British Steel Pension Fund’s McDonald's MCD Stock Holding History

British Steel Pension Fund’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
2020 Q1	–	Sell	-1,649	Closed	-$326K	–	110
2019 Q4	$326K	Hold	1,649	–	–	0.06%	57
2019 Q3	$354K	Sell	1,649 -1,159	-41%	-$248K	0.06%	53
2019 Q2	$583K	Sell	2,808 -3,070	-52%	-$608K	0.09%	55
2019 Q1	$1.12M	Sell	5,878 -621	-10%	-$113K	0.2%	51
2018 Q4	$1.09M	Buy	+6,499	New	+$1.15M	0.19%	59
2018 Q2	$1.52M	Sell	9,706 -12,199	-56%	-$1.98M	0.24%	59
2018 Q1	$3.77M	Hold	21,905	–	–	0.44%	55
2017 Q4	$3.77M	Hold	21,905	–	–	0.44%	55
2017 Q3	$3.43M	Sell	21,905 -5,438	-20%	-$852K	0.41%	56
2017 Q2	$4.19M	Buy	27,343 +18,000	+193%	+$2.6M	0.46%	56
2017 Q1	$1.21M	Sell	9,343 -759	-8%	-$95.2K	0.14%	156
2016 Q4	$1.23M	Hold	10,102	–	–	0.16%	153
2016 Q3	$1.17M	Hold	10,102	–	–	0.15%	149
2016 Q2	$1.22M	Sell	10,102 -7,652	-43%	-$958K	0.17%	129
2016 Q1	$2.23M	Sell	17,754 -1,186	-6%	-$142K	0.22%	131
2015 Q4	$2.24M	Buy	+18,940	New	+$2.12M	0.23%	132
2015 Q2	$1.91M	Hold	20,118	–	–	0.18%	153
2015 Q1	$1.96M	Sell	20,118 -22,000	-52%	-$2.09M	0.19%	158
2014 Q4	$3.95M	Hold	42,118	–	–	0.38%	82
2014 Q3	$3.99M	Sell	42,118 -2,770	-6%	-$264K	0.4%	78
2014 Q2	$4.52M	Hold	44,888	–	–	0.43%	70
2014 Q1	$4.4M	Buy	44,888 +6,373	+17%	+$609K	0.44%	68
2013 Q4	$3.74M	Buy	+38,515	New	+$3.7M	0.37%	94

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

British Steel Pension Fund's MCD Position: Q1 2020 in Review

British Steel Pension Fund sold out of McDonald's (MCD) in Q1 2020, closing a stake of 1,649 shares — an estimated $326K sold.

British Steel Pension Fund first reported a position in MCD in Q4 2013 and held it in 23 quarters. The position peaked at $4.52M in Q2 2014. 2,165 funds tracked by Wall St. Rank hold MCD as of Q1 2020.

British Steel Pension Fund reported no remaining McDonald's position as of Q1 2020 after selling out during the quarter.
British Steel Pension Fund sold 1,649 McDonald's shares in Q1 2020, an estimated $326K.
British Steel Pension Fund first reported a position in McDonald's in Q4 2013 and held it in 23 quarters.
British Steel Pension Fund's McDonald's position peaked at $4.52M in Q2 2014.
2,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2020.

Based on British Steel Pension Fund's 13F filing for Q1 2020, filed 19 May 2020.