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WP Advisors’s McDonald's MCD Stock Holding History

WP Advisors’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
Q2 		– Sell
-603
Closed -$1.15K – 125
2019
Q1 		$1.15K Buy
+603
New +$109K 0.12% 81
2018
Q4 		– Sell
-603
Closed -$101K – 166
2018
Q3 		$101K Buy
603
+1
+0.2% +$160 0.09% 88
2018
Q2 		$94K Buy
+602
New +$97.6K 0.09% 89

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WP Advisors's MCD Position: Q2 2019 in Review

WP Advisors sold out of McDonald's (MCD) in Q2 2019, closing a stake of 603 shares — an estimated $1.15K sold.

WP Advisors first reported a position in MCD in Q2 2018 and held it in 3 quarters. The position peaked at $101K in Q3 2018. 2,072 funds tracked by Wall St. Rank hold MCD as of Q2 2019.

  • WP Advisors reported no remaining McDonald's position as of Q2 2019 after selling out during the quarter.
  • WP Advisors sold 603 McDonald's shares in Q2 2019, an estimated $1.15K.
  • WP Advisors first reported a position in McDonald's in Q2 2018 and held it in 3 quarters.
  • WP Advisors's McDonald's position peaked at $101K in Q3 2018.
  • 2,072 funds tracked by Wall St. Rank held McDonald's as of Q2 2019.

Based on WP Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.