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Braver Wealth Management’s McDonald's MCD Stock Holding History

Braver Wealth Management’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
2016
Q4 		$686K Buy
5,639
+661
+13% +$77.5K 0.11% 105
2016
Q3 		$574K Buy
4,978
+385
+8% +$45.6K 0.1% 104
2016
Q2 		$553K Sell
4,593
-1
-0% -$125 0.09% 94
2016
Q1 		$577K Buy
+4,594
New +$549K 0.1% 99

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Braver Wealth Management's MCD Position: Q4 2016 in Review

Braver Wealth Management increased its McDonald's (MCD) stake by 13% in Q4 2016, buying an estimated $77.5K and bringing the position to 5,639 shares worth $686K. The position accounts for 0.11% of the portfolio, ranked #105.

Braver Wealth Management first reported a position in MCD in Q1 2016 and has held it in 4 quarters since. 1,617 funds tracked by Wall St. Rank hold MCD as of Q4 2016.

  • Braver Wealth Management held 5,639 shares of McDonald's worth $686K as of Q4 2016.
  • Braver Wealth Management bought 661 McDonald's shares in Q4 2016, an estimated $77.5K.
  • McDonald's made up 0.11% of Braver Wealth Management's portfolio in Q4 2016, its #105 holding.
  • Braver Wealth Management first reported a position in McDonald's in Q1 2016 and has held it in 4 quarters since.
  • 1,617 funds tracked by Wall St. Rank held McDonald's as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.