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Apertura Capital’s McDonald's MCD Stock Holding History

Apertura Capital’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
2019
Q3 		– Sell
-35,000
Closed -$7.27M – 34
2019
Q2 		$7.27M Sell
35,000
-65,000
-65% -$12.9M 2.52% 15
2019
Q1 		$19M Buy
+100,000
New +$18.1M 5.31% 6
2016
Q4 		– Sell
-75,000
Closed -$8.65M – 58
2016
Q3 		$8.65M Buy
+75,000
New +$8.89M 2.89% 8

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Apertura Capital's MCD Position: Q3 2019 in Review

Apertura Capital sold out of McDonald's (MCD) in Q3 2019, closing a stake of 35,000 shares — an estimated $7.27M sold.

Apertura Capital first reported a position in MCD in Q3 2016 and held it in 3 quarters. The position peaked at $19M in Q1 2019. 2,090 funds tracked by Wall St. Rank hold MCD as of Q3 2019.

  • Apertura Capital reported no remaining McDonald's position as of Q3 2019 after selling out during the quarter.
  • Apertura Capital sold 35,000 McDonald's shares in Q3 2019, an estimated $7.27M.
  • Apertura Capital first reported a position in McDonald's in Q3 2016 and held it in 3 quarters.
  • Apertura Capital's McDonald's position peaked at $19M in Q1 2019.
  • 2,090 funds tracked by Wall St. Rank held McDonald's as of Q3 2019.

Based on Apertura Capital's 13F filing for Q3 2019, filed 13 Nov 2019.