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Derby & Company’s McDonald's MCD Stock Holding History

Derby & Company’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
Q3 		– Sell
-4,592
Closed -$720K – 33
2018
Q2 		$720K Hold
4,592
– – 0.44% 18
2018
Q1 		$718K Hold
4,592
– – 0.47% 19
2017
Q4 		$790K Buy
+4,592
New +$771K 0.53% 20

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Derby & Company's MCD Position: Q3 2018 in Review

Derby & Company sold out of McDonald's (MCD) in Q3 2018, closing a stake of 4,592 shares — an estimated $720K sold.

Derby & Company first reported a position in MCD in Q4 2017 and held it in 3 quarters. The position peaked at $790K in Q4 2017. 1,842 funds tracked by Wall St. Rank hold MCD as of Q3 2018.

  • Derby & Company reported no remaining McDonald's position as of Q3 2018 after selling out during the quarter.
  • Derby & Company sold 4,592 McDonald's shares in Q3 2018, an estimated $720K.
  • Derby & Company first reported a position in McDonald's in Q4 2017 and held it in 3 quarters.
  • Derby & Company's McDonald's position peaked at $790K in Q4 2017.
  • 1,842 funds tracked by Wall St. Rank held McDonald's as of Q3 2018.

Based on Derby & Company's 13F filing for Q3 2018, filed 14 Nov 2018.