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Atherton Lane Advisers’s McDonald's MCD Stock Holding History

Atherton Lane Advisers’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
Q2 		– Sell
-5,060
Closed -$493K – 242
2015
Q1 		$493K Sell
5,060
-525
-9% -$49.8K 0.03% 171
2014
Q4 		$523K Sell
5,585
-300
-5% -$28.1K 0.03% 173
2014
Q3 		$558K Sell
5,885
-3,302
-36% -$315K 0.03% 172
2014
Q2 		$925K Sell
9,187
-563
-6% -$56.8K 0.05% 116
2014
Q1 		$956K Sell
9,750
-3,673
-27% -$351K 0.06% 86
2013
Q4 		$1.3M Sell
13,423
-162,652
-92% -$15.6M 0.08% 81
2013
Q3 		$16.9M Buy
176,075
+4,431
+3% +$433K 1.16% 55
2013
Q2 		$17M Buy
+171,644
New +$17.2M 1.24% 45

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
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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Atherton Lane Advisers's MCD Position: Q2 2015 in Review

Atherton Lane Advisers sold out of McDonald's (MCD) in Q2 2015, closing a stake of 5,060 shares — an estimated $493K sold.

Atherton Lane Advisers first reported a position in MCD in Q2 2013 and held it in 8 quarters. The position peaked at $17M in Q2 2013. 1,496 funds tracked by Wall St. Rank hold MCD as of Q2 2015.

  • Atherton Lane Advisers reported no remaining McDonald's position as of Q2 2015 after selling out during the quarter.
  • Atherton Lane Advisers sold 5,060 McDonald's shares in Q2 2015, an estimated $493K.
  • Atherton Lane Advisers first reported a position in McDonald's in Q2 2013 and held it in 8 quarters.
  • Atherton Lane Advisers's McDonald's position peaked at $17M in Q2 2013.
  • 1,496 funds tracked by Wall St. Rank held McDonald's as of Q2 2015.

Based on Atherton Lane Advisers's 13F filing for Q2 2015, filed 14 Aug 2015.