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Spark Investment Management’s McDonald's MCD Stock Holding History

Spark Investment 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
2020
Q1 		– Sell
-8,300
Closed -$1.64M – 470
2019
Q4 		$1.64M Sell
8,300
-5,700
-41% -$1.13M 0.19% 158
2019
Q3 		$3M Hold
14,000
– – 0.38% 85
2019
Q2 		$2.91M Buy
+14,000
New +$2.77M 0.2% 159

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spark Investment Management's MCD Position: Q1 2020 in Review

Spark Investment Management sold out of McDonald's (MCD) in Q1 2020, closing a stake of 8,300 shares — an estimated $1.64M sold.

Spark Investment Management first reported a position in MCD in Q2 2019 and held it in 3 quarters. The position peaked at $3M in Q3 2019. 2,165 funds tracked by Wall St. Rank hold MCD as of Q1 2020.

  • Spark Investment Management reported no remaining McDonald's position as of Q1 2020 after selling out during the quarter.
  • Spark Investment Management sold 8,300 McDonald's shares in Q1 2020, an estimated $1.64M.
  • Spark Investment Management first reported a position in McDonald's in Q2 2019 and held it in 3 quarters.
  • Spark Investment Management's McDonald's position peaked at $3M in Q3 2019.
  • 2,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2020.

Based on Spark Investment Management's 13F filing for Q1 2020, filed 12 May 2020.