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Woodard & Company Asset Management Group’s McDonald's MCD Stock Holding History

Woodard & Company Asset Management Group’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 		– Sell
-127
Closed -$22K – 142
2018
Q3 		$22K Buy
127
+22
+21% +$3.53K 0.02% 124
2018
Q2 		$16.5K Hold
105
– – 0.02% 127
2018
Q1 		$16K Hold
105
– – 0.02% 130
2017
Q4 		$18K Buy
+105
New +$17.6K 0.02% 146

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

Woodard & Company Asset Management Group's MCD Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of McDonald's (MCD) in Q4 2018, closing a stake of 127 shares — an estimated $22K sold.

Woodard & Company Asset Management Group first reported a position in MCD in Q4 2017 and held it in 4 quarters. The position peaked at $22K in Q3 2018. 2,003 funds tracked by Wall St. Rank hold MCD as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining McDonald's position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 127 McDonald's shares in Q4 2018, an estimated $22K.
  • Woodard & Company Asset Management Group first reported a position in McDonald's in Q4 2017 and held it in 4 quarters.
  • Woodard & Company Asset Management Group's McDonald's position peaked at $22K in Q3 2018.
  • 2,003 funds tracked by Wall St. Rank held McDonald's as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.