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SVA Wealth Management’s McDonald's MCD Stock Holding History

SVA 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
Q4 		$1.95M Sell
9,081
-112
-1% -$24.4K 0.17% 97
2020
Q3 		$2.02M Sell
9,193
-593
-6% -$122K 0.2% 95
2020
Q2 		$1.8M Sell
9,786
-170
-2% -$31.2K 0.19% 97
2020
Q1 		$1.65M Sell
9,956
-860
-8% -$169K 0.19% 92
2019
Q4 		$2.14M Sell
10,816
-130
-1% -$25.8K 0.2% 94
2019
Q3 		$2.35M Buy
10,946
+418
+4% +$89.6K 0.23% 88
2019
Q2 		$2.19M Sell
10,528
-108
-1% -$21.4K 0.22% 89
2019
Q1 		$2.02M Sell
10,636
-398
-4% -$72.2K 0.2% 94
2018
Q4 		$1.96M Sell
11,034
-1,164
-10% -$206K 0.22% 91
2018
Q3 		$2.04M Sell
12,198
-125
-1% -$20K 0.21% 90
2018
Q2 		$1.93M Sell
12,323
-850
-6% -$138K 0.21% 93
2018
Q1 		$2.06M Buy
13,173
+234
+2% +$38.5K 0.26% 89
2017
Q4 		$2.23M Sell
12,939
-234
-2% -$39.3K 0.26% 87
2017
Q3 		$2.06M Sell
13,173
-207
-2% -$32.4K 0.26% 89
2017
Q2 		$2.05M Sell
13,380
-409
-3% -$59.1K 0.27% 87
2017
Q1 		$1.79M Sell
13,789
-18,529
-57% -$2.32M 0.24% 89
2016
Q4 		$3.93M Buy
32,318
+546
+2% +$64K 0.59% 56
2016
Q3 		$3.67M Buy
31,772
+2,193
+7% +$260K 0.57% 55
2016
Q2 		$3.56M Sell
29,579
-381
-1% -$47.7K 0.58% 54
2016
Q1 		$3.77M Sell
29,960
-2,399
-7% -$287K 0.62% 51
2015
Q4 		$3.82M Buy
32,359
+308
+1% +$34.4K 0.66% 49
2015
Q3 		$3.16M Buy
32,051
+1,585
+5% +$154K 0.59% 58
2015
Q2 		$2.9M Sell
30,466
-214
-0.7% -$20.7K 0.53% 63
2015
Q1 		$2.99M Buy
30,680
+15,480
+102% +$1.47M 0.55% 64
2014
Q4 		$1.42M Buy
15,200
+632
+4% +$59.2K 0.52% 44
2014
Q3 		$1.38M Buy
14,568
+1,251
+9% +$119K 0.59% 42
2014
Q2 		$1.34M Buy
13,317
+224
+2% +$22.6K 0.57% 45
2014
Q1 		$1.28M Buy
13,093
+2,374
+22% +$227K 0.61% 42
2013
Q4 		$1.04M Buy
+10,719
New +$1.03M 0.62% 44

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

SVA Wealth Management's MCD Position: Q4 2020 in Review

SVA Wealth Management reduced its McDonald's (MCD) stake by 1.2% in Q4 2020, selling an estimated $24.4K and leaving 9,081 shares worth $1.95M. The position accounts for 0.17% of the portfolio, ranked #97.

SVA Wealth Management first reported a position in MCD in Q4 2013 and has held it in 29 quarters since. The position peaked at $3.93M in Q4 2016. 2,462 funds tracked by Wall St. Rank hold MCD as of Q4 2020.

  • SVA Wealth Management held 9,081 shares of McDonald's worth $1.95M as of Q4 2020.
  • SVA Wealth Management sold 112 McDonald's shares in Q4 2020, an estimated $24.4K.
  • McDonald's made up 0.17% of SVA Wealth Management's portfolio in Q4 2020, its #97 holding.
  • SVA Wealth Management first reported a position in McDonald's in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's McDonald's position peaked at $3.93M in Q4 2016.
  • 2,462 funds tracked by Wall St. Rank held McDonald's as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.