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Columbia Partners Investment Management’s McDonald's MCD Stock Holding History

Columbia Partners Investment 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
2018
Q4 		– Sell
-5,730
Closed -$958K – 136
2018
Q3 		$958K Sell
5,730
-5,800
-50% -$930K 0.24% 126
2018
Q2 		$1.81M Hold
11,530
– – 0.52% 66
2018
Q1 		$1.8M Sell
11,530
-21,854
-65% -$3.6M 0.23% 129
2017
Q4 		$5.75M Buy
33,384
+30,084
+912% +$5.05M 0.76% 33
2017
Q3 		$517K Sell
3,300
-21,224
-87% -$3.33M 0.07% 185
2017
Q2 		$3.76M Buy
24,524
+894
+4% +$129K 0.48% 69
2017
Q1 		$3.06M Buy
23,630
+992
+4% +$124K 0.39% 78
2016
Q4 		$2.75M Sell
22,638
-312
-1% -$36.6K 0.25% 140
2016
Q3 		$2.65M Buy
22,950
+342
+2% +$40.5K 0.21% 155
2016
Q2 		$2.72M Buy
22,608
+458
+2% +$57.4K 0.2% 150
2016
Q1 		$2.78M Buy
22,150
+1,338
+6% +$160K 0.2% 142
2015
Q4 		$2.46M Sell
20,812
-419
-2% -$46.9K 0.17% 148
2015
Q3 		$2.09M Sell
21,231
-870
-4% -$84.7K 0.15% 156
2015
Q2 		$2.1M Sell
22,101
-29,514
-57% -$2.85M 0.13% 186
2015
Q1 		$5.03M Sell
51,615
-25,476
-33% -$2.42M 0.27% 132
2014
Q4 		$7.22M Buy
77,091
+11,353
+17% +$1.06M 0.37% 98
2014
Q3 		$6.23M Buy
65,738
+2,170
+3% +$207K 0.32% 113
2014
Q2 		$6.4M Sell
63,568
-31,373
-33% -$3.17M 0.3% 120
2014
Q1 		$9.31M Buy
94,941
+630
+0.7% +$60.2K 0.41% 86
2013
Q4 		$9.15M Sell
94,311
-10,186
-10% -$979K 0.39% 94
2013
Q3 		$10.1M Buy
104,497
+1,306
+1% +$127K 0.45% 69
2013
Q2 		$10.2M Buy
+103,191
New +$10.3M 0.48% 60

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Columbia Partners Investment Management's MCD Position: Q4 2018 in Review

Columbia Partners Investment Management sold out of McDonald's (MCD) in Q4 2018, closing a stake of 5,730 shares — an estimated $958K sold.

Columbia Partners Investment Management first reported a position in MCD in Q2 2013 and held it in 22 quarters. The position peaked at $10.2M in Q2 2013. 2,003 funds tracked by Wall St. Rank hold MCD as of Q4 2018.

  • Columbia Partners Investment Management reported no remaining McDonald's position as of Q4 2018 after selling out during the quarter.
  • Columbia Partners Investment Management sold 5,730 McDonald's shares in Q4 2018, an estimated $958K.
  • Columbia Partners Investment Management first reported a position in McDonald's in Q2 2013 and held it in 22 quarters.
  • Columbia Partners Investment Management's McDonald's position peaked at $10.2M in Q2 2013.
  • 2,003 funds tracked by Wall St. Rank held McDonald's as of Q4 2018.

Based on Columbia Partners Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.