Allegis Investment Advisors’s McDonald's MCD Stock Holding History

Allegis Investment Advisors’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
2018 Q1	$1.44M	Sell	9,174 -624	-6%	-$103K	0.44%	50
2017 Q4	$1.69M	Sell	9,798 -10,378	-51%	-$1.74M	0.5%	50
2017 Q3	$3.16M	Buy	20,176 +468	+2%	+$73.3K	0.75%	32
2017 Q2	$3.02M	Buy	19,708 +919	+5%	+$133K	0.77%	30
2017 Q1	$2.44M	Buy	18,789 +2,647	+16%	+$332K	0.64%	38
2016 Q4	$1.97M	Buy	16,142 +2,740	+20%	+$321K	0.62%	42
2016 Q3	$1.55M	Buy	13,402 +1,968	+17%	+$233K	0.6%	55
2016 Q2	$1.37M	Buy	11,434 +1,301	+13%	+$163K	0.69%	45
2016 Q1	$1.27M	Buy	10,133 +2,011	+25%	+$240K	0.73%	46
2015 Q4	$960K	Buy	+8,122	New	+$908K	0.54%	50

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

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

Allegis Investment Advisors's MCD Position: Q1 2018 in Review

Allegis Investment Advisors reduced its McDonald's (MCD) stake by 6.4% in Q1 2018, selling an estimated $103K and leaving 9,174 shares worth $1.44M. The position accounts for 0.44% of the portfolio, ranked #50.

Allegis Investment Advisors first reported a position in MCD in Q4 2015 and has held it in 10 quarters since. The position peaked at $3.16M in Q3 2017. 1,847 funds tracked by Wall St. Rank hold MCD as of Q1 2018.

Allegis Investment Advisors held 9,174 shares of McDonald's worth $1.44M as of Q1 2018.
Allegis Investment Advisors sold 624 McDonald's shares in Q1 2018, an estimated $103K.
McDonald's made up 0.44% of Allegis Investment Advisors's portfolio in Q1 2018, its #50 holding.
Allegis Investment Advisors first reported a position in McDonald's in Q4 2015 and has held it in 10 quarters since.
Allegis Investment Advisors's McDonald's position peaked at $3.16M in Q3 2017.
1,847 funds tracked by Wall St. Rank held McDonald's as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.