Yorktown Management & Research Company’s McDonald's MCD Stock Holding History

Yorktown Management & Research Company’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
2021 Q1	–	Sell	-2,020	Closed	-$433K	–	266
2020 Q4	$433K	Hold	2,020	–	–	0.39%	113
2020 Q3	$443K	Buy	2,020 +220	+12%	+$45.2K	0.41%	71
2020 Q2	$332K	Buy	+1,800	New	+$330K	0.3%	122
2019 Q2	–	Sell	-7,000	Closed	-$1.33M	–	336
2019 Q1	$1.33M	Hold	7,000	–	–	0.43%	54
2018 Q4	$1.24M	Hold	7,000	–	–	0.41%	64
2018 Q3	$1.17M	Hold	7,000	–	–	0.34%	82
2018 Q2	$1.1M	Hold	7,000	–	–	0.32%	87
2018 Q1	$1.09M	Hold	7,000	–	–	0.32%	73
2017 Q4	$1.21M	Hold	7,000	–	–	0.35%	71
2017 Q3	$1.1M	Sell	7,000 -2,000	-22%	-$313K	0.29%	61
2017 Q2	$1.38M	Hold	9,000	–	–	0.44%	40
2017 Q1	$1.17M	Hold	9,000	–	–	0.3%	74
2016 Q4	$1.09M	Buy	+9,000	New	+$1.06M	0.28%	70
2016 Q1	–	Sell	-2,500	Closed	-$295K	–	395
2015 Q4	$295K	Hold	2,500	–	–	0.05%	247
2015 Q3	$246K	Hold	2,500	–	–	0.04%	341
2015 Q2	$238K	Hold	2,500	–	–	0.04%	389
2015 Q1	$244K	Hold	2,500	–	–	0.04%	348
2014 Q4	$234K	Sell	2,500 -500	-17%	-$46.8K	0.05%	330
2014 Q3	$284K	Hold	3,000	–	–	0.05%	193
2014 Q2	$302K	Hold	3,000	–	–	0.06%	202
2014 Q1	$294K	Hold	3,000	–	–	0.06%	204
2013 Q4	$291K	Hold	3,000	–	–	0.06%	201
2013 Q3	$289K	Hold	3,000	–	–	0.06%	178
2013 Q2	$297K	Buy	+3,000	New	+$300K	0.06%	140

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Yorktown Management & Research Company's MCD Position: Q1 2021 in Review

Yorktown Management & Research Company sold out of McDonald's (MCD) in Q1 2021, closing a stake of 2,020 shares — an estimated $433K sold.

Yorktown Management & Research Company first reported a position in MCD in Q2 2013 and held it in 24 quarters. The position peaked at $1.38M in Q2 2017. 2,494 funds tracked by Wall St. Rank hold MCD as of Q1 2021.

Yorktown Management & Research Company reported no remaining McDonald's position as of Q1 2021 after selling out during the quarter.
Yorktown Management & Research Company sold 2,020 McDonald's shares in Q1 2021, an estimated $433K.
Yorktown Management & Research Company first reported a position in McDonald's in Q2 2013 and held it in 24 quarters.
Yorktown Management & Research Company's McDonald's position peaked at $1.38M in Q2 2017.
2,494 funds tracked by Wall St. Rank held McDonald's as of Q1 2021.

Based on Yorktown Management & Research Company's 13F filing for Q1 2021, filed 11 May 2021.