Croft-Leominster’s McDonald's MCD Stock Holding History

Croft-Leominster’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 Q4	$224K	Sell	1,304 -2,450	-65%	-$411K	0.21%	64
2017 Q3	$588K	Sell	3,754 -61	-2%	-$9.56K	0.14%	78
2017 Q2	$584K	Hold	3,815	–	–	0.14%	85
2017 Q1	$494K	Buy	+3,815	New	+$479K	0.12%	87
2016 Q4	–	Sell	-3,890	Closed	-$456K	–	91
2016 Q3	$448K	Hold	3,890	–	–	0.11%	90
2016 Q2	$468K	Sell	3,890 -590	-13%	-$73.9K	0.11%	103
2016 Q1	$563K	Sell	4,480 -250	-5%	-$29.9K	0.13%	92
2015 Q4	$558K	Sell	4,730 -9,275	-66%	-$1.04M	0.12%	95
2015 Q3	$1.38M	Sell	14,005 -605	-4%	-$58.9K	0.32%	73
2015 Q2	$1.39M	Sell	14,610 -320	-2%	-$31K	0.27%	77
2015 Q1	$1.46M	Sell	14,930 -1,567	-9%	-$149K	0.27%	78
2014 Q4	$1.55M	Sell	16,497 -600	-4%	-$56.2K	0.27%	77
2014 Q3	$1.62M	Sell	17,097 -135	-0.8%	-$12.9K	0.29%	79
2014 Q2	$1.74M	Sell	17,232 -418	-2%	-$42.2K	0.29%	74
2014 Q1	$1.73M	Sell	17,650 -1,490	-8%	-$142K	0.27%	74
2013 Q4	$1.86M	Sell	19,140 -930	-5%	-$89.4K	0.28%	76
2013 Q3	$1.93M	Sell	20,070 -25	-0.1%	-$2.44K	0.32%	75
2013 Q2	$1.99M	Buy	+20,095	New	+$2.01M	0.29%	77

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Croft-Leominster's MCD Position: Q4 2017 in Review

Croft-Leominster reduced its McDonald's (MCD) stake by 65% in Q4 2017, selling an estimated $411K and leaving 1,304 shares worth $224K. The position accounts for 0.21% of the portfolio, ranked #64.

Croft-Leominster first reported a position in MCD in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.99M in Q2 2013. 1,890 funds tracked by Wall St. Rank hold MCD as of Q4 2017.

Croft-Leominster held 1,304 shares of McDonald's worth $224K as of Q4 2017.
Croft-Leominster sold 2,450 McDonald's shares in Q4 2017, an estimated $411K.
McDonald's made up 0.21% of Croft-Leominster's portfolio in Q4 2017, its #64 holding.
Croft-Leominster first reported a position in McDonald's in Q2 2013 and has held it in 18 quarters since.
Croft-Leominster's McDonald's position peaked at $1.99M in Q2 2013.
1,890 funds tracked by Wall St. Rank held McDonald's as of Q4 2017.

Based on Croft-Leominster's 13F filing for Q4 2017, filed 6 Mar 2018.