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Banyan Partners’s McDonald's MCD Stock Holding History

Banyan Partners’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
Q3 		$6.81M Buy
71,863
+15,620
+28% +$1.49M 0.58% 51
2014
Q2 		$5.67M Sell
56,243
-13,820
-20% -$1.4M 0.48% 55
2014
Q1 		$6.87M Sell
70,063
-6,396
-8% -$612K 0.59% 42
2013
Q4 		$7.42M Buy
76,459
+17,147
+29% +$1.65M 0.52% 45
2013
Q3 		$5.71M Buy
59,312
+36,114
+156% +$3.53M 0.5% 44
2013
Q2 		$2.3M Buy
+23,198
New +$2.32M 0.45% 70

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Banyan Partners's MCD Position: Q3 2014 in Review

Banyan Partners increased its McDonald's (MCD) stake by 28% in Q3 2014, buying an estimated $1.49M and bringing the position to 71,863 shares worth $6.81M. The position accounts for 0.58% of the portfolio, ranked #51.

Banyan Partners first reported a position in MCD in Q2 2013 and has held it in 6 quarters since. The position peaked at $7.42M in Q4 2013. 1,480 funds tracked by Wall St. Rank hold MCD as of Q3 2014.

  • Banyan Partners held 71,863 shares of McDonald's worth $6.81M as of Q3 2014.
  • Banyan Partners bought 15,620 McDonald's shares in Q3 2014, an estimated $1.49M.
  • McDonald's made up 0.58% of Banyan Partners's portfolio in Q3 2014, its #51 holding.
  • Banyan Partners first reported a position in McDonald's in Q2 2013 and has held it in 6 quarters since.
  • Banyan Partners's McDonald's position peaked at $7.42M in Q4 2013.
  • 1,480 funds tracked by Wall St. Rank held McDonald's as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.