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

Sterling 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
2021
Q1 		– Sell
-4,930
Closed -$1.06M – 58
2020
Q4 		$1.06M Sell
4,930
-1,317
-21% -$286K 0.75% 39
2020
Q3 		$1.37M Buy
6,247
+1,717
+38% +$353K 1.02% 32
2020
Q2 		$836K Sell
4,530
-4,856
-52% -$890K 0.65% 42
2020
Q1 		$1.55M Sell
9,386
-4,037
-30% -$795K 1.35% 25
2019
Q4 		$2.65M Sell
13,423
-98
-0.7% -$19.4K 1.76% 18
2019
Q3 		$2.9M Buy
13,521
+519
+4% +$111K 2.12% 14
2019
Q2 		$2.7M Sell
13,002
-382
-3% -$75.7K 2.09% 13
2019
Q1 		$2.54M Sell
13,384
-759
-5% -$138K 1.97% 17
2018
Q4 		$2.51M Sell
14,143
-484
-3% -$85.8K 2.1% 16
2018
Q3 		$2.45M Sell
14,627
-140
-0.9% -$22.4K 1.78% 16
2018
Q2 		$2.31M Buy
14,767
+1,667
+13% +$270K 1.79% 17
2018
Q1 		$2.05M Buy
13,100
+1,718
+15% +$283K 1.65% 20
2017
Q4 		$1.96M Buy
11,382
+48
+0.4% +$8.06K 2.09% 20
2017
Q3 		$1.78M Sell
11,334
-494
-4% -$77.4K 2.41% 18
2017
Q2 		$1.81M Buy
11,828
+342
+3% +$49.4K 2.39% 18
2017
Q1 		$1.49M Buy
11,486
+536
+5% +$67.3K 2.08% 21
2016
Q4 		$1.33M Buy
+10,950
New +$1.28M 1.9% 26

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

Sterling Investment Management's MCD Position: Q1 2021 in Review

Sterling Investment Management sold out of McDonald's (MCD) in Q1 2021, closing a stake of 4,930 shares — an estimated $1.06M sold.

Sterling Investment Management first reported a position in MCD in Q4 2016 and held it in 17 quarters. The position peaked at $2.9M in Q3 2019. 2,494 funds tracked by Wall St. Rank hold MCD as of Q1 2021.

  • Sterling Investment Management reported no remaining McDonald's position as of Q1 2021 after selling out during the quarter.
  • Sterling Investment Management sold 4,930 McDonald's shares in Q1 2021, an estimated $1.06M.
  • Sterling Investment Management first reported a position in McDonald's in Q4 2016 and held it in 17 quarters.
  • Sterling Investment Management's McDonald's position peaked at $2.9M in Q3 2019.
  • 2,494 funds tracked by Wall St. Rank held McDonald's as of Q1 2021.

Based on Sterling Investment Management's 13F filing for Q1 2021, filed 19 Apr 2021.