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Cambiar Investors’s McDonald's MCD Stock Holding History

Cambiar 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
2016
Q1 		– Sell
-616,552
Closed -$72.8M – 147
2015
Q4 		$72.8M Sell
616,552
-491,600
-44% -$55M 1.05% 44
2015
Q3 		$109M Sell
1,108,152
-22,824
-2% -$2.22M 1.61% 5
2015
Q2 		$108M Sell
1,130,976
-53,589
-5% -$5.18M 1.51% 18
2015
Q1 		$115M Sell
1,184,565
-25,933
-2% -$2.46M 1.68% 14
2014
Q4 		$113M Buy
+1,210,498
New +$113M 1.72% 8

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cambiar Investors's MCD Position: Q1 2016 in Review

Cambiar Investors sold out of McDonald's (MCD) in Q1 2016, closing a stake of 616,552 shares — an estimated $72.8M sold.

Cambiar Investors first reported a position in MCD in Q4 2014 and held it in 5 quarters. The position peaked at $115M in Q1 2015. 1,600 funds tracked by Wall St. Rank hold MCD as of Q1 2016.

  • Cambiar Investors reported no remaining McDonald's position as of Q1 2016 after selling out during the quarter.
  • Cambiar Investors sold 616,552 McDonald's shares in Q1 2016, an estimated $72.8M.
  • Cambiar Investors first reported a position in McDonald's in Q4 2014 and held it in 5 quarters.
  • Cambiar Investors's McDonald's position peaked at $115M in Q1 2015.
  • 1,600 funds tracked by Wall St. Rank held McDonald's as of Q1 2016.

Based on Cambiar Investors's 13F filing for Q1 2016, filed 2 May 2016.