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Sowa Financial Group’s McDonald's MCD Stock Holding History

Sowa Financial Group’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
Q1 		– Sell
-280
Closed -$60K – 159
2020
Q4 		$60K Hold
280
– – 0.04% 120
2020
Q3 		$61K Hold
280
– – 0.04% 110
2020
Q2 		$52K Hold
280
– – 0.04% 119
2020
Q1 		$46K Hold
280
– – 0.04% 116
2019
Q4 		$55K Buy
+280
New +$55.5K 0.04% 116

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sowa Financial Group's MCD Position: Q1 2021 in Review

Sowa Financial Group sold out of McDonald's (MCD) in Q1 2021, closing a stake of 280 shares — an estimated $60K sold.

Sowa Financial Group first reported a position in MCD in Q4 2019 and held it in 5 quarters. The position peaked at $61K in Q3 2020. 2,494 funds tracked by Wall St. Rank hold MCD as of Q1 2021.

  • Sowa Financial Group reported no remaining McDonald's position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 280 McDonald's shares in Q1 2021, an estimated $60K.
  • Sowa Financial Group first reported a position in McDonald's in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's McDonald's position peaked at $61K in Q3 2020.
  • 2,494 funds tracked by Wall St. Rank held McDonald's as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.