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Avalon Capital Management’s McDonald's MCD Stock Holding History

Avalon Capital Management’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
2014
Q4 		– Sell
-12,385
Closed -$1.17M – 73
2014
Q3 		$1.17M Buy
+12,385
New +$1.18M 0.98% 32
2014
Q1 		– Sell
-16,729
Closed -$1.62M – 115
2013
Q4 		$1.62M Buy
+16,729
New +$1.61M 1.37% 22

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Avalon Capital Management's MCD Position: Q4 2014 in Review

Avalon Capital Management sold out of McDonald's (MCD) in Q4 2014, closing a stake of 12,385 shares — an estimated $1.17M sold.

Avalon Capital Management first reported a position in MCD in Q4 2013 and held it in 2 quarters. The position peaked at $1.62M in Q4 2013. 1,554 funds tracked by Wall St. Rank hold MCD as of Q4 2014.

  • Avalon Capital Management reported no remaining McDonald's position as of Q4 2014 after selling out during the quarter.
  • Avalon Capital Management sold 12,385 McDonald's shares in Q4 2014, an estimated $1.17M.
  • Avalon Capital Management first reported a position in McDonald's in Q4 2013 and held it in 2 quarters.
  • Avalon Capital Management's McDonald's position peaked at $1.62M in Q4 2013.
  • 1,554 funds tracked by Wall St. Rank held McDonald's as of Q4 2014.

Based on Avalon Capital Management's 13F filing for Q4 2014, filed 24 Feb 2015.