Constellation Wealth Advisors’s McDonald's MCD Stock Holding History

Constellation Wealth Advisors’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
2015 Q2	–	Sell	-49,984	Closed	-$4.87M	–	179
2015 Q1	$4.87M	Sell	49,984 -384	-0.8%	-$36.4K	0.43%	56
2014 Q4	$4.72M	Buy	50,368 +900	+2%	+$84.3K	0.39%	53
2014 Q3	$4.69M	Buy	49,468 +506	+1%	+$48.3K	0.43%	51
2014 Q2	$4.93M	Buy	48,962 +1,465	+3%	+$148K	0.55%	47
2014 Q1	$4.66M	Buy	47,497 +1,848	+4%	+$177K	0.45%	65
2013 Q4	$4.43M	Sell	45,649 -6,824	-13%	-$656K	0.43%	61
2013 Q3	$5.05M	Buy	52,473 +1,787	+4%	+$174K	0.57%	47
2013 Q2	$5.02M	Buy	+50,686	New	+$5.08M	0.6%	41

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Constellation Wealth Advisors's MCD Position: Q2 2015 in Review

Constellation Wealth Advisors sold out of McDonald's (MCD) in Q2 2015, closing a stake of 49,984 shares — an estimated $4.87M sold.

Constellation Wealth Advisors first reported a position in MCD in Q2 2013 and held it in 8 quarters. The position peaked at $5.05M in Q3 2013. 1,497 funds tracked by Wall St. Rank hold MCD as of Q2 2015.

Constellation Wealth Advisors reported no remaining McDonald's position as of Q2 2015 after selling out during the quarter.
Constellation Wealth Advisors sold 49,984 McDonald's shares in Q2 2015, an estimated $4.87M.
Constellation Wealth Advisors first reported a position in McDonald's in Q2 2013 and held it in 8 quarters.
Constellation Wealth Advisors's McDonald's position peaked at $5.05M in Q3 2013.
1,497 funds tracked by Wall St. Rank held McDonald's as of Q2 2015.

Based on Constellation Wealth Advisors's 13F filing for Q2 2015, filed 5 Aug 2015.