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Boston Advisors’s McDonald's MCD Stock Holding History

Boston 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
Q3 		$1.41M Sell
6,549
-170
-3% -$36.4K 0.07% 326
2019
Q2 		$1.4M Buy
6,719
+1
+0% +$198 0.07% 279
2019
Q1 		$1.28M Buy
6,718
+45
+0.7% +$8.17K 0.07% 301
2018
Q4 		$1.19M Sell
6,673
-617
-8% -$109K 0.07% 283
2018
Q3 		$1.22M Sell
7,290
-150
-2% -$24K 0.05% 344
2018
Q2 		$1.17M Buy
7,440
+50
+0.7% +$8.11K 0.03% 350
2018
Q1 		$1.16M Buy
7,390
+85
+1% +$14K 0.03% 340
2017
Q4 		$1.26M Sell
7,305
-525
-7% -$88.2K 0.03% 332
2017
Q3 		$1.23M Sell
7,830
-150
-2% -$23.5K 0.03% 335
2017
Q2 		$1.22M Hold
7,980
– – 0.03% 352
2017
Q1 		$1.03M Sell
7,980
-200
-2% -$25.1K 0.02% 357
2016
Q4 		$996K Sell
8,180
-330
-4% -$38.7K 0.02% 361
2016
Q3 		$982K Hold
8,510
– – 0.02% 355
2016
Q2 		$1.02M Buy
8,510
+300
+4% +$37.6K 0.03% 347
2016
Q1 		$1.03M Buy
8,210
+300
+4% +$35.9K 0.03% 325
2015
Q4 		$934K Buy
7,910
+665
+9% +$74.4K 0.02% 335
2015
Q3 		$714K Sell
7,245
-649
-8% -$63.2K 0.03% 440
2015
Q2 		$750K Sell
7,894
-100
-1% -$9.67K 0.03% 352
2015
Q1 		$779K Buy
7,994
+79
+1% +$7.5K 0.03% 333
2014
Q4 		$742K Sell
7,915
-2,194
-22% -$205K 0.03% 292
2014
Q3 		$958K Sell
10,109
-1,020
-9% -$97.3K 0.04% 277
2014
Q2 		$1.12M Sell
11,129
-280
-2% -$28.3K 0.05% 270
2014
Q1 		$1.12M Sell
11,409
-390
-3% -$37.3K 0.05% 263
2013
Q4 		$1.15M Sell
11,799
-225
-2% -$21.6K 0.05% 254
2013
Q3 		$1.16M Sell
12,024
-125
-1% -$12.2K 0.06% 236
2013
Q2 		$1.2M Buy
+12,149
New +$1.22M 0.06% 222

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Advisors's MCD Position: Q3 2019 in Review

Boston Advisors reduced its McDonald's (MCD) stake by 2.5% in Q3 2019, selling an estimated $36.4K and leaving 6,549 shares worth $1.41M. The position accounts for 0.07% of the portfolio, ranked #326.

Boston Advisors first reported a position in MCD in Q2 2013 and has held it in 26 quarters since. 2,090 funds tracked by Wall St. Rank hold MCD as of Q3 2019.

  • Boston Advisors held 6,549 shares of McDonald's worth $1.41M as of Q3 2019.
  • Boston Advisors sold 170 McDonald's shares in Q3 2019, an estimated $36.4K.
  • McDonald's made up 0.07% of Boston Advisors's portfolio in Q3 2019, its #326 holding.
  • Boston Advisors first reported a position in McDonald's in Q2 2013 and has held it in 26 quarters since.
  • 2,090 funds tracked by Wall St. Rank held McDonald's as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.