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Waller Financial Planning Group’s McDonald's MCD Stock Holding History

Waller Financial Planning Group’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
Q1 		– Sell
-2,211
Closed -$437K – 45
2019
Q4 		$437K Buy
+2,211
New +$439K 0.22% 39

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Waller Financial Planning Group's MCD Position: Q1 2020 in Review

Waller Financial Planning Group sold out of McDonald's (MCD) in Q1 2020, closing a stake of 2,211 shares — an estimated $437K sold.

Waller Financial Planning Group first reported a position in MCD in Q4 2019 and held it in 1 quarter. The position peaked at $437K in Q4 2019. 2,166 funds tracked by Wall St. Rank hold MCD as of Q1 2020.

  • Waller Financial Planning Group reported no remaining McDonald's position as of Q1 2020 after selling out during the quarter.
  • Waller Financial Planning Group sold 2,211 McDonald's shares in Q1 2020, an estimated $437K.
  • Waller Financial Planning Group first reported a position in McDonald's in Q4 2019 and held it in 1 quarter.
  • Waller Financial Planning Group's McDonald's position peaked at $437K in Q4 2019.
  • 2,166 funds tracked by Wall St. Rank held McDonald's as of Q1 2020.

Based on Waller Financial Planning Group's 13F filing for Q1 2020, filed 13 Apr 2020.