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Caldwell & Orkin’s McDonald's MCD Stock Holding History

Caldwell & Orkin’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
Q3 		$3.42M Buy
21,805
+12,905
+145% +$2.02M 3.48% 6
2017
Q2 		$1.36M Buy
+8,900
New +$1.29M 1.69% 22
2016
Q3 		– Sell
-17,195
Closed -$2.07M – 78
2016
Q2 		$2.07M Sell
17,195
-23,505
-58% -$2.94M 0.9% 50
2016
Q1 		$5.12M Hold
40,700
– – 2.07% 22
2015
Q4 		$4.81M Buy
+40,700
New +$4.55M 1.76% 21

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
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
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

Caldwell & Orkin's MCD Position: Q3 2017 in Review

Caldwell & Orkin increased its McDonald's (MCD) stake by 145% in Q3 2017, buying an estimated $2.02M and bringing the position to 21,805 shares worth $3.42M. The position accounts for 3.48% of the portfolio, ranked #6.

Caldwell & Orkin first reported a position in MCD in Q4 2015 and has held it in 5 quarters since. The position peaked at $5.12M in Q1 2016. 1,718 funds tracked by Wall St. Rank hold MCD as of Q3 2017.

  • Caldwell & Orkin held 21,805 shares of McDonald's worth $3.42M as of Q3 2017.
  • Caldwell & Orkin bought 12,905 McDonald's shares in Q3 2017, an estimated $2.02M.
  • McDonald's made up 3.48% of Caldwell & Orkin's portfolio in Q3 2017, its #6 holding.
  • Caldwell & Orkin first reported a position in McDonald's in Q4 2015 and has held it in 5 quarters since.
  • Caldwell & Orkin's McDonald's position peaked at $5.12M in Q1 2016.
  • 1,718 funds tracked by Wall St. Rank held McDonald's as of Q3 2017.

Based on Caldwell & Orkin's 13F filing for Q3 2017, filed 7 Nov 2017.