Swift Run Capital Management’s McDonald's MCD Stock Holding History

Swift Run Capital 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 Q2	–	Sell	-3,000	Closed	-$496K	–	59
2020 Q1	$496K	Hold	3,000	–	–	0.7%	33
2019 Q4	$593K	Hold	3,000	–	–	0.78%	18
2019 Q3	$644K	Hold	3,000	–	–	0.6%	22
2019 Q2	$623K	Hold	3,000	–	–	0.57%	23
2019 Q1	$570K	Hold	3,000	–	–	0.53%	23
2018 Q4	$533K	Hold	3,000	–	–	0.56%	21
2018 Q3	$502K	Hold	3,000	–	–	0.44%	25
2018 Q2	$470K	Hold	3,000	–	–	0.41%	27
2018 Q1	$469K	Hold	3,000	–	–	0.34%	33
2017 Q4	$516K	Hold	3,000	–	–	0.32%	31
2017 Q3	$470K	Hold	3,000	–	–	0.25%	38
2017 Q2	$459K	Hold	3,000	–	–	0.26%	34
2017 Q1	$389K	Hold	3,000	–	–	0.23%	40
2016 Q4	$365K	Hold	3,000	–	–	0.22%	39
2016 Q3	$346K	Hold	3,000	–	–	0.2%	46
2016 Q2	$361K	Hold	3,000	–	–	0.23%	44
2016 Q1	$377K	Hold	3,000	–	–	0.23%	42
2015 Q4	$354K	Sell	3,000 -200	-6%	-$22.4K	0.21%	40
2015 Q3	$315K	Hold	3,200	–	–	0.16%	41
2015 Q2	$304K	Hold	3,200	–	–	0.13%	48
2015 Q1	$312K	Buy	+3,200	New	+$304K	0.14%	49
2014 Q4	–	Sell	-3,200	Closed	-$303K	–	52
2014 Q3	$303K	Hold	3,200	–	–	0.16%	42
2014 Q2	$322K	Hold	3,200	–	–	0.14%	41
2014 Q1	$314K	Buy	+3,200	New	+$306K	0.17%	40

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Swift Run Capital Management's MCD Position: Q2 2020 in Review

Swift Run Capital Management sold out of McDonald's (MCD) in Q2 2020, closing a stake of 3,000 shares — an estimated $496K sold.

Swift Run Capital Management first reported a position in MCD in Q1 2014 and held it in 24 quarters. The position peaked at $644K in Q3 2019. 2,213 funds tracked by Wall St. Rank hold MCD as of Q2 2020.

Swift Run Capital Management reported no remaining McDonald's position as of Q2 2020 after selling out during the quarter.
Swift Run Capital Management sold 3,000 McDonald's shares in Q2 2020, an estimated $496K.
Swift Run Capital Management first reported a position in McDonald's in Q1 2014 and held it in 24 quarters.
Swift Run Capital Management's McDonald's position peaked at $644K in Q3 2019.
2,213 funds tracked by Wall St. Rank held McDonald's as of Q2 2020.

Based on Swift Run Capital Management's 13F filing for Q2 2020, filed 13 Aug 2020.