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Wellesley Investment Partners’s McDonald's MCD Stock Holding History

Wellesley Investment Partners’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 		$833K Sell
3,796
-446
-11% -$91.6K 0.28% 35
2020
Q2 		$782K Sell
4,242
-163
-4% -$29.9K 0.28% 38
2020
Q1 		$728K Sell
4,405
-441
-9% -$86.9K 0.29% 43
2019
Q4 		$957K Sell
4,846
-152
-3% -$30.2K 0.29% 43
2019
Q3 		$1.07M Buy
4,998
+139
+3% +$29.8K 0.35% 32
2019
Q2 		$1.01M Sell
4,859
-1,312
-21% -$260K 0.35% 31
2019
Q1 		$1.17M Sell
6,171
-157
-2% -$28.5K 0.4% 33
2018
Q4 		$1.12M Sell
6,328
-431
-6% -$76.4K 0.4% 38
2018
Q3 		$1.13M Buy
6,759
+214
+3% +$34.3K 0.37% 48
2018
Q2 		$1.02M Buy
6,545
+202
+3% +$32.8K 0.36% 51
2018
Q1 		$992K Sell
6,343
-65
-1% -$10.7K 0.36% 54
2017
Q4 		$1.1M Buy
6,408
+212
+3% +$35.6K 0.42% 44
2017
Q3 		$970K Sell
6,196
-799
-11% -$125K 0.4% 43
2017
Q2 		$1.07M Buy
6,995
+272
+4% +$39.3K 0.45% 35
2017
Q1 		$871K Buy
6,723
+392
+6% +$49.2K 0.38% 46
2016
Q4 		$770K Buy
6,331
+800
+14% +$93.8K 0.37% 47
2016
Q3 		$638K Buy
5,531
+173
+3% +$20.5K 0.33% 56
2016
Q2 		$644K Buy
5,358
+48
+0.9% +$6.01K 0.35% 46
2016
Q1 		$667K Buy
5,310
+57
+1% +$6.81K 0.4% 41
2015
Q4 		$620K Buy
+5,253
New +$587K 0.43% 36

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

Wellesley Investment Partners's MCD Position: Q3 2020 in Review

Wellesley Investment Partners reduced its McDonald's (MCD) stake by 11% in Q3 2020, selling an estimated $91.6K and leaving 3,796 shares worth $833K. The position accounts for 0.28% of the portfolio, ranked #35.

Wellesley Investment Partners first reported a position in MCD in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.17M in Q1 2019. 2,278 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

  • Wellesley Investment Partners held 3,796 shares of McDonald's worth $833K as of Q3 2020.
  • Wellesley Investment Partners sold 446 McDonald's shares in Q3 2020, an estimated $91.6K.
  • McDonald's made up 0.28% of Wellesley Investment Partners's portfolio in Q3 2020, its #35 holding.
  • Wellesley Investment Partners first reported a position in McDonald's in Q4 2015 and has held it in 20 quarters since.
  • Wellesley Investment Partners's McDonald's position peaked at $1.17M in Q1 2019.
  • 2,278 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.