TWM
MCD icon

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

Torch 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
2019
Q4 		$2.03M Sell
10,268
-77
-0.7% -$15.3K 1.12% 31
2019
Q3 		$2.22M Buy
10,345
+40
+0.4% +$8.58K 1.32% 27
2019
Q2 		$2.14M Sell
10,305
-50
-0.5% -$9.9K 1.28% 26
2019
Q1 		$1.97M Buy
10,355
+100
+1% +$18.1K 1.22% 30
2018
Q4 		$1.82M Sell
10,255
-150
-1% -$26.6K 1.3% 29
2018
Q3 		$1.74M Sell
10,405
-4,214
-29% -$675K 1.04% 38
2018
Q2 		$2.29M Hold
14,619
– – 1.44% 22
2018
Q1 		$2.29M Sell
14,619
-15
-0.1% -$2.47K 1.48% 21
2017
Q4 		$2.52M Sell
14,634
-385
-3% -$64.7K 1.54% 18
2017
Q3 		$2.35M Sell
15,019
-150
-1% -$23.5K 1.54% 19
2017
Q2 		$2.32M Sell
15,169
-200
-1% -$28.9K 1.6% 19
2017
Q1 		$1.99M Hold
15,369
– – 1.33% 26
2016
Q4 		$1.87M Hold
15,369
– – 1.32% 24
2016
Q3 		$1.77M Hold
15,369
– – 1.29% 25
2016
Q2 		$1.85M Sell
15,369
-2,475
-14% -$310K 1.35% 26
2016
Q1 		$2.24M Hold
17,844
– – 1.69% 15
2015
Q4 		$2.11M Hold
17,844
– – 1.54% 20
2015
Q3 		$1.76M Sell
17,844
-180
-1% -$17.5K 1.35% 26
2015
Q2 		$1.71M Hold
18,024
– – 1.19% 32
2015
Q1 		$1.76M Sell
18,024
-1,400
-7% -$133K 1.36% 26
2014
Q4 		$1.82M Hold
19,424
– – 1.4% 28
2014
Q3 		$1.84M Sell
19,424
-1,300
-6% -$124K 1.35% 30
2014
Q2 		$2.09M Hold
20,724
– – 1.42% 23
2014
Q1 		$2.03M Buy
20,724
+1,100
+6% +$105K 1.47% 22
2013
Q4 		$1.9M Buy
+19,624
New +$1.89M 1.45% 22

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Torch Wealth Management's MCD Position: Q4 2019 in Review

Torch Wealth Management reduced its McDonald's (MCD) stake by 0.74% in Q4 2019, selling an estimated $15.3K and leaving 10,268 shares worth $2.03M. The position accounts for 1.12% of the portfolio, ranked #31.

Torch Wealth Management first reported a position in MCD in Q4 2013 and has held it in 25 quarters since. The position peaked at $2.52M in Q4 2017. 2,259 funds tracked by Wall St. Rank hold MCD as of Q4 2019.

  • Torch Wealth Management held 10,268 shares of McDonald's worth $2.03M as of Q4 2019.
  • Torch Wealth Management sold 77 McDonald's shares in Q4 2019, an estimated $15.3K.
  • McDonald's made up 1.12% of Torch Wealth Management's portfolio in Q4 2019, its #31 holding.
  • Torch Wealth Management first reported a position in McDonald's in Q4 2013 and has held it in 25 quarters since.
  • Torch Wealth Management's McDonald's position peaked at $2.52M in Q4 2017.
  • 2,259 funds tracked by Wall St. Rank held McDonald's as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.