Dominick & Dominick’s McDonald's MCD Stock Holding History

Dominick & Dominick’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
2014 Q4	$1.03M	Buy	10,980 +2,097	+24%	+$196K	0.52%	64
2014 Q3	$842K	Sell	8,883 -522	-6%	-$49.8K	0.4%	77
2014 Q2	$947K	Sell	9,405 -273	-3%	-$27.6K	0.46%	62
2014 Q1	$949K	Buy	9,678 +108	+1%	+$10.3K	0.46%	60
2013 Q4	$929K	Sell	9,570 -4,248	-31%	-$408K	0.44%	64
2013 Q3	$1.33M	Buy	13,818 +202	+1%	+$19.7K	0.74%	39
2013 Q2	$1.35M	Buy	+13,616	New	+$1.36M	0.79%	37

Other funds holding MCD

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Dominick & Dominick's MCD Position: Q4 2014 in Review

Dominick & Dominick increased its McDonald's (MCD) stake by 24% in Q4 2014, buying an estimated $196K and bringing the position to 10,980 shares worth $1.03M. The position accounts for 0.52% of the portfolio, ranked #64.

Dominick & Dominick first reported a position in MCD in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.35M in Q2 2013. 1,553 funds tracked by Wall St. Rank hold MCD as of Q4 2014.

Dominick & Dominick held 10,980 shares of McDonald's worth $1.03M as of Q4 2014.
Dominick & Dominick bought 2,097 McDonald's shares in Q4 2014, an estimated $196K.
McDonald's made up 0.52% of Dominick & Dominick's portfolio in Q4 2014, its #64 holding.
Dominick & Dominick first reported a position in McDonald's in Q2 2013 and has held it in 7 quarters since.
Dominick & Dominick's McDonald's position peaked at $1.35M in Q2 2013.
1,553 funds tracked by Wall St. Rank held McDonald's as of Q4 2014.

Based on Dominick & Dominick's 13F filing for Q4 2014, filed 22 Jan 2015.