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Columbia Capital’s McDonald's MCD Stock Holding History

Columbia Capital’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
2014
Q3 		– Sell
-18,862
Closed -$1.9M – 56
2014
Q2 		$1.9M Buy
18,862
+151
+0.8% +$15.2K 1.5% 31
2014
Q1 		$1.82M Buy
18,711
+153
+0.8% +$14.6K 1.31% 37
2013
Q4 		$1.8M Buy
18,558
+155
+0.8% +$14.9K 1.59% 29
2013
Q3 		$1.79M Buy
18,403
+2,690
+17% +$263K 1.6% 28
2013
Q2 		$1.55M Buy
+15,713
New +$1.57M 1.6% 26

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Columbia Capital's MCD Position: Q3 2014 in Review

Columbia Capital sold out of McDonald's (MCD) in Q3 2014, closing a stake of 18,862 shares — an estimated $1.9M sold.

Columbia Capital first reported a position in MCD in Q2 2013 and held it in 5 quarters. The position peaked at $1.9M in Q2 2014. 1,480 funds tracked by Wall St. Rank hold MCD as of Q3 2014.

  • Columbia Capital reported no remaining McDonald's position as of Q3 2014 after selling out during the quarter.
  • Columbia Capital sold 18,862 McDonald's shares in Q3 2014, an estimated $1.9M.
  • Columbia Capital first reported a position in McDonald's in Q2 2013 and held it in 5 quarters.
  • Columbia Capital's McDonald's position peaked at $1.9M in Q2 2014.
  • 1,480 funds tracked by Wall St. Rank held McDonald's as of Q3 2014.

Based on Columbia Capital's 13F filing for Q3 2014, filed 16 Oct 2014.