Tradition Asset Management’s McDonald's MCD Stock Holding History

Tradition Asset 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	$276K	Hold	1,500	–	–	0.08%	150
2020 Q1	$248K	Sell	1,500 -130	-8%	-$25.6K	0.08%	152
2019 Q4	$322K	Buy	1,630 +130	+9%	+$25.8K	0.08%	159
2019 Q3	$322K	Sell	1,500 -75	-5%	-$16.1K	0.08%	153
2019 Q2	$327K	Buy	+1,575	New	+$312K	0.09%	152

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

Tradition Asset Management's MCD Position: Q2 2020 in Review

Tradition Asset Management held its McDonald's (MCD) position steady in Q2 2020 at 1,500 shares worth $276K. The position accounts for 0.08% of the portfolio, ranked #150.

Tradition Asset Management first reported a position in MCD in Q2 2019 and has held it in 5 quarters since. The position peaked at $327K in Q2 2019. 2,213 funds tracked by Wall St. Rank hold MCD as of Q2 2020.

Tradition Asset Management held 1,500 shares of McDonald's worth $276K as of Q2 2020.
Tradition Asset Management left its McDonald's share count unchanged in Q2 2020.
McDonald's made up 0.08% of Tradition Asset Management's portfolio in Q2 2020, its #150 holding.
Tradition Asset Management first reported a position in McDonald's in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's McDonald's position peaked at $327K in Q2 2019.
2,213 funds tracked by Wall St. Rank held McDonald's as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.