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Winslow Evans & Crocker’s McDonald's MCD Stock Holding History

Winslow Evans & Crocker’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
Q4 		$730K Buy
3,405
+491
+17% +$107K 0.14% 162
2020
Q3 		$640K Sell
2,914
-12
-0.4% -$2.46K 0.16% 134
2020
Q2 		$540K Buy
2,926
+50
+2% +$9.17K 0.14% 146
2020
Q1 		$476K Buy
2,876
+158
+6% +$31.1K 0.16% 136
2019
Q4 		$540K Buy
2,718
+182
+7% +$36.1K 0.14% 157
2019
Q3 		$546K Buy
2,536
+52
+2% +$11.1K 0.15% 144
2019
Q2 		$518K Buy
2,484
+492
+25% +$97.5K 0.14% 158
2019
Q1 		$380K Buy
1,992
+238
+14% +$43.2K 0.11% 196
2018
Q4 		$314K Sell
1,754
-90
-5% -$16K 0.11% 198
2018
Q3 		$310K Buy
1,844
+90
+5% +$14.4K 0.09% 207
2018
Q2 		$276K Hold
1,754
– – 0.09% 217
2018
Q1 		$274K Sell
1,754
-2,450
-58% -$403K 0.09% 214
2017
Q4 		$723K Hold
4,204
– – 0.23% 97
2017
Q3 		$658K Buy
4,204
+2,452
+140% +$384K 0.22% 111
2017
Q2 		$268K Sell
1,752
-2
-0.1% -$289 0.07% 270
2017
Q1 		$227K Buy
1,754
+100
+6% +$12.5K 0.07% 281
2016
Q4 		$201K Hold
1,654
– – 0.06% 288
2016
Q3 		$191K Hold
1,654
– – 0.05% 306
2016
Q2 		$199K Sell
1,654
-6,225
-79% -$780K 0.06% 281
2016
Q1 		$990K Sell
7,879
-175
-2% -$20.9K 0.3% 83
2015
Q4 		$951K Buy
8,054
+5,976
+288% +$668K 0.27% 86
2015
Q3 		$205K Sell
2,078
-386
-16% -$37.6K 0.06% 269
2015
Q2 		$234K Sell
2,464
-144
-6% -$13.9K 0.07% 277
2015
Q1 		$254K Sell
2,608
-4
-0.2% -$380 0.07% 267
2014
Q4 		$244K Sell
2,612
-738
-22% -$69.1K 0.07% 260
2014
Q3 		$317K Sell
3,350
-2,989
-47% -$285K 0.09% 235
2014
Q2 		$639K Sell
6,339
-421
-6% -$42.5K 0.21% 116
2014
Q1 		$663K Sell
6,760
-2,543
-27% -$243K 0.23% 104
2013
Q4 		$902K Buy
+9,303
New +$894K 0.31% 83

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Winslow Evans & Crocker's MCD Position: Q4 2020 in Review

Winslow Evans & Crocker increased its McDonald's (MCD) stake by 17% in Q4 2020, buying an estimated $107K and bringing the position to 3,405 shares worth $730K. The position accounts for 0.14% of the portfolio, ranked #162.

Winslow Evans & Crocker first reported a position in MCD in Q4 2013 and has held it in 29 quarters since. The position peaked at $990K in Q1 2016. 2,462 funds tracked by Wall St. Rank hold MCD as of Q4 2020.

  • Winslow Evans & Crocker held 3,405 shares of McDonald's worth $730K as of Q4 2020.
  • Winslow Evans & Crocker bought 491 McDonald's shares in Q4 2020, an estimated $107K.
  • McDonald's made up 0.14% of Winslow Evans & Crocker's portfolio in Q4 2020, its #162 holding.
  • Winslow Evans & Crocker first reported a position in McDonald's in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's McDonald's position peaked at $990K in Q1 2016.
  • 2,462 funds tracked by Wall St. Rank held McDonald's as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.