Strategic Wealth Management Group’s McDonald's MCD Stock Holding History

Strategic Wealth Management 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 Q2	$1.35M	Sell	5,865 -781	-12%	-$182K	0.49%	29
2021 Q1	$1.49M	Buy	6,646 +639	+11%	+$137K	0.57%	27
2020 Q4	$1.29M	Sell	6,007 -63	-1%	-$13.7K	0.56%	26
2020 Q3	$1.33M	Buy	6,070 +123	+2%	+$25.3K	0.65%	27
2020 Q2	$1.1M	Sell	5,947 -14	-0.2%	-$2.57K	0.65%	24
2020 Q1	$986K	Buy	5,961 +85	+1%	+$16.7K	0.73%	23
2019 Q4	$1.16M	Buy	5,876 +46	+0.8%	+$9.13K	0.75%	24
2019 Q3	$1.25M	Buy	5,830 +8	+0.1%	+$1.72K	0.9%	22
2019 Q2	$1.21M	Buy	5,822 +1	+0%	+$198	0.92%	20
2019 Q1	$1.1M	Buy	5,821 +2	+0%	+$363	0.91%	21
2018 Q4	$1.03M	Buy	+5,819	New	+$1.03M	0.99%	19

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Wealth Management Group's MCD Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its McDonald's (MCD) stake by 12% in Q2 2021, selling an estimated $182K and leaving 5,865 shares worth $1.35M. The position accounts for 0.49% of the portfolio, ranked #29.

Strategic Wealth Management Group first reported a position in MCD in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.49M in Q1 2021. 2,526 funds tracked by Wall St. Rank hold MCD as of Q2 2021.

Strategic Wealth Management Group held 5,865 shares of McDonald's worth $1.35M as of Q2 2021.
Strategic Wealth Management Group sold 781 McDonald's shares in Q2 2021, an estimated $182K.
McDonald's made up 0.49% of Strategic Wealth Management Group's portfolio in Q2 2021, its #29 holding.
Strategic Wealth Management Group first reported a position in McDonald's in Q4 2018 and has held it in 11 quarters since.
Strategic Wealth Management Group's McDonald's position peaked at $1.49M in Q1 2021.
2,526 funds tracked by Wall St. Rank held McDonald's as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.