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Cupps Capital Management’s McDonald's MCD Stock Holding History

Cupps Capital 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
2016
Q3 		$1K Sell
9
-7,875
-100% -$933K ﹤0.01% 175
2016
Q2 		$948K Sell
7,884
-1,540
-16% -$193K 0.25% 126
2016
Q1 		$1.18M Buy
+9,424
New +$1.13M 0.23% 117

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cupps Capital Management's MCD Position: Q3 2016 in Review

Cupps Capital Management reduced its McDonald's (MCD) stake by 100% in Q3 2016, selling an estimated $933K and leaving 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #175.

Cupps Capital Management first reported a position in MCD in Q1 2016 and has held it in 3 quarters since. The position peaked at $1.18M in Q1 2016. 1,530 funds tracked by Wall St. Rank hold MCD as of Q3 2016.

  • Cupps Capital Management held 9 shares of McDonald's worth $1K as of Q3 2016.
  • Cupps Capital Management sold 7,875 McDonald's shares in Q3 2016, an estimated $933K.
  • McDonald's made up ﹤0.01% of Cupps Capital Management's portfolio in Q3 2016, its #175 holding.
  • Cupps Capital Management first reported a position in McDonald's in Q1 2016 and has held it in 3 quarters since.
  • Cupps Capital Management's McDonald's position peaked at $1.18M in Q1 2016.
  • 1,530 funds tracked by Wall St. Rank held McDonald's as of Q3 2016.

Based on Cupps Capital Management's 13F filing for Q3 2016, filed 11 Oct 2016.