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Wealth & Pension Services Group’s McDonald's MCD Stock Holding History

Wealth & Pension Services 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
2019
Q3 		$246K Buy
1,147
+1
+0.1% +$214 0.18% 108
2019
Q2 		$238K Sell
1,146
-32
-3% -$6.34K 0.17% 106
2019
Q1 		$224K Buy
+1,178
New +$214K 0.17% 105

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth & Pension Services Group's MCD Position: Q3 2019 in Review

Wealth & Pension Services Group increased its McDonald's (MCD) stake by 0.09% in Q3 2019, buying an estimated $214 and bringing the position to 1,147 shares worth $246K. The position accounts for 0.18% of the portfolio, ranked #108.

Wealth & Pension Services Group first reported a position in MCD in Q1 2019 and has held it in 3 quarters since. 2,090 funds tracked by Wall St. Rank hold MCD as of Q3 2019.

  • Wealth & Pension Services Group held 1,147 shares of McDonald's worth $246K as of Q3 2019.
  • Wealth & Pension Services Group bought 1 McDonald's share in Q3 2019, an estimated $214.
  • McDonald's made up 0.18% of Wealth & Pension Services Group's portfolio in Q3 2019, its #108 holding.
  • Wealth & Pension Services Group first reported a position in McDonald's in Q1 2019 and has held it in 3 quarters since.
  • 2,090 funds tracked by Wall St. Rank held McDonald's as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.