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WealthStone’s McDonald's MCD Stock Holding History

WealthStone’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
Q1 		$421K Buy
1,879
+537
+40% +$115K 0.15% 103
2020
Q4 		$288K Buy
1,342
+137
+11% +$29.8K 0.1% 144
2020
Q3 		$264K Sell
1,205
-1,336
-53% -$274K 0.12% 118
2020
Q2 		$469K Buy
+2,541
New +$466K 0.22% 69
2019
Q3 		– Sell
-631
Closed -$131K – 371
2019
Q2 		$131K Buy
631
+3
+0.5% +$594 0.06% 126
2019
Q1 		$119K Buy
+628
New +$114K 4.28% 7

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthStone's MCD Position: Q1 2021 in Review

WealthStone increased its McDonald's (MCD) stake by 40% in Q1 2021, buying an estimated $115K and bringing the position to 1,879 shares worth $421K. The position accounts for 0.15% of the portfolio, ranked #103.

WealthStone first reported a position in MCD in Q1 2019 and has held it in 6 quarters since. The position peaked at $469K in Q2 2020. 2,494 funds tracked by Wall St. Rank hold MCD as of Q1 2021.

  • WealthStone held 1,879 shares of McDonald's worth $421K as of Q1 2021.
  • WealthStone bought 537 McDonald's shares in Q1 2021, an estimated $115K.
  • McDonald's made up 0.15% of WealthStone's portfolio in Q1 2021, its #103 holding.
  • WealthStone first reported a position in McDonald's in Q1 2019 and has held it in 6 quarters since.
  • WealthStone's McDonald's position peaked at $469K in Q2 2020.
  • 2,494 funds tracked by Wall St. Rank held McDonald's as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.