CAZ Investments’s McDonald's MCD Stock Holding History

CAZ Investments’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
2019 Q1	–	Sell	-5,810	Closed	-$1.03M	–	35
2018 Q4	$1.03M	Hold	5,810	–	–	3.01%	6
2018 Q3	$972K	Hold	5,810	–	–	2.65%	12
2018 Q2	$910K	Hold	5,810	–	–	2.5%	10
2018 Q1	$909K	Hold	5,810	–	–	1.75%	11
2017 Q4	$1M	Hold	5,810	–	–	2.24%	9
2017 Q3	$910K	Sell	5,810 -5,610	-49%	-$879K	1.11%	9
2017 Q2	$1.75M	Sell	11,420 -2,210	-16%	-$319K	1.41%	9
2017 Q1	$1.77M	Hold	13,630	–	–	1.37%	8
2016 Q4	$1.66M	Hold	13,630	–	–	1.95%	7
2016 Q3	$1.57M	Buy	13,630 +1,590	+13%	+$188K	1.18%	11
2016 Q2	$1.45M	Hold	12,040	–	–	1.54%	14
2016 Q1	$1.51M	Sell	12,040 -2,570	-18%	-$307K	2.29%	11
2015 Q4	$1.73M	Buy	14,610 +210	+1%	+$23.5K	2.41%	7
2015 Q3	$1.42M	Sell	14,400 -1,307	-8%	-$127K	1.14%	6
2015 Q2	$1.49M	Buy	+15,707	New	+$1.52M	0.78%	20

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

CAZ Investments's MCD Position: Q1 2019 in Review

CAZ Investments sold out of McDonald's (MCD) in Q1 2019, closing a stake of 5,810 shares — an estimated $1.03M sold.

CAZ Investments first reported a position in MCD in Q2 2015 and held it in 15 quarters. The position peaked at $1.77M in Q1 2017. 2,048 funds tracked by Wall St. Rank hold MCD as of Q1 2019.

CAZ Investments reported no remaining McDonald's position as of Q1 2019 after selling out during the quarter.
CAZ Investments sold 5,810 McDonald's shares in Q1 2019, an estimated $1.03M.
CAZ Investments first reported a position in McDonald's in Q2 2015 and held it in 15 quarters.
CAZ Investments's McDonald's position peaked at $1.77M in Q1 2017.
2,048 funds tracked by Wall St. Rank held McDonald's as of Q1 2019.

Based on CAZ Investments's 13F filing for Q1 2019, filed 9 May 2019.