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U.S. Global Investors (USGI)’s McDonald's MCD Stock Holding History

U.S. Global Investors (USGI)’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 		– Sell
-1,417
Closed -$234K – 179
2020
Q1 		$234K Buy
+1,417
New +$279K 0.06% 116

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

U.S. Global Investors (USGI)'s MCD Position: Q2 2020 in Review

U.S. Global Investors (USGI) sold out of McDonald's (MCD) in Q2 2020, closing a stake of 1,417 shares — an estimated $234K sold.

U.S. Global Investors (USGI) first reported a position in MCD in Q1 2020 and held it in 1 quarter. The position peaked at $234K in Q1 2020. 2,213 funds tracked by Wall St. Rank hold MCD as of Q2 2020.

  • U.S. Global Investors (USGI) reported no remaining McDonald's position as of Q2 2020 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 1,417 McDonald's shares in Q2 2020, an estimated $234K.
  • U.S. Global Investors (USGI) first reported a position in McDonald's in Q1 2020 and held it in 1 quarter.
  • U.S. Global Investors (USGI)'s McDonald's position peaked at $234K in Q1 2020.
  • 2,213 funds tracked by Wall St. Rank held McDonald's as of Q2 2020.

Based on U.S. Global Investors (USGI)'s 13F filing for Q2 2020, filed 14 Aug 2020.