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Winfield Associates’s McDonald's MCD Stock Holding History

Winfield Associates’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
2019
Q4 		– Sell
-730
Closed -$157K – 152
2019
Q3 		$157K Buy
730
+30
+4% +$6.43K 0.08% 136
2019
Q2 		$145K Buy
+700
New +$139K 0.08% 122
2018
Q1 		– Sell
-1,109
Closed -$192K – 420
2017
Q4 		$192K Hold
1,109
– – 0.1% 123
2017
Q3 		$174K Hold
1,109
– – 0.09% 124
2017
Q2 		$169K Hold
1,109
– – 0.09% 126
2017
Q1 		$144K Buy
1,109
+105
+10% +$13.2K 0.08% 131
2016
Q4 		$123K Sell
1,004
-35
-3% -$4.1K 0.08% 137
2016
Q3 		$120K Sell
1,039
-35
-3% -$4.15K 0.08% 134
2016
Q2 		$129K Buy
1,074
+210
+24% +$26.3K 0.08% 127
2016
Q1 		$109K Buy
864
+564
+188% +$67.4K 0.07% 130
2015
Q4 		$35K Buy
+300
New +$33.5K 0.02% 180
2014
Q1 		– Sell
-5,236
Closed -$508K – 312
2013
Q4 		$508K Buy
+5,236
New +$503K 0.42% 78

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winfield Associates's MCD Position: Q4 2019 in Review

Winfield Associates sold out of McDonald's (MCD) in Q4 2019, closing a stake of 730 shares — an estimated $157K sold.

Winfield Associates first reported a position in MCD in Q4 2013 and held it in 12 quarters. The position peaked at $508K in Q4 2013. 2,258 funds tracked by Wall St. Rank hold MCD as of Q4 2019.

  • Winfield Associates reported no remaining McDonald's position as of Q4 2019 after selling out during the quarter.
  • Winfield Associates sold 730 McDonald's shares in Q4 2019, an estimated $157K.
  • Winfield Associates first reported a position in McDonald's in Q4 2013 and held it in 12 quarters.
  • Winfield Associates's McDonald's position peaked at $508K in Q4 2013.
  • 2,258 funds tracked by Wall St. Rank held McDonald's as of Q4 2019.

Based on Winfield Associates's 13F filing for Q4 2019, filed 13 Jan 2020.