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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 		$2K Buy
+200
New +$35.5K ﹤0.01% 564
2017
Q3 		– Sell
-200
Closed -$1K – 672
2017
Q2 		$1K Buy
+200
New +$28.9K ﹤0.01% 604
2015
Q1 		– Sell
-200
Closed -$1K – 666
2014
Q4 		$1K Buy
+200
New +$18.7K ﹤0.01% 592

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.