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Cooper Investors’s McDonald's MCD Stock Holding History

Cooper Investors’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
-135,834
Closed -$13.2M – 30
2015
Q1 		$13.2M Sell
135,834
-2,567
-2% -$244K 2.17% 18
2014
Q4 		$13M Sell
138,401
-38,604
-22% -$3.61M 1.73% 19
2014
Q3 		$16.8M Buy
177,005
+383
+0.2% +$36.5K 2.27% 17
2014
Q2 		$17.8M Buy
176,622
+15,753
+10% +$1.59M 2.38% 16
2014
Q1 		$15.8M Buy
160,869
+20,967
+15% +$2M 3.67% 17
2013
Q4 		$15.2M Buy
139,902
+64,419
+85% +$6.19M 3.32% 17
2013
Q3 		$7.26M Buy
75,483
+16,806
+29% +$1.64M 2.83% 21
2013
Q2 		$5.81M Buy
+58,677
New +$5.88M 2.97% 19

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cooper Investors's MCD Position: Q2 2015 in Review

Cooper Investors sold out of McDonald's (MCD) in Q2 2015, closing a stake of 135,834 shares — an estimated $13.2M sold.

Cooper Investors first reported a position in MCD in Q2 2013 and held it in 8 quarters. The position peaked at $17.8M in Q2 2014. 1,497 funds tracked by Wall St. Rank hold MCD as of Q2 2015.

  • Cooper Investors reported no remaining McDonald's position as of Q2 2015 after selling out during the quarter.
  • Cooper Investors sold 135,834 McDonald's shares in Q2 2015, an estimated $13.2M.
  • Cooper Investors first reported a position in McDonald's in Q2 2013 and held it in 8 quarters.
  • Cooper Investors's McDonald's position peaked at $17.8M in Q2 2014.
  • 1,497 funds tracked by Wall St. Rank held McDonald's as of Q2 2015.

Based on Cooper Investors's 13F filing for Q2 2015, filed 4 Apr 2025.