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Sunflower Bank Wealth Management’s McDonald's MCD Stock Holding History

Sunflower Bank Wealth 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
2020
Q3 		$832K Sell
3,790
-145
-4% -$29.8K 0.28% 49
2020
Q2 		$726K Sell
3,935
-250
-6% -$45.8K 0.24% 54
2020
Q1 		$692K Sell
4,185
-235
-5% -$46.3K 0.26% 56
2019
Q4 		$873K Sell
4,420
-677
-13% -$134K 0.27% 57
2019
Q3 		$1.09M Sell
5,097
-213
-4% -$45.7K 0.35% 46
2019
Q2 		$1.1M Sell
5,310
-300
-5% -$59.4K 0.36% 42
2019
Q1 		$1.06M Sell
5,610
-255
-4% -$46.3K 0.32% 49
2018
Q4 		$1.04M Sell
5,865
-445
-7% -$78.9K 0.33% 46
2018
Q3 		$1.06M Sell
6,310
-820
-12% -$131K 0.3% 50
2018
Q2 		$1.12M Sell
7,130
-445
-6% -$72.2K 0.33% 46
2018
Q1 		$1.19M Sell
7,575
-105
-1% -$17.3K 0.33% 47
2017
Q4 		$1.32M Sell
7,680
-545
-7% -$91.5K 0.36% 44
2017
Q3 		$1.29M Sell
8,225
-5,035
-38% -$789K 0.47% 28
2017
Q2 		$2.03M Sell
13,260
-235
-2% -$34K 0.69% 29
2017
Q1 		$1.75M Buy
13,495
+370
+3% +$46.4K 0.6% 35
2016
Q4 		$1.6M Sell
13,125
-145
-1% -$17K 0.57% 35
2016
Q3 		$1.53M Sell
13,270
-535
-4% -$63.4K 0.56% 36
2016
Q2 		$1.66M Sell
13,805
-25
-0.2% -$3.13K 0.58% 36
2016
Q1 		$1.74M Sell
13,830
-1,065
-7% -$127K 0.62% 33
2015
Q4 		$1.76M Sell
14,895
-1,420
-9% -$159K 0.62% 33
2015
Q3 		$1.61M Buy
16,315
+1,040
+7% +$101K 0.59% 34
2015
Q2 		$1.45M Sell
15,275
-965
-6% -$93.3K 0.49% 37
2015
Q1 		$1.58M Buy
16,240
+14
+0.1% +$1.33K 0.52% 41
2014
Q4 		$1.52M Buy
16,226
+80
+0.5% +$7.49K 0.48% 39
2014
Q3 		$1.53M Buy
16,146
+2,880
+22% +$275K 0.52% 35
2014
Q2 		$1.34M Buy
13,266
+1,926
+17% +$194K 0.54% 39
2014
Q1 		$1.11M Buy
11,340
+691
+6% +$66.1K 0.54% 41
2013
Q4 		$1.03M Buy
10,649
+47
+0.4% +$4.52K 0.52% 39
2013
Q3 		$1.02M Buy
10,602
+2,892
+38% +$282K 0.55% 41
2013
Q2 		$763K Buy
+7,710
New +$772K 0.41% 44

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sunflower Bank Wealth Management's MCD Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its McDonald's (MCD) stake by 3.7% in Q3 2020, selling an estimated $29.8K and leaving 3,790 shares worth $832K. The position accounts for 0.28% of the portfolio, ranked #49.

Sunflower Bank Wealth Management first reported a position in MCD in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.03M in Q2 2017. 2,278 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

  • Sunflower Bank Wealth Management held 3,790 shares of McDonald's worth $832K as of Q3 2020.
  • Sunflower Bank Wealth Management sold 145 McDonald's shares in Q3 2020, an estimated $29.8K.
  • McDonald's made up 0.28% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #49 holding.
  • Sunflower Bank Wealth Management first reported a position in McDonald's in Q2 2013 and has held it in 30 quarters since.
  • Sunflower Bank Wealth Management's McDonald's position peaked at $2.03M in Q2 2017.
  • 2,278 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.