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Cleary Gull Holdings’s McDonald's MCD Stock Holding History

Cleary Gull Holdings’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 		$26K Buy
208
+34
+20% +$4.06K 0.02% 57
2015
Q4 		$21K Buy
174
+41
+31% +$4.58K 0.01% 55
2015
Q3 		$13K Hold
133
– – 0.01% 64
2015
Q2 		$13K Buy
+133
New +$12.9K 0.01% 67

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

Cleary Gull Holdings's MCD Position: Q1 2016 in Review

Cleary Gull Holdings increased its McDonald's (MCD) stake by 20% in Q1 2016, buying an estimated $4.06K and bringing the position to 208 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #57.

Cleary Gull Holdings first reported a position in MCD in Q2 2015 and has held it in 4 quarters since. 1,600 funds tracked by Wall St. Rank hold MCD as of Q1 2016.

  • Cleary Gull Holdings held 208 shares of McDonald's worth $26K as of Q1 2016.
  • Cleary Gull Holdings bought 34 McDonald's shares in Q1 2016, an estimated $4.06K.
  • McDonald's made up 0.02% of Cleary Gull Holdings's portfolio in Q1 2016, its #57 holding.
  • Cleary Gull Holdings first reported a position in McDonald's in Q2 2015 and has held it in 4 quarters since.
  • 1,600 funds tracked by Wall St. Rank held McDonald's as of Q1 2016.

Based on Cleary Gull Holdings's 13F filing for Q1 2016, filed 9 May 2016.