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ARS Investment Partners’s McDonald's MCD Stock Holding History

ARS Investment Partners’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
Q2 		– Sell
-10,604
Closed -$1.66M – 141
2018
Q1 		$1.66M Buy
10,604
+778
+8% +$128K 0.2% 77
2017
Q4 		$1.69M Buy
9,826
+12
+0.1% +$2.02K 0.2% 80
2017
Q3 		$1.54M Buy
9,814
+1,956
+25% +$307K 0.2% 85
2017
Q2 		$1.2M Sell
7,858
-13
-0.2% -$1.88K 0.17% 98
2017
Q1 		$1.02M Buy
7,871
+538
+7% +$67.5K 0.15% 100
2016
Q4 		$893K Buy
+7,333
New +$860K 0.14% 101

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

ARS Investment Partners's MCD Position: Q2 2018 in Review

ARS Investment Partners sold out of McDonald's (MCD) in Q2 2018, closing a stake of 10,604 shares — an estimated $1.66M sold.

ARS Investment Partners first reported a position in MCD in Q4 2016 and held it in 6 quarters. The position peaked at $1.69M in Q4 2017. 1,870 funds tracked by Wall St. Rank hold MCD as of Q2 2018.

  • ARS Investment Partners reported no remaining McDonald's position as of Q2 2018 after selling out during the quarter.
  • ARS Investment Partners sold 10,604 McDonald's shares in Q2 2018, an estimated $1.66M.
  • ARS Investment Partners first reported a position in McDonald's in Q4 2016 and held it in 6 quarters.
  • ARS Investment Partners's McDonald's position peaked at $1.69M in Q4 2017.
  • 1,870 funds tracked by Wall St. Rank held McDonald's as of Q2 2018.

Based on ARS Investment Partners's 13F filing for Q2 2018, filed 13 Aug 2018.