Aspiriant Holdings S3’s McDonald's MCD Stock Holding History

Aspiriant Holdings S3’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 Q4	–	Sell	-6,791	Closed	-$669K	–	109
2015 Q3	$669K	Buy	6,791 +171	+3%	+$16.7K	0.31%	75
2015 Q2	$629K	Sell	6,620 -1,752	-21%	-$169K	0.25%	82
2015 Q1	$816K	Buy	8,372 +1,620	+24%	+$154K	0.32%	76
2014 Q4	$633K	Sell	6,752 -1,115	-14%	-$104K	0.26%	84
2014 Q3	$746K	Sell	7,867 -535	-6%	-$51K	0.3%	75
2014 Q2	$846K	Buy	8,402 +97	+1%	+$9.79K	0.34%	73
2014 Q1	$814K	Sell	8,305 -31,043	-79%	-$2.97M	0.34%	75
2013 Q4	$3.82M	Sell	39,348 -710	-2%	-$68.2K	1.5%	30
2013 Q3	$3.85M	Buy	40,058 +1,823	+5%	+$178K	1.63%	24
2013 Q2	$3.79M	Buy	+38,235	New	+$3.83M	1.71%	23

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Aspiriant Holdings S3's MCD Position: Q4 2015 in Review

Aspiriant Holdings S3 sold out of McDonald's (MCD) in Q4 2015, closing a stake of 6,791 shares — an estimated $669K sold.

Aspiriant Holdings S3 first reported a position in MCD in Q2 2013 and held it in 10 quarters. The position peaked at $3.85M in Q3 2013. 1,590 funds tracked by Wall St. Rank hold MCD as of Q4 2015.

Aspiriant Holdings S3 reported no remaining McDonald's position as of Q4 2015 after selling out during the quarter.
Aspiriant Holdings S3 sold 6,791 McDonald's shares in Q4 2015, an estimated $669K.
Aspiriant Holdings S3 first reported a position in McDonald's in Q2 2013 and held it in 10 quarters.
Aspiriant Holdings S3's McDonald's position peaked at $3.85M in Q3 2013.
1,590 funds tracked by Wall St. Rank held McDonald's as of Q4 2015.

Based on Aspiriant Holdings S3's 13F filing for Q4 2015, filed 13 Jan 2016.