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Bridges Investment Counsel’s McDonald's MCD Stock Holding History

Bridges Investment Counsel’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 		$2.38M Sell
13,854
-75
-0.5% -$12.6K 1.32% 21
2017
Q3 		$2.18M Sell
13,929
-27,913
-67% -$4.37M 1.21% 22
2017
Q2 		$6.41M Buy
41,842
+17,173
+70% +$2.48M 1.46% 21
2017
Q1 		$3.2M Sell
24,669
-17,756
-42% -$2.23M 0.93% 21
2016
Q4 		$5.16M Sell
42,425
-2,275
-5% -$267K 1.26% 26
2016
Q3 		$5.16M Sell
44,700
-140
-0.3% -$16.6K 1.09% 29
2016
Q2 		$5.39M Sell
44,840
-372
-0.8% -$46.6K 1.19% 23
2016
Q1 		$5.68M Buy
45,212
+2,219
+5% +$265K 1.23% 23
2015
Q4 		$4.09M Hold
42,993
– – 0.71% 36
2015
Q3 		$4.09M Sell
42,993
-14,809
-26% -$1.44M 0.71% 36
2015
Q2 		$5.5M Sell
57,802
-8,150
-12% -$788K 1.29% 26
2015
Q1 		$6.43M Buy
65,952
+115
+0.2% +$10.9K 1.47% 22
2014
Q4 		$6.17M Buy
65,837
+739
+1% +$69.2K 1.41% 23
2014
Q3 		$6.17M Buy
65,098
+535
+0.8% +$51K 1.42% 20
2014
Q2 		$6.5M Sell
64,563
-1,485
-2% -$150K 1.49% 18
2014
Q1 		$6.47M Buy
66,048
+1,050
+2% +$100K 1.51% 20
2013
Q4 		$6.31M Buy
64,998
+415
+0.6% +$39.9K 1.45% 23
2013
Q3 		$6.21M Buy
64,583
+55
+0.1% +$5.37K 1.55% 16
2013
Q2 		$6.39M Buy
+64,528
New +$6.46M 1.64% 16

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

Bridges Investment Counsel's MCD Position: Q4 2017 in Review

Bridges Investment Counsel reduced its McDonald's (MCD) stake by 0.54% in Q4 2017, selling an estimated $12.6K and leaving 13,854 shares worth $2.38M. The position accounts for 1.32% of the portfolio, ranked #21.

Bridges Investment Counsel first reported a position in MCD in Q2 2013 and has held it in 19 quarters since. The position peaked at $6.5M in Q2 2014. 1,890 funds tracked by Wall St. Rank hold MCD as of Q4 2017.

  • Bridges Investment Counsel held 13,854 shares of McDonald's worth $2.38M as of Q4 2017.
  • Bridges Investment Counsel sold 75 McDonald's shares in Q4 2017, an estimated $12.6K.
  • McDonald's made up 1.32% of Bridges Investment Counsel's portfolio in Q4 2017, its #21 holding.
  • Bridges Investment Counsel first reported a position in McDonald's in Q2 2013 and has held it in 19 quarters since.
  • Bridges Investment Counsel's McDonald's position peaked at $6.5M in Q2 2014.
  • 1,890 funds tracked by Wall St. Rank held McDonald's as of Q4 2017.

Based on Bridges Investment Counsel's 13F filing for Q4 2017, filed 9 Feb 2018.