132	-4%	-$15.6K	0.02%	151
2016 Q2	$404K	Buy	3,360 +145	+5%	+$18.2K	0.02%	142
2016 Q1	$404K	Buy	+3,215	New	+$384K	0.02%	146

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

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

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

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

South Texas Money Management's MCD Position: Q3 2019 in Review

South Texas Money Management increased its McDonald's (MCD) stake by 49% in Q3 2019, buying an estimated $160K and bringing the position to 2,273 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #220.

South Texas Money Management first reported a position in MCD in Q1 2016 and has held it in 15 quarters since. The position peaked at $690K in Q4 2017. 2,091 funds tracked by Wall St. Rank hold MCD as of Q3 2019.

South Texas Money Management held 2,273 shares of McDonald's worth $488K as of Q3 2019.
South Texas Money Management bought 744 McDonald's shares in Q3 2019, an estimated $160K.
McDonald's made up 0.02% of South Texas Money Management's portfolio in Q3 2019, its #220 holding.
South Texas Money Management first reported a position in McDonald's in Q1 2016 and has held it in 15 quarters since.
South Texas Money Management's McDonald's position peaked at $690K in Q4 2017.
2,091 funds tracked by Wall St. Rank held McDonald's as of Q3 2019.

Based on South Texas Money Management's 13F filing for Q3 2019, filed 13 Nov 2019.