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Winthrop Partners - WNY’s McDonald's MCD Stock Holding History

Winthrop Partners - WNY’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
Q3 		$95.3K Hold
444
– – 0.06% 148
2019
Q2 		$92.2K Hold
444
– – 0.07% 128
2019
Q1 		$83.6K Sell
444
-250
-36% -$45.4K 0.07% 129
2018
Q4 		$123K Hold
694
– – 0.12% 114
2018
Q3 		$116K Hold
694
– – 0.09% 133
2018
Q2 		$109K Hold
694
– – 0.09% 134
2018
Q1 		$112K Buy
+694
New +$114K 0.09% 152

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winthrop Partners - WNY's MCD Position: Q3 2019 in Review

Winthrop Partners - WNY held its McDonald's (MCD) position steady in Q3 2019 at 444 shares worth $95.3K. The position accounts for 0.06% of the portfolio, ranked #148.

Winthrop Partners - WNY first reported a position in MCD in Q1 2018 and has held it in 7 quarters since. The position peaked at $123K in Q4 2018. 2,090 funds tracked by Wall St. Rank hold MCD as of Q3 2019.

  • Winthrop Partners - WNY held 444 shares of McDonald's worth $95.3K as of Q3 2019.
  • Winthrop Partners - WNY left its McDonald's share count unchanged in Q3 2019.
  • McDonald's made up 0.06% of Winthrop Partners - WNY's portfolio in Q3 2019, its #148 holding.
  • Winthrop Partners - WNY first reported a position in McDonald's in Q1 2018 and has held it in 7 quarters since.
  • Winthrop Partners - WNY's McDonald's position peaked at $123K in Q4 2018.
  • 2,090 funds tracked by Wall St. Rank held McDonald's as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.