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Barrington Strategic Wealth Management Group’s McDonald's MCD Stock Holding History

Barrington Strategic Wealth Management Group’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 		$1.78M Sell
11,387
-88
-0.8% -$13.8K 0.9% 30
2017
Q2 		$1.76M Sell
11,475
-264
-2% -$38.2K 0.89% 30
2017
Q1 		$1.52M Sell
11,739
-302
-3% -$37.9K 0.79% 34
2016
Q4 		$1.47M Sell
12,041
-75
-0.6% -$8.79K 0.79% 37
2016
Q3 		$1.4M Sell
12,116
-210
-2% -$24.9K 0.79% 38
2016
Q2 		$1.48M Sell
12,326
-170
-1% -$21.3K 0.85% 35
2016
Q1 		$1.57M Sell
12,496
-173
-1% -$20.7K 0.91% 30
2015
Q4 		$1.5M Sell
12,669
-8,974
-41% -$1M 0.88% 32
2015
Q3 		$2.13M Sell
21,643
-360
-2% -$35.1K 1.36% 22
2015
Q2 		$2.09M Sell
22,003
-235
-1% -$22.7K 1.26% 24
2015
Q1 		$2.17M Sell
22,238
-605
-3% -$57.4K 1.33% 21
2014
Q4 		$2.14M Buy
22,843
+192
+0.8% +$18K 1.37% 21
2014
Q3 		$2.15M Sell
22,651
-2,190
-9% -$209K 1.39% 18
2014
Q2 		$2.5M Sell
24,841
-935
-4% -$94.4K 1.59% 13
2014
Q1 		$2.53M Sell
25,776
-210
-0.8% -$20.1K 1.64% 11
2013
Q4 		$2.52M Buy
25,986
+900
+4% +$86.5K 1.68% 11
2013
Q3 		$2.41M Buy
25,086
+1,192
+5% +$116K 2.14% 9
2013
Q2 		$2.37M Buy
+23,894
New +$2.39M 1.94% 12

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

Barrington Strategic Wealth Management Group's MCD Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group reduced its McDonald's (MCD) stake by 0.77% in Q3 2017, selling an estimated $13.8K and leaving 11,387 shares worth $1.78M. The position accounts for 0.9% of the portfolio, ranked #30.

Barrington Strategic Wealth Management Group first reported a position in MCD in Q2 2013 and has held it in 18 quarters since. The position peaked at $2.53M in Q1 2014. 1,718 funds tracked by Wall St. Rank hold MCD as of Q3 2017.

  • Barrington Strategic Wealth Management Group held 11,387 shares of McDonald's worth $1.78M as of Q3 2017.
  • Barrington Strategic Wealth Management Group sold 88 McDonald's shares in Q3 2017, an estimated $13.8K.
  • McDonald's made up 0.9% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #30 holding.
  • Barrington Strategic Wealth Management Group first reported a position in McDonald's in Q2 2013 and has held it in 18 quarters since.
  • Barrington Strategic Wealth Management Group's McDonald's position peaked at $2.53M in Q1 2014.
  • 1,718 funds tracked by Wall St. Rank held McDonald's as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.