TWP
MCD icon

Treybourne Wealth Planners’s McDonald's MCD Stock Holding History

Treybourne Wealth Planners’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
2021
Q2 		$506K Hold
2,190
– – 0.31% 25
2021
Q1 		$491K Buy
2,190
+306
+16% +$65.4K 0.34% 25
2020
Q4 		$404K Buy
+1,884
New +$410K 0.29% 27

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Treybourne Wealth Planners's MCD Position: Q2 2021 in Review

Treybourne Wealth Planners held its McDonald's (MCD) position steady in Q2 2021 at 2,190 shares worth $506K. The position accounts for 0.31% of the portfolio, ranked #25.

Treybourne Wealth Planners first reported a position in MCD in Q4 2020 and has held it in 3 quarters since. 2,526 funds tracked by Wall St. Rank hold MCD as of Q2 2021.

  • Treybourne Wealth Planners held 2,190 shares of McDonald's worth $506K as of Q2 2021.
  • Treybourne Wealth Planners left its McDonald's share count unchanged in Q2 2021.
  • McDonald's made up 0.31% of Treybourne Wealth Planners's portfolio in Q2 2021, its #25 holding.
  • Treybourne Wealth Planners first reported a position in McDonald's in Q4 2020 and has held it in 3 quarters since.
  • 2,526 funds tracked by Wall St. Rank held McDonald's as of Q2 2021.

Based on Treybourne Wealth Planners's 13F filing for Q2 2021, filed 29 Jul 2021.