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

Aviance 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
2019
Q1 		$807K Sell
4,251
-1,077
-20% -$195K 0.12% 114
2018
Q4 		$946K Buy
+5,328
New +$945K 0.13% 96
2018
Q3 		– Sell
-16
Closed -$3K – 225
2018
Q2 		$3K Sell
16
-1,282
-99% -$208K ﹤0.01% 190
2018
Q1 		$203K Sell
1,298
-10,827
-89% -$1.78M 0.02% 182
2017
Q4 		$2.09M Sell
12,125
-1,004
-8% -$169K 0.15% 87
2017
Q3 		$2.06M Buy
13,129
+3,980
+44% +$624K 0.14% 91
2017
Q2 		$1.4M Buy
9,149
+750
+9% +$108K 0.09% 115
2017
Q1 		$1.09M Buy
+8,399
New +$1.05M 0.06% 123
2016
Q4 		– Sell
-224,022
Closed -$25.8M – 270
2016
Q3 		$25.8M Buy
224,022
+22,358
+11% +$2.65M 0.72% 41
2016
Q2 		$24.3M Buy
201,664
+50,231
+33% +$6.29M 0.73% 40
2016
Q1 		$19M Buy
151,433
+17,507
+13% +$2.09M 0.63% 47
2015
Q4 		$15.8M Buy
133,926
+19,674
+17% +$2.2M 0.52% 54
2015
Q3 		$11.3M Buy
+114,252
New +$11.1M 0.39% 68
2015
Q2 		– Sell
-95,767
Closed -$9.33M – 161
2015
Q1 		$9.33M Buy
95,767
+23,935
+33% +$2.27M 0.35% 61
2014
Q4 		$6.73M Buy
71,832
+15,028
+26% +$1.41M 0.24% 75
2014
Q3 		$5.39M Buy
56,804
+22,694
+67% +$2.16M 0.22% 75
2014
Q2 		$3.44M Buy
34,110
+15,724
+86% +$1.59M 0.15% 88
2014
Q1 		$1.8M Buy
18,386
+15,000
+443% +$1.43M 0.09% 109
2013
Q4 		$329K Sell
3,386
-2,111
-38% -$203K 0.18% 100
2013
Q3 		$529K Sell
5,497
-17,721
-76% -$1.73M 0.31% 64
2013
Q2 		$2.3M Buy
+23,218
New +$2.33M 1.26% 16

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aviance Capital Management's MCD Position: Q1 2019 in Review

Aviance Capital Management reduced its McDonald's (MCD) stake by 20% in Q1 2019, selling an estimated $195K and leaving 4,251 shares worth $807K. The position accounts for 0.12% of the portfolio, ranked #114.

Aviance Capital Management first reported a position in MCD in Q2 2013 and has held it in 21 quarters since. The position peaked at $25.8M in Q3 2016. 2,049 funds tracked by Wall St. Rank hold MCD as of Q1 2019.

  • Aviance Capital Management held 4,251 shares of McDonald's worth $807K as of Q1 2019.
  • Aviance Capital Management sold 1,077 McDonald's shares in Q1 2019, an estimated $195K.
  • McDonald's made up 0.12% of Aviance Capital Management's portfolio in Q1 2019, its #114 holding.
  • Aviance Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 21 quarters since.
  • Aviance Capital Management's McDonald's position peaked at $25.8M in Q3 2016.
  • 2,049 funds tracked by Wall St. Rank held McDonald's as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.