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WealthTrust-Arizona’s McDonald's MCD Stock Holding History

WealthTrust-Arizona’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
Q4 		$47K Hold
265
– – 0.03% 158
2018
Q3 		$44K Hold
265
– – 0.02% 178
2018
Q2 		$42K Sell
265
-21
-7% -$3.4K 0.02% 170
2018
Q1 		$45K Buy
286
+26
+10% +$4.28K 0.02% 170
2017
Q4 		$45K Hold
260
– – 0.02% 174
2017
Q3 		$41K Sell
260
-30
-10% -$4.7K 0.02% 186
2017
Q2 		$44K Hold
290
– – 0.02% 171
2017
Q1 		$38K Buy
290
+10
+4% +$1.25K 0.02% 183
2016
Q4 		$34K Hold
280
– – 0.02% 187
2016
Q3 		$32K Hold
280
– – 0.02% 189
2016
Q2 		$34K Buy
280
+35
+14% +$4.38K 0.02% 181
2016
Q1 		$31K Buy
245
+18
+8% +$2.15K 0.02% 187
2015
Q4 		$27K Sell
227
-75
-25% -$8.39K 0.02% 209
2015
Q3 		$30K Sell
302
-100
-25% -$9.74K 0.02% 207
2015
Q2 		$38K Sell
402
-55
-12% -$5.32K 0.02% 192
2015
Q1 		$45K Sell
457
-48
-10% -$4.55K 0.03% 173
2014
Q4 		$47K Buy
505
+100
+25% +$9.36K 0.04% 156
2014
Q3 		$38K Sell
405
-651
-62% -$62.1K 0.04% 196
2014
Q2 		$106K Buy
1,056
+3
+0.3% +$303 0.11% 102
2014
Q1 		$103K Buy
1,053
+2
+0.2% +$191 0.12% 96
2013
Q4 		$102K Sell
1,051
-77
-7% -$7.4K 0.12% 90
2013
Q3 		$109K Buy
1,128
+3
+0.3% +$293 0.14% 81
2013
Q2 		$111K Buy
+1,125
New +$113K 0.15% 76

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

WealthTrust-Arizona's MCD Position: Q4 2018 in Review

WealthTrust-Arizona held its McDonald's (MCD) position steady in Q4 2018 at 265 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #158.

WealthTrust-Arizona first reported a position in MCD in Q2 2013 and has held it in 23 quarters since. The position peaked at $111K in Q2 2013. 2,003 funds tracked by Wall St. Rank hold MCD as of Q4 2018.

  • WealthTrust-Arizona held 265 shares of McDonald's worth $47K as of Q4 2018.
  • WealthTrust-Arizona left its McDonald's share count unchanged in Q4 2018.
  • McDonald's made up 0.03% of WealthTrust-Arizona's portfolio in Q4 2018, its #158 holding.
  • WealthTrust-Arizona first reported a position in McDonald's in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's McDonald's position peaked at $111K in Q2 2013.
  • 2,003 funds tracked by Wall St. Rank held McDonald's as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.