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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 -$115K – 125
2019
Q1 		$115K 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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $115K sold.

WP Advisors first reported a position in MCD in Q2 2018 and held it in 3 quarters. The position peaked at $115K in Q1 2019. 2,071 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 $115K.
  • 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 $115K in Q1 2019.
  • 2,071 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.