Agran Libbie’s McDonald's MCD Stock Holding History

Agran Libbie’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
2017 Q1	$1.4M	Sell	10,770 -3,849	-26%	-$483K	0.33%	68
2016 Q4	$1.78M	Sell	14,619 -75	-0.5%	-$8.79K	0.43%	63
2016 Q3	$1.7M	Sell	14,694 -299	-2%	-$35.4K	0.48%	55
2016 Q2	$1.8M	Sell	14,993 -925	-6%	-$116K	0.45%	62
2016 Q1	$2M	Sell	15,918 -440	-3%	-$52.6K	0.51%	60
2015 Q4	$1.93M	Sell	16,358 -1,597	-9%	-$179K	0.51%	61
2015 Q3	$1.77M	Sell	17,955 -2,150	-11%	-$209K	0.49%	59
2015 Q2	$1.91M	Sell	20,105 -22,193	-52%	-$2.15M	0.5%	56
2015 Q1	$4.12M	Sell	42,298 -7,196	-15%	-$683K	0.98%	34
2014 Q4	$4.64M	Sell	49,494 -1,969	-4%	-$184K	1.1%	32
2014 Q3	$4.88M	Sell	51,463 -1,833	-3%	-$175K	1.19%	33
2014 Q2	$5.37M	Sell	53,296 -1,446	-3%	-$146K	1.37%	29
2014 Q1	$5.37M	Sell	54,742 -3,250	-6%	-$311K	1.44%	29
2013 Q4	$5.63M	Sell	57,992 -1,306	-2%	-$125K	1.48%	28
2013 Q3	$5.71M	Sell	59,298 -460	-0.8%	-$44.9K	1.66%	25
2013 Q2	$5.92M	Buy	+59,758	New	+$5.98M	1.71%	22

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Agran Libbie's MCD Position: Q1 2017 in Review

Agran Libbie reduced its McDonald's (MCD) stake by 26% in Q1 2017, selling an estimated $483K and leaving 10,770 shares worth $1.4M. The position accounts for 0.33% of the portfolio, ranked #68.

Agran Libbie first reported a position in MCD in Q2 2013 and has held it in 16 quarters since. The position peaked at $5.92M in Q2 2013. 1,650 funds tracked by Wall St. Rank hold MCD as of Q1 2017.

Agran Libbie held 10,770 shares of McDonald's worth $1.4M as of Q1 2017.
Agran Libbie sold 3,849 McDonald's shares in Q1 2017, an estimated $483K.
McDonald's made up 0.33% of Agran Libbie's portfolio in Q1 2017, its #68 holding.
Agran Libbie first reported a position in McDonald's in Q2 2013 and has held it in 16 quarters since.
Agran Libbie's McDonald's position peaked at $5.92M in Q2 2013.
1,650 funds tracked by Wall St. Rank held McDonald's as of Q1 2017.

Based on Agran Libbie's 13F filing for Q1 2017, filed 27 Apr 2017.