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Concert Wealth Management’s McDonald's MCD Stock Holding History

Concert Wealth 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 		– Sell
-8,336
Closed -$1.01M – 320
2017
Q1 		$1.01M Buy
8,336
+380
+5% +$47.7K 0.23% 125
2016
Q4 		$963K Sell
7,956
-17,941
-69% -$2.1M 0.21% 134
2016
Q3 		$2.99M Sell
25,897
-420
-2% -$49.8K 0.36% 53
2016
Q2 		$3.16M Buy
26,317
+1,113
+4% +$139K 0.43% 42
2016
Q1 		$3.17M Buy
25,204
+370
+1% +$44.2K 0.42% 48
2015
Q4 		$2.94M Buy
24,834
+939
+4% +$105K 0.39% 52
2015
Q3 		$2.35M Buy
23,895
+974
+4% +$94.9K 0.32% 62
2015
Q2 		$2.19M Sell
22,921
-1,036
-4% -$100K 0.28% 77
2015
Q1 		$1.64M Buy
23,957
+2,113
+10% +$200K 0.47% 49
2014
Q4 		$2.04M Buy
21,844
+16,445
+305% +$1.54M 0.31% 74
2014
Q3 		$507K Sell
5,399
-256
-5% -$24.4K 0.07% 256
2014
Q2 		$552K Sell
5,655
-41
-0.7% -$4.14K 0.07% 253
2014
Q1 		$554K Sell
5,696
-485
-8% -$46.4K 0.07% 253
2013
Q4 		$598K Sell
6,181
-1,411
-19% -$136K 0.08% 221
2013
Q3 		$732K Sell
7,592
-5,721
-43% -$558K 0.1% 183
2013
Q2 		$1.31M Buy
+13,313
New +$1.33M 0.2% 69

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

Concert Wealth Management's MCD Position: Q2 2017 in Review

Concert Wealth Management sold out of McDonald's (MCD) in Q2 2017, closing a stake of 8,336 shares — an estimated $1.01M sold.

Concert Wealth Management first reported a position in MCD in Q2 2013 and held it in 16 quarters. The position peaked at $3.17M in Q1 2016. 1,694 funds tracked by Wall St. Rank hold MCD as of Q2 2017.

  • Concert Wealth Management reported no remaining McDonald's position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 8,336 McDonald's shares in Q2 2017, an estimated $1.01M.
  • Concert Wealth Management first reported a position in McDonald's in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's McDonald's position peaked at $3.17M in Q1 2016.
  • 1,694 funds tracked by Wall St. Rank held McDonald's as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.