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Aris Wealth Services’s McDonald's MCD Stock Holding History

Aris Wealth Services’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
2015
Q3 		$42K Sell
424
-651
-61% -$63.4K 0.09% 97
2015
Q2 		$102K Sell
1,075
-55
-5% -$5.32K 0.09% 145
2015
Q1 		$110K Buy
+1,130
New +$107K 0.1% 136
2014
Q3 		– Sell
-2,074
Closed -$209K – 104
2014
Q2 		$209K Sell
2,074
-54
-3% -$5.45K 0.27% 97
2014
Q1 		$209K Buy
+2,128
New +$203K 0.31% 83

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aris Wealth Services's MCD Position: Q3 2015 in Review

Aris Wealth Services reduced its McDonald's (MCD) stake by 61% in Q3 2015, selling an estimated $63.4K and leaving 424 shares worth $42K. The position accounts for 0.09% of the portfolio, ranked #97.

Aris Wealth Services first reported a position in MCD in Q1 2014 and has held it in 5 quarters since. The position peaked at $209K in Q2 2014. 1,494 funds tracked by Wall St. Rank hold MCD as of Q3 2015.

  • Aris Wealth Services held 424 shares of McDonald's worth $42K as of Q3 2015.
  • Aris Wealth Services sold 651 McDonald's shares in Q3 2015, an estimated $63.4K.
  • McDonald's made up 0.09% of Aris Wealth Services's portfolio in Q3 2015, its #97 holding.
  • Aris Wealth Services first reported a position in McDonald's in Q1 2014 and has held it in 5 quarters since.
  • Aris Wealth Services's McDonald's position peaked at $209K in Q2 2014.
  • 1,494 funds tracked by Wall St. Rank held McDonald's as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.