DCM
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Delpha Capital Management’s McDonald's MCD Stock Holding History

Delpha 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
2018
Q1 		$639K Buy
4,085
+2,809
+220% +$462K 0.88% 25
2017
Q4 		$220K Buy
+1,276
New +$214K 0.24% 45

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Delpha Capital Management's MCD Position: Q1 2018 in Review

Delpha Capital Management increased its McDonald's (MCD) stake by 220% in Q1 2018, buying an estimated $462K and bringing the position to 4,085 shares worth $639K. The position accounts for 0.88% of the portfolio, ranked #25.

Delpha Capital Management first reported a position in MCD in Q4 2017 and has held it in 2 quarters since. 1,847 funds tracked by Wall St. Rank hold MCD as of Q1 2018.

  • Delpha Capital Management held 4,085 shares of McDonald's worth $639K as of Q1 2018.
  • Delpha Capital Management bought 2,809 McDonald's shares in Q1 2018, an estimated $462K.
  • McDonald's made up 0.88% of Delpha Capital Management's portfolio in Q1 2018, its #25 holding.
  • Delpha Capital Management first reported a position in McDonald's in Q4 2017 and has held it in 2 quarters since.
  • 1,847 funds tracked by Wall St. Rank held McDonald's as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.