Atlantic Investment Company’s McDonald's MCD Stock Holding History

Atlantic Investment Company’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	$203K	Buy	+2,064	New	+$201K	0.59%	45
2015 Q2	–	Sell	-2,064	Closed	-$201K	–	51
2015 Q1	$201K	Buy	+2,064	New	+$196K	0.39%	48
2014 Q3	–	Sell	-3,764	Closed	-$359K	–	40
2014 Q2	$379K	Buy	3,764 +100	+3%	+$10.1K	0.32%	39
2014 Q1	$359K	Buy	3,664 +600	+20%	+$57.4K	0.35%	41
2013 Q4	$297K	Hold	3,064	–	–	0.26%	44
2013 Q3	$295K	Hold	3,064	–	–	0.19%	50
2013 Q2	$303K	Buy	+3,064	New	+$307K	0.22%	45

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 $677M AUM 27.58% 1-Year Est. Return

BIT

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

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

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

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

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

Atlantic Investment Company's MCD Position: Q3 2015 in Review

Atlantic Investment Company opened a new position in McDonald's (MCD) in Q3 2015: 2,064 shares worth $203K. The stake represents 0.59% of the portfolio and ranks #45 among its holdings. This is a return to the name: Atlantic Investment Company previously reported a position in MCD as recently as Q1 2015.

Atlantic Investment Company first reported a position in MCD in Q2 2013 and has held it in 7 quarters since. The position peaked at $379K in Q2 2014. 1,494 funds tracked by Wall St. Rank hold MCD as of Q3 2015.

Atlantic Investment Company held 2,064 shares of McDonald's worth $203K as of Q3 2015.
McDonald's was a new Atlantic Investment Company position in Q3 2015.
McDonald's made up 0.59% of Atlantic Investment Company's portfolio in Q3 2015, its #45 holding.
Atlantic Investment Company first reported a position in McDonald's in Q2 2013 and has held it in 7 quarters since.
Atlantic Investment Company's McDonald's position peaked at $379K in Q2 2014.
1,494 funds tracked by Wall St. Rank held McDonald's as of Q3 2015.

Based on Atlantic Investment Company's 13F filing for Q3 2015, filed 13 Nov 2015.