Baird’s McDonald's MCD Stock Holding History

Baird’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 Q1	$67M	Sell	687,825 -8,884	-1%	-$843K	0.69%	19
2014 Q4	$65.3M	Sell	696,709 -19,336	-3%	-$1.81M	0.69%	17
2014 Q3	$67.9M	Buy	716,045 +3,385	+0.5%	+$323K	0.95%	12
2014 Q2	$71.8M	Sell	712,660 -2,497	-0.3%	-$252K	1.01%	12
2014 Q1	$70.1M	Buy	715,157 +4,240	+0.6%	+$405K	1.02%	12
2013 Q4	$69M	Buy	710,917 +34,220	+5%	+$3.29M	1.19%	11
2013 Q3	$65.1M	Buy	676,697 +259,215	+62%	+$25.3M	1.21%	9
2013 Q2	$41.3M	Buy	+417,482	New	+$41.8M	0.82%	17

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird's MCD Position: Q1 2015 in Review

Baird reduced its McDonald's (MCD) stake by 1.3% in Q1 2015, selling an estimated $843K and leaving 687,825 shares worth $67M. The position accounts for 0.69% of the portfolio, ranked #19.

Baird first reported a position in MCD in Q2 2013 and has held it in 8 quarters since. The position peaked at $71.8M in Q2 2014. 1,542 funds tracked by Wall St. Rank hold MCD as of Q1 2015.

Baird held 687,825 shares of McDonald's worth $67M as of Q1 2015.
Baird sold 8,884 McDonald's shares in Q1 2015, an estimated $843K.
McDonald's made up 0.69% of Baird's portfolio in Q1 2015, its #19 holding.
Baird first reported a position in McDonald's in Q2 2013 and has held it in 8 quarters since.
Baird's McDonald's position peaked at $71.8M in Q2 2014.
1,542 funds tracked by Wall St. Rank held McDonald's as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.