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Xact Kapitalforvaltning’s McDonald's MCD Stock Holding History

Xact Kapitalforvaltning’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
Q1 		$27.6M Buy
167,134
+312
+0.2% +$61.5K 0.59% 33
2019
Q4 		$33M Buy
166,822
+1,275
+0.8% +$253K 0.56% 32
2019
Q3 		$35.5M Buy
165,547
+12,325
+8% +$2.64M 0.68% 27
2019
Q2 		$31.8M Buy
153,222
+9,575
+7% +$1.9M 0.66% 28
2019
Q1 		$27.3M Buy
143,647
+2,822
+2% +$512K 0.61% 27
2018
Q4 		$25M Sell
140,825
-3,921
-3% -$695K 0.64% 27
2018
Q3 		$24.2M Sell
144,746
-4,748
-3% -$761K 0.51% 34
2018
Q2 		$23.4M Buy
149,494
+1,000
+0.7% +$162K 0.5% 34
2018
Q1 		$23.2M Buy
148,494
+5,928
+4% +$975K 0.53% 33
2017
Q4 		$24.5M Buy
142,566
+9,117
+7% +$1.53M 0.59% 30
2017
Q3 		$20.9M Buy
133,449
+1,271
+1% +$199K 0.6% 32
2017
Q2 		$20.2M Sell
132,178
-286
-0.2% -$41.3K 0.61% 32
2017
Q1 		$17.2M Buy
132,464
+4,073
+3% +$511K 0.53% 36
2016
Q4 		$15.6M Sell
128,391
-104,251
-45% -$12.2M 0.55% 36
2016
Q3 		$26.8M Buy
+232,642
New +$27.6M 0.95% 17

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Xact Kapitalforvaltning's MCD Position: Q1 2020 in Review

Xact Kapitalforvaltning increased its McDonald's (MCD) stake by 0.19% in Q1 2020, buying an estimated $61.5K and bringing the position to 167,134 shares worth $27.6M. The position accounts for 0.59% of the portfolio, ranked #33.

Xact Kapitalforvaltning first reported a position in MCD in Q3 2016 and has held it in 15 quarters since. The position peaked at $35.5M in Q3 2019. 2,166 funds tracked by Wall St. Rank hold MCD as of Q1 2020.

  • Xact Kapitalforvaltning held 167,134 shares of McDonald's worth $27.6M as of Q1 2020.
  • Xact Kapitalforvaltning bought 312 McDonald's shares in Q1 2020, an estimated $61.5K.
  • McDonald's made up 0.59% of Xact Kapitalforvaltning's portfolio in Q1 2020, its #33 holding.
  • Xact Kapitalforvaltning first reported a position in McDonald's in Q3 2016 and has held it in 15 quarters since.
  • Xact Kapitalforvaltning's McDonald's position peaked at $35.5M in Q3 2019.
  • 2,166 funds tracked by Wall St. Rank held McDonald's as of Q1 2020.

Based on Xact Kapitalforvaltning's 13F filing for Q1 2020, filed 14 May 2020.