Douglas C. Lane & Associates’s McDonald's MCD Stock Holding History

Douglas C. Lane & Associates’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
2015 Q4	$525K	Sell	4,442 -235	-5%	-$26.3K	0.01%	171
2015 Q3	$461K	Sell	4,677 -557	-11%	-$54.3K	0.01%	175
2015 Q2	$498K	Buy	5,234 +458	+10%	+$44.3K	0.01%	171
2015 Q1	$465K	Buy	4,776 +248	+5%	+$23.5K	0.01%	174
2014 Q4	$424K	Sell	4,528 -1,301	-22%	-$122K	0.01%	177
2014 Q3	$553K	Sell	5,829 -181	-3%	-$17.3K	0.02%	160
2014 Q2	$605K	Buy	6,010 +726	+14%	+$73.3K	0.02%	155
2014 Q1	$518K	Buy	5,284 +197	+4%	+$18.8K	0.02%	159
2013 Q4	$494K	Buy	5,087 +1,166	+30%	+$112K	0.02%	156
2013 Q3	$377K	Buy	3,921 +469	+14%	+$45.8K	0.01%	162
2013 Q2	$342K	Buy	+3,452	New	+$346K	0.01%	167

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

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

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

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

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

Douglas C. Lane & Associates's MCD Position: Q4 2015 in Review

Douglas C. Lane & Associates reduced its McDonald's (MCD) stake by 5% in Q4 2015, selling an estimated $26.3K and leaving 4,442 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #171.

Douglas C. Lane & Associates first reported a position in MCD in Q2 2013 and has held it in 11 quarters since. The position peaked at $605K in Q2 2014. 1,591 funds tracked by Wall St. Rank hold MCD as of Q4 2015.

Douglas C. Lane & Associates held 4,442 shares of McDonald's worth $525K as of Q4 2015.
Douglas C. Lane & Associates sold 235 McDonald's shares in Q4 2015, an estimated $26.3K.
McDonald's made up 0.01% of Douglas C. Lane & Associates's portfolio in Q4 2015, its #171 holding.
Douglas C. Lane & Associates first reported a position in McDonald's in Q2 2013 and has held it in 11 quarters since.
Douglas C. Lane & Associates's McDonald's position peaked at $605K in Q2 2014.
1,591 funds tracked by Wall St. Rank held McDonald's as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.