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Stratford Consulting’s McDonald's MCD Stock Holding History

Stratford Consulting’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 		$331K Hold
1,999
– – 0.15% 45
2019
Q4 		$395K Hold
1,999
– – 0.13% 39
2019
Q3 		$429K Hold
1,999
– – 0.15% 37
2019
Q2 		$415K Hold
1,999
– – 0.15% 35
2019
Q1 		$380K Hold
1,999
– – 0.14% 39
2018
Q4 		$355K Sell
1,999
-785
-28% -$139K 0.14% 40
2018
Q3 		$466K Sell
2,784
-636
-19% -$102K 0.17% 34
2018
Q2 		$536K Sell
3,420
-1,297
-27% -$210K 0.2% 33
2018
Q1 		$738K Sell
4,717
-827
-15% -$136K 0.28% 26
2017
Q4 		$954K Sell
5,544
-1,244
-18% -$209K 0.34% 23
2017
Q3 		$1.06M Sell
6,788
-1,800
-21% -$282K 0.4% 23
2017
Q2 		$1.31M Sell
8,588
-1,062
-11% -$153K 0.56% 20
2017
Q1 		$1.25M Sell
9,650
-661
-6% -$82.9K 0.5% 23
2016
Q4 		$1.25M Sell
10,311
-755
-7% -$88.5K 0.54% 23
2016
Q3 		$1.28M Hold
11,066
– – 0.57% 22
2016
Q2 		$1.33M Hold
11,066
– – 0.6% 23
2016
Q1 		$1.39M Hold
11,066
– – 0.65% 23
2015
Q4 		$1.31M Buy
11,066
+1
+0% +$112 0.68% 22
2015
Q3 		$1.09M Buy
11,065
+96
+0.9% +$9.35K 0.58% 21
2015
Q2 		$1.04M Sell
10,969
-168
-2% -$16.3K 0.52% 21
2015
Q1 		$1.08M Buy
11,137
+95
+0.9% +$9.01K 0.53% 21
2014
Q4 		$1.03M Buy
11,042
+100
+0.9% +$9.36K 0.53% 21
2014
Q3 		$1.04M Buy
10,942
+93
+0.9% +$8.87K 0.56% 21
2014
Q2 		$1.09M Buy
10,849
+84
+0.8% +$8.48K 0.57% 20
2014
Q1 		$1.05M Buy
10,765
+86
+0.8% +$8.22K 0.57% 21
2013
Q4 		$1.04M Buy
10,679
+87
+0.8% +$8.36K 0.59% 20
2013
Q3 		$1.02M Buy
10,592
+81
+0.8% +$7.91K 0.62% 22
2013
Q2 		$1.04M Buy
+10,511
New +$1.05M 0.64% 24

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stratford Consulting's MCD Position: Q1 2020 in Review

Stratford Consulting held its McDonald's (MCD) position steady in Q1 2020 at 1,999 shares worth $331K. The position accounts for 0.15% of the portfolio, ranked #45.

Stratford Consulting first reported a position in MCD in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.39M in Q1 2016. 2,164 funds tracked by Wall St. Rank hold MCD as of Q1 2020.

  • Stratford Consulting held 1,999 shares of McDonald's worth $331K as of Q1 2020.
  • Stratford Consulting left its McDonald's share count unchanged in Q1 2020.
  • McDonald's made up 0.15% of Stratford Consulting's portfolio in Q1 2020, its #45 holding.
  • Stratford Consulting first reported a position in McDonald's in Q2 2013 and has held it in 28 quarters since.
  • Stratford Consulting's McDonald's position peaked at $1.39M in Q1 2016.
  • 2,164 funds tracked by Wall St. Rank held McDonald's as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.