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Caerus Global Investors’s McDonald's MCD Stock Holding History

Caerus Global Investors’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
2015
Q3 		$1.22K Buy
+12,400
New +$1.21M 3.34% 8
2013
Q4 		– Sell
-45,954
Closed -$4.42M – 30
2013
Q3 		$4.42M Sell
45,954
-10,254
-18% -$1M 4.67% 7
2013
Q2 		$5.6M Buy
+56,208
New +$5.63M 5.24% 3

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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Caerus Global Investors's MCD Position: Q3 2015 in Review

Caerus Global Investors opened a new position in McDonald's (MCD) in Q3 2015: 12,400 shares worth $1.22K. The stake represents 3.34% of the portfolio and ranks #8 among its holdings. This is a return to the name: Caerus Global Investors previously reported a position in MCD as recently as Q3 2013.

Caerus Global Investors first reported a position in MCD in Q2 2013 and has held it in 3 quarters since. The position peaked at $5.6M in Q2 2013. 1,495 funds tracked by Wall St. Rank hold MCD as of Q3 2015.

  • Caerus Global Investors held 12,400 shares of McDonald's worth $1.22K as of Q3 2015.
  • McDonald's was a new Caerus Global Investors position in Q3 2015.
  • McDonald's made up 3.34% of Caerus Global Investors's portfolio in Q3 2015, its #8 holding.
  • Caerus Global Investors first reported a position in McDonald's in Q2 2013 and has held it in 3 quarters since.
  • Caerus Global Investors's McDonald's position peaked at $5.6M in Q2 2013.
  • 1,495 funds tracked by Wall St. Rank held McDonald's as of Q3 2015.

Based on Caerus Global Investors's 13F filing for Q3 2015, filed 16 Nov 2015.