Aperio Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $138M | Buy |
643,322
+20,309
| +3% | +$4.42M | 0.41% | 41 |
|
|
2020
Q3 | $137M | Buy |
623,013
+40,721
| +7% | +$8.36M | 0.46% | 41 |
|
|
2020
Q2 | $107M | Sell |
582,292
-36,553
| -6% | -$6.7M | 0.4% | 43 |
|
|
2020
Q1 | $102M | Sell |
618,845
-29,419
| -5% | -$5.8M | 0.45% | 41 |
|
|
2019
Q4 | $128M | Buy |
648,264
+9,357
| +1% | +$1.86M | 0.46% | 33 |
|
|
2019
Q3 | $137M | Buy |
638,907
+10,584
| +2% | +$2.27M | 0.54% | 29 |
|
|
2019
Q2 | $130M | Buy |
628,323
+17,835
| +3% | +$3.53M | 0.53% | 29 |
|
|
2019
Q1 | $116M | Buy |
610,488
+18,611
| +3% | +$3.38M | 0.5% | 31 |
|
|
2018
Q4 | $105M | Buy |
591,877
+14,931
| +3% | +$2.65M | 0.53% | 29 |
|
|
2018
Q3 | $96.5M | Sell |
576,946
-8,470
| -1% | -$1.36M | 0.43% | 43 |
|
|
2018
Q2 | $91.7M | Buy |
585,416
+19,727
| +3% | +$3.2M | 0.44% | 36 |
|
|
2018
Q1 | $88.5M | Buy |
565,689
+3,452
| +0.6% | +$568K | 0.44% | 37 |
|
|
2017
Q4 | $96.8M | Buy |
562,237
+24,043
| +4% | +$4.04M | 0.49% | 30 |
|
|
2017
Q3 | $84.3M | Buy |
538,194
+9,452
| +2% | +$1.48M | 0.48% | 31 |
|
|
2017
Q2 | $81M | Buy |
528,742
+15,025
| +3% | +$2.17M | 0.5% | 33 |
|
|
2017
Q1 | $66.6M | Buy |
513,717
+3,610
| +0.7% | +$453K | 0.46% | 35 |
|
|
2016
Q4 | $62.1M | Buy |
510,107
+43,096
| +9% | +$5.05M | 0.47% | 34 |
|
|
2016
Q3 | $53.9M | Sell |
467,011
-5,466
| -1% | -$648K | 0.39% | 47 |
|
|
2016
Q2 | $56.9M | Buy |
472,477
+5,941
| +1% | +$744K | 0.44% | 42 |
|
|
2016
Q1 | $58.6M | Buy |
466,536
+17,751
| +4% | +$2.12M | 0.5% | 35 |
|
|
2015
Q4 | $53M | Sell |
448,785
-335
| -0.1% | -$37.5K | 0.49% | 35 |
|
|
2015
Q3 | $44.3M | Buy |
449,120
+42,945
| +11% | +$4.18M | 0.45% | 39 |
|
|
2015
Q2 | $38.6M | Buy |
406,175
+41,472
| +11% | +$4.01M | 0.4% | 43 |
|
|
2015
Q1 | $35.5M | Buy |
364,703
+51,917
| +17% | +$4.93M | 0.4% | 45 |
|
|
2014
Q4 | $29.3M | Sell |
312,786
-32,289
| -9% | -$3.02M | 0.36% | 50 |
|
|
2014
Q3 | $32.7M | Buy |
345,075
+14,102
| +4% | +$1.35M | 0.44% | 34 |
|
|
2014
Q2 | $33.3M | Buy |
330,973
+25,251
| +8% | +$2.55M | 0.48% | 29 |
|
|
2014
Q1 | $30M | Buy |
+305,722
| New | +$29.2M | 0.42% | 30 |
|
|
2013
Q4 | – | Sell |
-272,318
| Closed | -$26.2M | – | 30 |
|
|
2013
Q3 | $26.2M | Buy |
272,318
+34,043
| +14% | +$3.32M | 0.51% | 24 |
|
|
2013
Q2 | $23.6M | Buy |
+238,275
| New | +$23.9M | 0.56% | 21 |
|
Other funds holding MCD
Aperio Group's MCD Position: Q4 2020 in Review
Aperio Group increased its McDonald's (MCD) stake by 3.3% in Q4 2020, buying an estimated $4.42M and bringing the position to 643,322 shares worth $138M. The position accounts for 0.41% of the portfolio, ranked #41.
Aperio Group first reported a position in MCD in Q2 2013 and has held it in 30 quarters since. 2,463 funds tracked by Wall St. Rank hold MCD as of Q4 2020.
- Aperio Group held 643,322 shares of McDonald's worth $138M as of Q4 2020.
- Aperio Group bought 20,309 McDonald's shares in Q4 2020, an estimated $4.42M.
- McDonald's made up 0.41% of Aperio Group's portfolio in Q4 2020, its #41 holding.
- Aperio Group first reported a position in McDonald's in Q2 2013 and has held it in 30 quarters since.
- 2,463 funds tracked by Wall St. Rank held McDonald's as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.