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TCG Advisors’s McDonald's MCD Stock Holding History

TCG Advisors’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 		– Sell
-7,170
Closed -$1.32M – 77
2020
Q2 		$1.32M Buy
7,170
+1,118
+18% +$205K 0.73% 44
2020
Q1 		$1M Sell
6,052
-4,592
-43% -$905K 0.82% 43
2019
Q4 		$2.1M Buy
10,644
+1,559
+17% +$309K 1.26% 21
2019
Q3 		$1.95M Buy
9,085
+3,641
+67% +$781K 1.4% 17
2019
Q2 		$1.14M Sell
5,444
-94
-2% -$18.6K 1.05% 24
2019
Q1 		$1.05M Sell
5,538
-14
-0.3% -$2.54K 0.96% 22
2018
Q4 		$986K Buy
+5,552
New +$985K 1% 26

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCG Advisors's MCD Position: Q3 2020 in Review

TCG Advisors sold out of McDonald's (MCD) in Q3 2020, closing a stake of 7,170 shares — an estimated $1.32M sold.

TCG Advisors first reported a position in MCD in Q4 2018 and held it in 7 quarters. The position peaked at $2.1M in Q4 2019. 2,279 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

  • TCG Advisors reported no remaining McDonald's position as of Q3 2020 after selling out during the quarter.
  • TCG Advisors sold 7,170 McDonald's shares in Q3 2020, an estimated $1.32M.
  • TCG Advisors first reported a position in McDonald's in Q4 2018 and held it in 7 quarters.
  • TCG Advisors's McDonald's position peaked at $2.1M in Q4 2019.
  • 2,279 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on TCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.