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Wright Investors Service’s McDonald's MCD Stock Holding History

Wright Investors Service’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
Q2 		– Sell
-10,500
Closed -$1.74M – 149
2020
Q1 		$1.74M Buy
10,500
+4,565
+77% +$899K 0.75% 39
2019
Q4 		$1.17M Sell
5,935
-58
-1% -$11.5K 0.4% 76
2019
Q3 		$1.29M Sell
5,993
-36
-0.6% -$7.72K 0.46% 68
2019
Q2 		$1.25M Buy
6,029
+2,041
+51% +$404K 0.48% 63
2019
Q1 		$757K Sell
3,988
-3,740
-48% -$679K 0.31% 83
2018
Q4 		$1.37M Buy
+7,728
New +$1.37M 0.59% 56

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wright Investors Service's MCD Position: Q2 2020 in Review

Wright Investors Service sold out of McDonald's (MCD) in Q2 2020, closing a stake of 10,500 shares — an estimated $1.74M sold.

Wright Investors Service first reported a position in MCD in Q4 2018 and held it in 6 quarters. The position peaked at $1.74M in Q1 2020. 2,214 funds tracked by Wall St. Rank hold MCD as of Q2 2020.

  • Wright Investors Service reported no remaining McDonald's position as of Q2 2020 after selling out during the quarter.
  • Wright Investors Service sold 10,500 McDonald's shares in Q2 2020, an estimated $1.74M.
  • Wright Investors Service first reported a position in McDonald's in Q4 2018 and held it in 6 quarters.
  • Wright Investors Service's McDonald's position peaked at $1.74M in Q1 2020.
  • 2,214 funds tracked by Wall St. Rank held McDonald's as of Q2 2020.

Based on Wright Investors Service's 13F filing for Q2 2020, filed 23 Jul 2020.