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Edge Advisors’s McDonald's MCD Stock Holding History

Edge 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
Q2 		$498K Buy
3,183
+209
+7% +$33.9K 0.04% 219
2018
Q1 		$465K Buy
2,974
+248
+9% +$40.8K 0.04% 229
2017
Q4 		$469K Buy
2,726
+49
+2% +$8.23K 0.05% 221
2017
Q3 		$419K Sell
2,677
-625
-19% -$98K 0.05% 230
2017
Q2 		$505K Buy
3,302
+339
+11% +$49K 0.06% 217
2017
Q1 		$384K Buy
2,963
+532
+22% +$66.8K 0.05% 250
2016
Q4 		$295K Buy
+2,431
New +$285K 0.04% 270

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edge Advisors's MCD Position: Q2 2018 in Review

Edge Advisors increased its McDonald's (MCD) stake by 7% in Q2 2018, buying an estimated $33.9K and bringing the position to 3,183 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #219.

Edge Advisors first reported a position in MCD in Q4 2016 and has held it in 7 quarters since. The position peaked at $505K in Q2 2017. 1,870 funds tracked by Wall St. Rank hold MCD as of Q2 2018.

  • Edge Advisors held 3,183 shares of McDonald's worth $498K as of Q2 2018.
  • Edge Advisors bought 209 McDonald's shares in Q2 2018, an estimated $33.9K.
  • McDonald's made up 0.04% of Edge Advisors's portfolio in Q2 2018, its #219 holding.
  • Edge Advisors first reported a position in McDonald's in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's McDonald's position peaked at $505K in Q2 2017.
  • 1,870 funds tracked by Wall St. Rank held McDonald's as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.