Wealthcare Capital Management’s McDonald's MCD Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-431	Closed	-$97K	–	418
2021 Q1	$97K	Buy	+431	New	+$92.2K	0.01%	103
2020 Q2	–	Sell	-421	Closed	-$70K	–	158
2020 Q1	$70K	Sell	421 -37	-8%	-$7.29K	0.01%	78
2019 Q4	$91K	Buy	458 +54	+13%	+$10.7K	0.01%	81
2019 Q3	$87K	Hold	404	–	–	0.01%	81
2019 Q2	$84K	Hold	404	–	–	0.01%	79
2019 Q1	$77K	Hold	404	–	–	0.01%	81
2018 Q4	$72K	Sell	404 -100	-20%	-$17.7K	0.01%	81
2018 Q3	$84K	Hold	504	–	–	0.01%	74
2018 Q2	$79K	Hold	504	–	–	0.01%	72
2018 Q1	$79K	Hold	504	–	–	0.01%	71
2017 Q4	$87K	Buy	504 +100	+25%	+$16.8K	0.01%	70
2017 Q3	$63K	Hold	404	–	–	0.01%	74
2017 Q2	$62K	Hold	404	–	–	0.01%	76
2017 Q1	$52K	Hold	404	–	–	0.01%	79
2016 Q4	$49K	Hold	404	–	–	0.01%	77
2016 Q3	$47K	Hold	404	–	–	0.01%	75
2016 Q2	$49K	Hold	404	–	–	0.01%	72
2016 Q1	$51K	Hold	404	–	–	0.01%	79
2015 Q4	$48K	Hold	404	–	–	0.01%	87
2015 Q3	$40K	Sell	404 -9	-2%	-$877	﹤0.01%	100
2015 Q2	$39K	Sell	413 -2,481	-86%	-$240K	﹤0.01%	119
2015 Q1	$282K	Buy	2,894 +2,428	+521%	+$230K	0.03%	79
2014 Q4	$44K	Hold	466	–	–	0.01%	91
2014 Q3	$44K	Hold	466	–	–	0.01%	89
2014 Q2	$47K	Sell	466 -28	-6%	-$2.83K	0.01%	84
2014 Q1	$48K	Buy	494 +366	+286%	+$35K	0.01%	84
2013 Q4	$12K	Hold	128	–	–	﹤0.01%	76
2013 Q3	$12K	Buy	128 +1	+0.8%	+$98	﹤0.01%	73
2013 Q2	$13K	Buy	+127	New	+$12.7K	﹤0.01%	74

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthcare Capital Management's MCD Position: Q2 2021 in Review

Wealthcare Capital Management sold out of McDonald's (MCD) in Q2 2021, closing a stake of 431 shares — an estimated $97K sold.

Wealthcare Capital Management first reported a position in MCD in Q2 2013 and held it in 29 quarters. The position peaked at $282K in Q1 2015. 2,526 funds tracked by Wall St. Rank hold MCD as of Q2 2021.

Wealthcare Capital Management reported no remaining McDonald's position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 431 McDonald's shares in Q2 2021, an estimated $97K.
Wealthcare Capital Management first reported a position in McDonald's in Q2 2013 and held it in 29 quarters.
Wealthcare Capital Management's McDonald's position peaked at $282K in Q1 2015.
2,526 funds tracked by Wall St. Rank held McDonald's as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.