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BKS Advisors’s McDonald's MCD Stock Holding History

BKS Advisors’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
2019
Q1 		$1.14M Hold
6,020
– – 0.46% 64
2018
Q4 		$1.07M Sell
6,020
-11
-0.2% -$1.95K 0.49% 54
2018
Q3 		$1.01M Hold
6,031
– – 0.37% 73
2018
Q2 		$945K Sell
6,031
-1
-0% -$162 0.33% 77
2018
Q1 		$943K Buy
6,032
+2
+0% +$329 0.34% 75
2017
Q4 		$1.04M Sell
6,030
-142
-2% -$23.8K 0.38% 72
2017
Q3 		$967K Buy
6,172
+42
+0.7% +$6.58K 0.38% 69
2017
Q2 		$939K Sell
6,130
-233
-4% -$33.7K 0.38% 75
2017
Q1 		$825K Buy
6,363
+121
+2% +$15.2K 0.36% 77
2016
Q4 		$760K Buy
6,242
+6
+0.1% +$704 0.36% 77
2016
Q3 		$719K Buy
6,236
+14
+0.2% +$1.66K 0.33% 76
2016
Q2 		$749K Buy
6,222
+59
+1% +$7.39K 0.39% 73
2016
Q1 		$775K Buy
6,163
+108
+2% +$12.9K 0.4% 71
2015
Q4 		$715K Buy
6,055
+71
+1% +$7.94K 0.37% 71
2015
Q3 		$590K Sell
5,984
-881
-13% -$85.8K 0.33% 69
2015
Q2 		$653K Buy
6,865
+101
+1% +$9.77K 0.31% 68
2015
Q1 		$659K Buy
+6,764
New +$642K 0.31% 66

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BKS Advisors's MCD Position: Q1 2019 in Review

BKS Advisors held its McDonald's (MCD) position steady in Q1 2019 at 6,020 shares worth $1.14M. The position accounts for 0.46% of the portfolio, ranked #64.

BKS Advisors first reported a position in MCD in Q1 2015 and has held it in 17 quarters since. 2,048 funds tracked by Wall St. Rank hold MCD as of Q1 2019.

  • BKS Advisors held 6,020 shares of McDonald's worth $1.14M as of Q1 2019.
  • BKS Advisors left its McDonald's share count unchanged in Q1 2019.
  • McDonald's made up 0.46% of BKS Advisors's portfolio in Q1 2019, its #64 holding.
  • BKS Advisors first reported a position in McDonald's in Q1 2015 and has held it in 17 quarters since.
  • 2,048 funds tracked by Wall St. Rank held McDonald's as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.