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Wealthfront’s McDonald's MCD Stock Holding History

Wealthfront’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
2018
Q3 		$5.29M Sell
31,653
-1,701
-5% -$273K 0.05% 58
2018
Q2 		$5.23M Sell
33,354
-3,963
-11% -$643K 0.05% 55
2018
Q1 		$5.84M Sell
37,317
-1,195
-3% -$197K 0.06% 49
2017
Q4 		$6.63M Buy
38,512
+2,682
+7% +$450K 0.07% 44
2017
Q3 		$5.61M Buy
35,830
+1,651
+5% +$259K 0.07% 46
2017
Q2 		$5.24M Buy
34,179
+3,666
+12% +$530K 0.08% 47
2017
Q1 		$3.96M Buy
30,513
+3,471
+13% +$436K 0.07% 52
2016
Q4 		$3.29M Buy
27,042
+1,275
+5% +$150K 0.07% 46
2016
Q3 		$2.97M Sell
25,767
-1,267
-5% -$150K 0.07% 54
2016
Q2 		$3.25M Sell
27,034
-706
-3% -$88.4K 0.09% 44
2016
Q1 		$3.49M Buy
27,740
+5,414
+24% +$647K 0.11% 39
2015
Q4 		$2.64M Buy
22,326
+2,674
+14% +$299K 0.09% 43
2015
Q3 		$1.94M Buy
19,652
+13,751
+233% +$1.34M 0.08% 48
2015
Q2 		$561K Buy
5,901
+408
+7% +$39.5K 0.02% 95
2015
Q1 		$535K Buy
5,493
+3,774
+220% +$358K 0.03% 80
2014
Q4 		$161K Sell
1,719
-784
-31% -$73.4K 0.01% 265
2014
Q3 		$237K Sell
2,503
-1,951
-44% -$186K 0.02% 126
2014
Q2 		$450K Buy
4,454
+1,373
+45% +$139K 0.04% 46
2014
Q1 		$302K Buy
+3,081
New +$295K 0.04% 39

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wealthfront's MCD Position: Q3 2018 in Review

Wealthfront reduced its McDonald's (MCD) stake by 5.1% in Q3 2018, selling an estimated $273K and leaving 31,653 shares worth $5.29M. The position accounts for 0.05% of the portfolio, ranked #58.

Wealthfront first reported a position in MCD in Q1 2014 and has held it in 19 quarters since. The position peaked at $6.63M in Q4 2017. 1,843 funds tracked by Wall St. Rank hold MCD as of Q3 2018.

  • Wealthfront held 31,653 shares of McDonald's worth $5.29M as of Q3 2018.
  • Wealthfront sold 1,701 McDonald's shares in Q3 2018, an estimated $273K.
  • McDonald's made up 0.05% of Wealthfront's portfolio in Q3 2018, its #58 holding.
  • Wealthfront first reported a position in McDonald's in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's McDonald's position peaked at $6.63M in Q4 2017.
  • 1,843 funds tracked by Wall St. Rank held McDonald's as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.