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Veritas Investment Management’s McDonald's MCD Stock Holding History

Veritas Investment 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
Q4 		– Sell
-5,475
Closed -$1.2M – 33
2020
Q3 		$1.2M Hold
5,475
– – 0.07% 25
2020
Q2 		$1.01M Buy
5,475
+1,072
+24% +$197K 0.07% 24
2020
Q1 		$728K Buy
4,403
+2,623
+147% +$517K 0.06% 24
2019
Q4 		$352K Hold
1,780
– – 0.03% 37
2019
Q3 		$382K Buy
+1,780
New +$382K 0.03% 35

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Veritas Investment Management's MCD Position: Q4 2020 in Review

Veritas Investment Management sold out of McDonald's (MCD) in Q4 2020, closing a stake of 5,475 shares — an estimated $1.2M sold.

Veritas Investment Management first reported a position in MCD in Q3 2019 and held it in 5 quarters. The position peaked at $1.2M in Q3 2020. 2,462 funds tracked by Wall St. Rank hold MCD as of Q4 2020.

  • Veritas Investment Management reported no remaining McDonald's position as of Q4 2020 after selling out during the quarter.
  • Veritas Investment Management sold 5,475 McDonald's shares in Q4 2020, an estimated $1.2M.
  • Veritas Investment Management first reported a position in McDonald's in Q3 2019 and held it in 5 quarters.
  • Veritas Investment Management's McDonald's position peaked at $1.2M in Q3 2020.
  • 2,462 funds tracked by Wall St. Rank held McDonald's as of Q4 2020.

Based on Veritas Investment Management's 13F filing for Q4 2020.