DIA
MCD icon

Denver Investment Advisors’s McDonald's MCD Stock Holding History

Denver Investment Advisors’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 		$1.74M Sell
11,118
-251
-2% -$41.3K 0.09% 185
2017
Q4 		$1.96M Sell
11,369
-12,985
-53% -$2.18M 0.1% 184
2017
Q3 		$3.82M Sell
24,354
-255
-1% -$40K 0.19% 129
2017
Q2 		$3.77M Buy
24,609
+767
+3% +$111K 0.17% 130
2017
Q1 		$3.09M Sell
23,842
-49
-0.2% -$6.15K 0.14% 143
2016
Q4 		$2.91M Buy
23,891
+3,685
+18% +$432K 0.12% 147
2016
Q3 		$2.33M Buy
20,206
+1,100
+6% +$130K 0.1% 177
2016
Q2 		$2.3M Sell
19,106
-128
-0.7% -$16K 0.1% 188
2016
Q1 		$2.42M Buy
19,234
+198
+1% +$23.7K 0.11% 188
2015
Q4 		$2.25M Sell
19,036
-3,715
-16% -$415K 0.1% 195
2015
Q3 		$2.24M Sell
22,751
-1,562
-6% -$152K 0.1% 192
2015
Q2 		$2.31M Sell
24,313
-351
-1% -$34K 0.09% 202
2015
Q1 		$2.4M Sell
24,664
-2,258
-8% -$214K 0.08% 252
2014
Q4 		$2.52M Sell
26,922
-244
-0.9% -$22.8K 0.08% 249
2014
Q3 		$2.58M Sell
27,166
-10,704
-28% -$1.02M 0.08% 242
2014
Q2 		$3.81M Sell
37,870
-97
-0.3% -$9.79K 0.12% 202
2014
Q1 		$3.72M Sell
37,967
-12,590
-25% -$1.2M 0.11% 229
2013
Q4 		$4.91K Buy
50,557
+2,950
+6% +$283K 0.14% 194
2013
Q3 		$4.58M Buy
47,607
+3,965
+9% +$387K 0.1% 237
2013
Q2 		$4.32M Buy
+43,642
New +$4.37M 0.1% 226

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Denver Investment Advisors's MCD Position: Q1 2018 in Review

Denver Investment Advisors reduced its McDonald's (MCD) stake by 2.2% in Q1 2018, selling an estimated $41.3K and leaving 11,118 shares worth $1.74M. The position accounts for 0.09% of the portfolio, ranked #185.

Denver Investment Advisors first reported a position in MCD in Q2 2013 and has held it in 20 quarters since. The position peaked at $4.58M in Q3 2013. 1,847 funds tracked by Wall St. Rank hold MCD as of Q1 2018.

  • Denver Investment Advisors held 11,118 shares of McDonald's worth $1.74M as of Q1 2018.
  • Denver Investment Advisors sold 251 McDonald's shares in Q1 2018, an estimated $41.3K.
  • McDonald's made up 0.09% of Denver Investment Advisors's portfolio in Q1 2018, its #185 holding.
  • Denver Investment Advisors first reported a position in McDonald's in Q2 2013 and has held it in 20 quarters since.
  • Denver Investment Advisors's McDonald's position peaked at $4.58M in Q3 2013.
  • 1,847 funds tracked by Wall St. Rank held McDonald's as of Q1 2018.

Based on Denver Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.