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Wealthspire Advisors (Maryland)’s McDonald's MCD Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$2.35M Buy
10,683
+296
+3% +$60.8K 0.08% 111
2020
Q2 		$1.92M Buy
10,387
+94
+0.9% +$17.2K 0.14% 100
2020
Q1 		$1.7M Sell
10,293
-1,031
-9% -$203K 0.15% 95
2019
Q4 		$2.24M Buy
11,324
+98
+0.9% +$19.4K 0.15% 91
2019
Q3 		$2.41M Sell
11,226
-329
-3% -$70.5K 0.18% 82
2019
Q2 		$2.4M Buy
11,555
+133
+1% +$26.3K 0.18% 84
2019
Q1 		$2.17M Sell
11,422
-160
-1% -$29K 0.16% 86
2018
Q4 		$2.06M Sell
11,582
-378
-3% -$67K 0.18% 78
2018
Q3 		$2M Sell
11,960
-605
-5% -$97K 0.16% 83
2018
Q2 		$1.97M Sell
12,565
-45
-0.4% -$7.3K 0.18% 79
2018
Q1 		$1.97M Buy
12,610
+503
+4% +$82.8K 0.19% 79
2017
Q4 		$2.08M Buy
12,107
+11
+0.1% +$1.85K 0.2% 79
2017
Q3 		$1.9M Sell
12,096
-733
-6% -$115K 0.21% 77
2017
Q2 		$1.97M Buy
12,829
+3,290
+34% +$475K 0.23% 70
2017
Q1 		$1.24M Buy
9,539
+26
+0.3% +$3.26K 0.18% 90
2016
Q4 		$1.16M Sell
9,513
-1,426
-13% -$167K 0.17% 89
2016
Q3 		$1.26M Sell
10,939
-73
-0.7% -$8.65K 0.2% 82
2016
Q2 		$1.32M Sell
11,012
-1,625
-13% -$204K 0.22% 74
2016
Q1 		$1.59M Sell
12,637
-2,160
-15% -$258K 0.28% 61
2015
Q4 		$1.75M Buy
+14,797
New +$1.65M 0.33% 56

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MCD Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its McDonald's (MCD) stake by 2.8% in Q3 2020, buying an estimated $60.8K and bringing the position to 10,683 shares worth $2.35M. The position accounts for 0.08% of the portfolio, ranked #111.

Wealthspire Advisors (Maryland) first reported a position in MCD in Q4 2015 and has held it in 20 quarters since. The position peaked at $2.41M in Q3 2019. 2,278 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 10,683 shares of McDonald's worth $2.35M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 296 McDonald's shares in Q3 2020, an estimated $60.8K.
  • McDonald's made up 0.08% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #111 holding.
  • Wealthspire Advisors (Maryland) first reported a position in McDonald's in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s McDonald's position peaked at $2.41M in Q3 2019.
  • 2,278 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.