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AHL Partners’s McDonald's MCD Stock Holding History

AHL Partners’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
Q4 		$8.59M Sell
49,891
-12,564
-20% -$2.11M 0.13% 268
2017
Q3 		$9.79M Sell
62,455
-43,846
-41% -$6.87M 0.18% 168
2017
Q2 		$16.3M Buy
106,301
+9,485
+10% +$1.37M 0.35% 18
2017
Q1 		$12.5M Buy
96,816
+5,428
+6% +$681K 0.28% 36
2016
Q4 		$11.1M Buy
91,388
+76,220
+503% +$8.94M 0.34% 27
2016
Q3 		$1.75M Buy
15,168
+5,015
+49% +$594K 0.07% 417
2016
Q2 		$1.22M Buy
10,153
+4,973
+96% +$623K 0.07% 379
2016
Q1 		$651K Sell
5,180
-2,231
-30% -$267K 0.04% 504
2015
Q4 		$876K Buy
7,411
+516
+7% +$57.7K 0.07% 377
2015
Q3 		$679K Sell
6,895
-37,509
-84% -$3.65M 0.11% 270
2015
Q2 		$4.22M Sell
44,404
-7,871
-15% -$761K 0.17% 262
2015
Q1 		$5.09M Buy
52,275
+984
+2% +$93.4K 0.2% 176
2014
Q4 		$4.81M Buy
51,291
+44,278
+631% +$4.14M 0.25% 71
2014
Q3 		$665K Buy
+7,013
New +$669K 0.05% 420

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AHL Partners's MCD Position: Q4 2017 in Review

AHL Partners reduced its McDonald's (MCD) stake by 20% in Q4 2017, selling an estimated $2.11M and leaving 49,891 shares worth $8.59M. The position accounts for 0.13% of the portfolio, ranked #268.

AHL Partners first reported a position in MCD in Q3 2014 and has held it in 14 quarters since. The position peaked at $16.3M in Q2 2017. 1,890 funds tracked by Wall St. Rank hold MCD as of Q4 2017.

  • AHL Partners held 49,891 shares of McDonald's worth $8.59M as of Q4 2017.
  • AHL Partners sold 12,564 McDonald's shares in Q4 2017, an estimated $2.11M.
  • McDonald's made up 0.13% of AHL Partners's portfolio in Q4 2017, its #268 holding.
  • AHL Partners first reported a position in McDonald's in Q3 2014 and has held it in 14 quarters since.
  • AHL Partners's McDonald's position peaked at $16.3M in Q2 2017.
  • 1,890 funds tracked by Wall St. Rank held McDonald's as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.