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Capstone Asset Management’s McDonald's MCD Stock Holding History

Capstone Asset Management’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
Q2 		$23.3M Buy
151,952
+1,576
+1% +$228K 0.65% 17
2017
Q1 		$19.5M Sell
150,376
-13,899
-8% -$1.74M 0.54% 28
2016
Q4 		$20M Sell
164,275
-3,039
-2% -$356K 0.57% 25
2016
Q3 		$19.3M Buy
167,314
+5,569
+3% +$660K 0.56% 29
2016
Q2 		$19.5M Sell
161,745
-3,838
-2% -$481K 0.59% 21
2016
Q1 		$20.8M Buy
165,583
+8,227
+5% +$983K 0.6% 18
2015
Q4 		$18.6M Buy
157,356
+2,558
+2% +$286K 0.54% 28
2015
Q3 		$15.3M Sell
154,798
-1,532
-1% -$149K 0.47% 34
2015
Q2 		$14.9M Sell
156,330
-221
-0.1% -$21.4K 0.43% 34
2015
Q1 		$15.3M Buy
156,551
+4,233
+3% +$402K 0.43% 32
2014
Q4 		$14.3M Buy
152,318
+9,402
+7% +$880K 0.41% 37
2014
Q3 		$13.6M Buy
142,916
+1,085
+0.8% +$103K 0.46% 28
2014
Q2 		$14.3M Sell
141,831
-18,707
-12% -$1.89M 0.46% 27
2014
Q1 		$15.7M Sell
160,538
-22,313
-12% -$2.13M 0.48% 24
2013
Q4 		$17.7M Sell
182,851
-52,153
-22% -$5.01M 0.52% 23
2013
Q3 		$22.6M Buy
235,004
+4,411
+2% +$431K 0.55% 21
2013
Q2 		$22.8M Buy
+230,593
New +$23.1M 0.6% 20

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capstone Asset Management's MCD Position: Q2 2017 in Review

Capstone Asset Management increased its McDonald's (MCD) stake by 1% in Q2 2017, buying an estimated $228K and bringing the position to 151,952 shares worth $23.3M. The position accounts for 0.65% of the portfolio, ranked #17.

Capstone Asset Management first reported a position in MCD in Q2 2013 and has held it in 17 quarters since. 1,694 funds tracked by Wall St. Rank hold MCD as of Q2 2017.

  • Capstone Asset Management held 151,952 shares of McDonald's worth $23.3M as of Q2 2017.
  • Capstone Asset Management bought 1,576 McDonald's shares in Q2 2017, an estimated $228K.
  • McDonald's made up 0.65% of Capstone Asset Management's portfolio in Q2 2017, its #17 holding.
  • Capstone Asset Management first reported a position in McDonald's in Q2 2013 and has held it in 17 quarters since.
  • 1,694 funds tracked by Wall St. Rank held McDonald's as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.