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BancorpSouth’s McDonald's MCD Stock Holding History

BancorpSouth’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
2017
Q3 		$2.22M Sell
14,176
-23,542
-62% -$3.69M 0.22% 66
2017
Q2 		$5.78M Buy
37,718
+365
+1% +$52.8K 0.59% 21
2017
Q1 		$4.84M Buy
37,353
+987
+3% +$124K 0.51% 22
2016
Q4 		$4.43M Buy
36,366
+3,750
+11% +$440K 0.49% 24
2016
Q3 		$3.76M Buy
32,616
+538
+2% +$63.8K 0.41% 26
2016
Q2 		$3.86M Buy
32,078
+1,130
+4% +$142K 0.43% 23
2016
Q1 		$3.89M Buy
30,948
+694
+2% +$82.9K 0.47% 25
2015
Q4 		$3.57M Sell
30,254
-2,802
-8% -$313K 0.44% 28
2015
Q3 		$3.26M Buy
33,056
+445
+1% +$43.3K 0.42% 26
2015
Q2 		$3.1M Buy
32,611
+1,022
+3% +$98.9K 0.35% 27
2015
Q1 		$3.08M Buy
31,589
+5,560
+21% +$528K 0.33% 26
2014
Q4 		$2.44M Buy
26,029
+7,143
+38% +$669K 0.27% 33
2014
Q3 		$1.79M Buy
18,886
+1,358
+8% +$130K 0.19% 45
2014
Q2 		$1.77M Buy
17,528
+3,697
+27% +$373K 0.18% 48
2014
Q1 		$1.36M Sell
13,831
-30
-0.2% -$2.87K 0.15% 62
2013
Q4 		$1.34M Buy
13,861
+2,199
+19% +$211K 0.15% 52
2013
Q3 		$1.12M Buy
11,662
+1,698
+17% +$166K 0.13% 58
2013
Q2 		$986K Buy
+9,964
New +$998K 0.12% 59

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

BancorpSouth's MCD Position: Q3 2017 in Review

BancorpSouth reduced its McDonald's (MCD) stake by 62% in Q3 2017, selling an estimated $3.69M and leaving 14,176 shares worth $2.22M. The position accounts for 0.22% of the portfolio, ranked #66.

BancorpSouth first reported a position in MCD in Q2 2013 and has held it in 18 quarters since. The position peaked at $5.78M in Q2 2017. 1,718 funds tracked by Wall St. Rank hold MCD as of Q3 2017.

  • BancorpSouth held 14,176 shares of McDonald's worth $2.22M as of Q3 2017.
  • BancorpSouth sold 23,542 McDonald's shares in Q3 2017, an estimated $3.69M.
  • McDonald's made up 0.22% of BancorpSouth's portfolio in Q3 2017, its #66 holding.
  • BancorpSouth first reported a position in McDonald's in Q2 2013 and has held it in 18 quarters since.
  • BancorpSouth's McDonald's position peaked at $5.78M in Q2 2017.
  • 1,718 funds tracked by Wall St. Rank held McDonald's as of Q3 2017.

Based on BancorpSouth's 13F filing for Q3 2017, filed 14 Nov 2017.