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Bristol Advisors’s McDonald's MCD Stock Holding History

Bristol 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 		– Sell
-4,300
Closed -$764K – 60
2018
Q4 		$764K Buy
+4,300
New +$763K 0.92% 19
2018
Q1 		– Sell
-9,300
Closed -$1.6M – 68
2017
Q4 		$1.6M Buy
9,300
+1,500
+19% +$252K 1% 24
2017
Q3 		$1.22M Sell
7,800
-15,600
-67% -$2.45M 1.23% 21
2017
Q2 		$3.58M Sell
23,400
-8,000
-25% -$1.16M 2.39% 5
2017
Q1 		$4.07M Buy
31,400
+25,600
+441% +$3.21M 4.62% 4
2016
Q4 		$706K Buy
+5,800
New +$680K 0.71% 29

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

Bristol Advisors's MCD Position: Q1 2019 in Review

Bristol Advisors sold out of McDonald's (MCD) in Q1 2019, closing a stake of 4,300 shares — an estimated $764K sold.

Bristol Advisors first reported a position in MCD in Q4 2016 and held it in 6 quarters. The position peaked at $4.07M in Q1 2017. 2,049 funds tracked by Wall St. Rank hold MCD as of Q1 2019.

  • Bristol Advisors reported no remaining McDonald's position as of Q1 2019 after selling out during the quarter.
  • Bristol Advisors sold 4,300 McDonald's shares in Q1 2019, an estimated $764K.
  • Bristol Advisors first reported a position in McDonald's in Q4 2016 and held it in 6 quarters.
  • Bristol Advisors's McDonald's position peaked at $4.07M in Q1 2017.
  • 2,049 funds tracked by Wall St. Rank held McDonald's as of Q1 2019.

Based on Bristol Advisors's 13F filing for Q1 2019, filed 29 Apr 2019.