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Squar Milner Financial Services’s McDonald's MCD Stock Holding History

Squar Milner Financial Services’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
Q3 		– Sell
-2,436
Closed -$449K – 112
2020
Q2 		$449K Buy
2,436
+250
+11% +$45.8K 0.26% 105
2020
Q1 		$361K Sell
2,186
-46
-2% -$9.06K 0.22% 104
2019
Q4 		$441K Sell
2,232
-227
-9% -$45K 0.22% 103
2019
Q3 		$540K Buy
2,459
+1,111
+82% +$238K 0.28% 93
2019
Q2 		$280K Buy
1,348
+1,060
+368% +$210K 0.19% 128
2019
Q1 		$54K Hold
288
– – 0.04% 313
2018
Q4 		$51K Buy
288
+153
+113% +$27.1K 0.05% 289
2018
Q3 		$23K Sell
135
-1,562
-92% -$250K 0.02% 399
2018
Q2 		$266K Buy
1,697
+102
+6% +$16.5K 0.23% 115
2018
Q1 		$249K Hold
1,595
– – 0.31% 114
2017
Q4 		$284K Buy
+1,595
New +$268K 0.34% 102

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Squar Milner Financial Services's MCD Position: Q3 2020 in Review

Squar Milner Financial Services sold out of McDonald's (MCD) in Q3 2020, closing a stake of 2,436 shares — an estimated $449K sold.

Squar Milner Financial Services first reported a position in MCD in Q4 2017 and held it in 11 quarters. The position peaked at $540K in Q3 2019. 2,279 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

  • Squar Milner Financial Services reported no remaining McDonald's position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 2,436 McDonald's shares in Q3 2020, an estimated $449K.
  • Squar Milner Financial Services first reported a position in McDonald's in Q4 2017 and held it in 11 quarters.
  • Squar Milner Financial Services's McDonald's position peaked at $540K in Q3 2019.
  • 2,279 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.