TrueWealth LLC’s McDonald's MCD Stock Holding History

TrueWealth LLC’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	$861K	Sell	4,668 -195	-4%	-$35.8K	0.36%	48
2020 Q1	$804K	Sell	4,863 -361	-7%	-$71.1K	0.39%	44
2019 Q4	$1.03M	Buy	5,224 +24	+0.5%	+$4.76K	0.42%	35
2019 Q3	$1.12M	Buy	5,200 +1	+0%	+$214	0.48%	30
2019 Q2	$1.08M	Sell	5,199 -27	-0.5%	-$5.35K	0.48%	32
2019 Q1	$992K	Buy	5,226 +31	+0.6%	+$5.63K	0.46%	31
2018 Q4	$923K	Buy	5,195 +201	+4%	+$35.6K	0.47%	32
2018 Q3	$835K	Sell	4,994 -13	-0.3%	-$2.08K	0.38%	38
2018 Q2	$785K	Buy	5,007 +6	+0.1%	+$973	0.37%	40
2018 Q1	$782K	Sell	5,001 -11	-0.2%	-$1.81K	0.39%	38
2017 Q4	$863K	Buy	+5,012	New	+$842K	0.41%	37

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

TrueWealth LLC's MCD Position: Q2 2020 in Review

TrueWealth LLC reduced its McDonald's (MCD) stake by 4% in Q2 2020, selling an estimated $35.8K and leaving 4,668 shares worth $861K. The position accounts for 0.36% of the portfolio, ranked #48.

TrueWealth LLC first reported a position in MCD in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.12M in Q3 2019. 2,214 funds tracked by Wall St. Rank hold MCD as of Q2 2020.

TrueWealth LLC held 4,668 shares of McDonald's worth $861K as of Q2 2020.
TrueWealth LLC sold 195 McDonald's shares in Q2 2020, an estimated $35.8K.
McDonald's made up 0.36% of TrueWealth LLC's portfolio in Q2 2020, its #48 holding.
TrueWealth LLC first reported a position in McDonald's in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's McDonald's position peaked at $1.12M in Q3 2019.
2,214 funds tracked by Wall St. Rank held McDonald's as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.