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AJO LP’s McDonald's MCD Stock Holding History

AJO LP’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 		– Sell
-1,502
Closed -$296K – 711
2019
Q4 		$296K Sell
1,502
-51,178
-97% -$10.2M ﹤0.01% 488
2019
Q3 		$11.3M Buy
52,680
+40,183
+322% +$8.62M 0.07% 202
2019
Q2 		$2.6M Buy
+12,497
New +$2.48M 0.01% 385
2018
Q3 		– Sell
-7,602
Closed -$1.19M – 694
2018
Q2 		$1.19M Sell
7,602
-26,113
-77% -$4.23M 0.01% 508
2018
Q1 		$5.27M Sell
33,715
-65,697
-66% -$10.8M 0.02% 322
2017
Q4 		$17.1M Sell
99,412
-290,505
-75% -$48.8M 0.07% 188
2017
Q3 		$61.1M Sell
389,917
-46,154
-11% -$7.23M 0.27% 106
2017
Q2 		$66.8M Buy
436,071
+85,831
+25% +$12.4M 0.29% 100
2017
Q1 		$45.4M Buy
350,240
+77,814
+29% +$9.76M 0.19% 110
2016
Q4 		$33.2M Sell
272,426
-73,805
-21% -$8.65M 0.14% 121
2016
Q3 		$39.9M Buy
346,231
+9,079
+3% +$1.08M 0.17% 120
2016
Q2 		$40.6M Sell
337,152
-16,547
-5% -$2.07M 0.18% 121
2016
Q1 		$44.5M Buy
353,699
+212,351
+150% +$25.4M 0.19% 122
2015
Q4 		$16.7M Buy
141,348
+3,456
+3% +$386K 0.07% 184
2015
Q3 		$13.6M Buy
137,892
+103,512
+301% +$10.1M 0.06% 207
2015
Q2 		$3.27M Buy
+34,380
New +$3.33M 0.01% 344
2014
Q3 		– Sell
-128,160
Closed -$12.9M – 454
2014
Q2 		$12.9M Sell
128,160
-36,040
-22% -$3.64M 0.06% 184
2014
Q1 		$16.1M Buy
164,200
+35,300
+27% +$3.38M 0.07% 157
2013
Q4 		$12.5M Buy
128,900
+89,500
+227% +$8.6M 0.05% 185
2013
Q3 		$3.79M Sell
39,400
-140,800
-78% -$13.7M 0.02% 320
2013
Q2 		$17.8M Buy
+180,200
New +$18M 0.08% 147

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

AJO LP's MCD Position: Q1 2020 in Review

AJO LP sold out of McDonald's (MCD) in Q1 2020, closing a stake of 1,502 shares — an estimated $296K sold.

AJO LP first reported a position in MCD in Q2 2013 and held it in 21 quarters. The position peaked at $66.8M in Q2 2017. 2,165 funds tracked by Wall St. Rank hold MCD as of Q1 2020.

  • AJO LP reported no remaining McDonald's position as of Q1 2020 after selling out during the quarter.
  • AJO LP sold 1,502 McDonald's shares in Q1 2020, an estimated $296K.
  • AJO LP first reported a position in McDonald's in Q2 2013 and held it in 21 quarters.
  • AJO LP's McDonald's position peaked at $66.8M in Q2 2017.
  • 2,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2020.

Based on AJO LP's 13F filing for Q1 2020, filed 14 May 2020.