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Boulegeris Investments’s McDonald's MCD Stock Holding History

Boulegeris Investments’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
2018
Q3 		– Sell
-6,145
Closed -$963K – 26
2018
Q2 		$963K Buy
6,145
+317
+5% +$51.4K 0.48% 35
2018
Q1 		$911K Buy
5,828
+1,555
+36% +$256K 0.5% 34
2017
Q4 		$735K Buy
4,273
+150
+4% +$25.2K 0.38% 37
2017
Q3 		$646K Buy
4,123
+50
+1% +$7.84K 0.36% 38
2017
Q2 		$624K Sell
4,073
-150
-4% -$21.7K 0.35% 34
2017
Q1 		$547K Sell
4,223
-1,535
-27% -$193K 0.33% 35
2016
Q4 		$701K Sell
5,758
-1,060
-16% -$124K 0.43% 33
2016
Q3 		$787K Sell
6,818
-70
-1% -$8.29K 0.5% 34
2016
Q2 		$829K Buy
6,888
+1,368
+25% +$171K 0.56% 31
2016
Q1 		$694K Buy
+5,520
New +$660K 0.49% 33

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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

Boulegeris Investments's MCD Position: Q3 2018 in Review

Boulegeris Investments sold out of McDonald's (MCD) in Q3 2018, closing a stake of 6,145 shares — an estimated $963K sold.

Boulegeris Investments first reported a position in MCD in Q1 2016 and held it in 10 quarters. The position peaked at $963K in Q2 2018. 1,842 funds tracked by Wall St. Rank hold MCD as of Q3 2018.

  • Boulegeris Investments reported no remaining McDonald's position as of Q3 2018 after selling out during the quarter.
  • Boulegeris Investments sold 6,145 McDonald's shares in Q3 2018, an estimated $963K.
  • Boulegeris Investments first reported a position in McDonald's in Q1 2016 and held it in 10 quarters.
  • Boulegeris Investments's McDonald's position peaked at $963K in Q2 2018.
  • 1,842 funds tracked by Wall St. Rank held McDonald's as of Q3 2018.

Based on Boulegeris Investments's 13F filing for Q3 2018.