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Bellwether Investment Group’s McDonald's MCD Stock Holding History

Bellwether Investment 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
Q4 		$388K Buy
2,255
+20
+0.9% +$3.36K 1.56% 20
2017
Q3 		$350K Sell
2,235
-230
-9% -$36K 1.65% 20
2017
Q2 		$378K Sell
2,465
-369
-13% -$53.3K 1.75% 22
2017
Q1 		$367K Sell
2,834
-382
-12% -$47.9K 0.97% 20
2016
Q4 		$391K Buy
+3,216
New +$377K 0.35% 80
2016
Q2 		$51K Buy
+427
New +$53.5K 0.06% 242

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bellwether Investment Group's MCD Position: Q4 2017 in Review

Bellwether Investment Group increased its McDonald's (MCD) stake by 0.89% in Q4 2017, buying an estimated $3.36K and bringing the position to 2,255 shares worth $388K. The position accounts for 1.56% of the portfolio, ranked #20.

Bellwether Investment Group first reported a position in MCD in Q2 2016 and has held it in 6 quarters since. The position peaked at $391K in Q4 2016. 1,890 funds tracked by Wall St. Rank hold MCD as of Q4 2017.

  • Bellwether Investment Group held 2,255 shares of McDonald's worth $388K as of Q4 2017.
  • Bellwether Investment Group bought 20 McDonald's shares in Q4 2017, an estimated $3.36K.
  • McDonald's made up 1.56% of Bellwether Investment Group's portfolio in Q4 2017, its #20 holding.
  • Bellwether Investment Group first reported a position in McDonald's in Q2 2016 and has held it in 6 quarters since.
  • Bellwether Investment Group's McDonald's position peaked at $391K in Q4 2016.
  • 1,890 funds tracked by Wall St. Rank held McDonald's as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.