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Credential Securities’s McDonald's MCD Stock Holding History

Credential Securities’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
Q2 		$864K Sell
5,515
-389
-7% -$63.1K 0.2% 82
2018
Q1 		$936K Sell
5,904
-49
-0.8% -$8.06K 0.22% 76
2017
Q4 		$1.03M Sell
5,953
-92
-2% -$15.4K 0.25% 74
2017
Q3 		$946K Buy
6,045
+140
+2% +$21.9K 0.25% 79
2017
Q2 		$904K Sell
5,905
-118
-2% -$17.1K 0.28% 78
2017
Q1 		$781K Sell
6,023
-75
-1% -$9.41K 0.27% 82
2016
Q4 		$742K Sell
6,098
-256
-4% -$30K 0.3% 84
2016
Q3 		$733K Sell
6,354
-3
-0% -$355 0.33% 86
2016
Q2 		$765K Sell
6,357
-2
-0% -$250 0.4% 81
2016
Q1 		$800K Sell
6,359
-10
-0.2% -$1.2K 0.46% 61
2015
Q4 		$752K Sell
6,369
-7,322
-53% -$819K 0.49% 66
2015
Q3 		$1.35M Sell
13,691
-3,361
-20% -$327K 0.94% 26
2015
Q2 		$1.62M Sell
17,052
-1,734
-9% -$168K 1.02% 24
2015
Q1 		$1.83M Buy
18,786
+433
+2% +$41.1K 1.19% 18
2014
Q4 		$1.72M Buy
18,353
+766
+4% +$71.7K 1.11% 19
2014
Q3 		$1.69M Buy
17,587
+876
+5% +$83.6K 1.14% 17
2014
Q2 		$1.68M Buy
16,711
+894
+6% +$90.3K 1.12% 18
2014
Q1 		$1.55M Buy
+15,817
New +$1.51M 1.16% 18

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Credential Securities's MCD Position: Q2 2018 in Review

Credential Securities reduced its McDonald's (MCD) stake by 6.6% in Q2 2018, selling an estimated $63.1K and leaving 5,515 shares worth $864K. The position accounts for 0.2% of the portfolio, ranked #82.

Credential Securities first reported a position in MCD in Q1 2014 and has held it in 18 quarters since. The position peaked at $1.83M in Q1 2015. 1,871 funds tracked by Wall St. Rank hold MCD as of Q2 2018.

  • Credential Securities held 5,515 shares of McDonald's worth $864K as of Q2 2018.
  • Credential Securities sold 389 McDonald's shares in Q2 2018, an estimated $63.1K.
  • McDonald's made up 0.2% of Credential Securities's portfolio in Q2 2018, its #82 holding.
  • Credential Securities first reported a position in McDonald's in Q1 2014 and has held it in 18 quarters since.
  • Credential Securities's McDonald's position peaked at $1.83M in Q1 2015.
  • 1,871 funds tracked by Wall St. Rank held McDonald's as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.