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Sullivan, Bruyette, Speros & Blaney’s McDonald's MCD Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 		$2.44M Buy
10,870
+966
+10% +$207K 0.11% 56
2020
Q4 		$2.13M Buy
9,904
+226
+2% +$49.1K 0.1% 60
2020
Q3 		$2.12M Buy
9,678
+243
+3% +$49.9K 0.12% 55
2020
Q2 		$1.74M Sell
9,435
-653
-6% -$120K 0.11% 53
2020
Q1 		$1.67M Sell
10,088
-237
-2% -$46.7K 0.12% 53
2019
Q4 		$2.04M Buy
10,325
+67
+0.7% +$13.3K 0.11% 47
2019
Q3 		$2.2M Buy
10,258
+125
+1% +$26.8K 0.13% 42
2019
Q2 		$2.1M Buy
10,133
+339
+3% +$67.1K 0.13% 45
2019
Q1 		$1.86M Sell
9,794
-221
-2% -$40.1K 0.11% 46
2018
Q4 		$1.78M Sell
10,015
-74
-0.7% -$13.1K 0.12% 42
2018
Q3 		$1.69M Sell
10,089
-167
-2% -$26.8K 0.15% 32
2018
Q2 		$1.61M Sell
10,256
-355
-3% -$57.6K 0.15% 35
2018
Q1 		$1.66M Buy
10,611
+1,003
+10% +$165K 0.16% 34
2017
Q4 		$1.65M Buy
9,608
+791
+9% +$133K 0.16% 37
2017
Q3 		$1.38M Buy
8,817
+817
+10% +$128K 0.14% 40
2017
Q2 		$1.23M Buy
8,000
+73
+0.9% +$10.6K 0.12% 44
2017
Q1 		$1.03M Buy
7,927
+34
+0.4% +$4.27K 0.1% 47
2016
Q4 		$961K Buy
7,893
+79
+1% +$9.26K 0.1% 48
2016
Q3 		$901K Buy
7,814
+236
+3% +$28K 0.09% 50
2016
Q2 		$912K Buy
+7,578
New +$949K 0.1% 48

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

Sullivan, Bruyette, Speros & Blaney's MCD Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney increased its McDonald's (MCD) stake by 9.8% in Q1 2021, buying an estimated $207K and bringing the position to 10,870 shares worth $2.44M. The position accounts for 0.11% of the portfolio, ranked #56.

Sullivan, Bruyette, Speros & Blaney first reported a position in MCD in Q2 2016 and has held it in 20 quarters since. 2,495 funds tracked by Wall St. Rank hold MCD as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 10,870 shares of McDonald's worth $2.44M as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney bought 966 McDonald's shares in Q1 2021, an estimated $207K.
  • McDonald's made up 0.11% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #56 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in McDonald's in Q2 2016 and has held it in 20 quarters since.
  • 2,495 funds tracked by Wall St. Rank held McDonald's as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.