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Beacon Trust’s McDonald's MCD Stock Holding History

Beacon Trust’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
Q1 		$285K Sell
2,230
-270
-11% -$33.9K 0.04% 155
2016
Q4 		$304K Sell
2,500
-925
-27% -$108K 0.05% 155
2016
Q3 		$396K Sell
3,425
-1,191
-26% -$141K 0.07% 133
2016
Q2 		$556K Sell
4,616
-11
-0.2% -$1.38K 0.09% 122
2016
Q1 		$582K Sell
4,627
-269
-5% -$32.1K 0.1% 115
2015
Q4 		$578K Sell
4,896
-437
-8% -$48.9K 0.1% 118
2015
Q3 		$525K Sell
5,333
-82
-2% -$7.99K 0.09% 123
2015
Q2 		$515K Sell
5,415
-6,900
-56% -$667K 0.08% 126
2015
Q1 		$1.2M Sell
12,315
-182
-1% -$17.3K 0.18% 100
2014
Q4 		$1.17M Buy
12,497
+8,308
+198% +$778K 0.18% 102
2014
Q3 		$397K Sell
4,189
-391
-9% -$37.3K 0.07% 142
2014
Q2 		$461K Sell
4,580
-358
-7% -$36.1K 0.08% 134
2014
Q1 		$484K Sell
4,938
-210
-4% -$20.1K 0.08% 131
2013
Q4 		$500K Sell
5,148
-2,369
-32% -$228K 0.09% 127
2013
Q3 		$723K Sell
7,517
-20,095
-73% -$1.96M 0.13% 102
2013
Q2 		$2.73M Buy
+27,612
New +$2.77M 0.52% 69

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Beacon Trust's MCD Position: Q1 2017 in Review

Beacon Trust reduced its McDonald's (MCD) stake by 11% in Q1 2017, selling an estimated $33.9K and leaving 2,230 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #155.

Beacon Trust first reported a position in MCD in Q2 2013 and has held it in 16 quarters since. The position peaked at $2.73M in Q2 2013. 1,650 funds tracked by Wall St. Rank hold MCD as of Q1 2017.

  • Beacon Trust held 2,230 shares of McDonald's worth $285K as of Q1 2017.
  • Beacon Trust sold 270 McDonald's shares in Q1 2017, an estimated $33.9K.
  • McDonald's made up 0.04% of Beacon Trust's portfolio in Q1 2017, its #155 holding.
  • Beacon Trust first reported a position in McDonald's in Q2 2013 and has held it in 16 quarters since.
  • Beacon Trust's McDonald's position peaked at $2.73M in Q2 2013.
  • 1,650 funds tracked by Wall St. Rank held McDonald's as of Q1 2017.

Based on Beacon Trust's 13F filing for Q1 2017, filed 9 May 2017.