EAM
MCD icon

Edge Asset Management’s McDonald's MCD Stock Holding History

Edge Asset Management’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 		– Sell
-632,518
Closed -$60M – 299
2014
Q3 		$60M Buy
632,518
+69,849
+12% +$6.66M 0.6% 65
2014
Q2 		$56.7M Sell
562,669
-2,241
-0.4% -$226K 0.57% 68
2014
Q1 		$55.4M Sell
564,910
-1,212
-0.2% -$116K 0.59% 67
2013
Q4 		$54.9M Sell
566,122
-580,423
-51% -$55.8M 0.6% 66
2013
Q3 		$112M Buy
1,146,545
+575,402
+101% +$56.2M 0.69% 58
2013
Q2 		$56.5M Buy
+571,143
New +$57.2M 0.71% 58

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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

Edge Asset Management's MCD Position: Q4 2014 in Review

Edge Asset Management sold out of McDonald's (MCD) in Q4 2014, closing a stake of 632,518 shares — an estimated $60M sold.

Edge Asset Management first reported a position in MCD in Q2 2013 and held it in 6 quarters. The position peaked at $112M in Q3 2013. 1,552 funds tracked by Wall St. Rank hold MCD as of Q4 2014.

  • Edge Asset Management reported no remaining McDonald's position as of Q4 2014 after selling out during the quarter.
  • Edge Asset Management sold 632,518 McDonald's shares in Q4 2014, an estimated $60M.
  • Edge Asset Management first reported a position in McDonald's in Q2 2013 and held it in 6 quarters.
  • Edge Asset Management's McDonald's position peaked at $112M in Q3 2013.
  • 1,552 funds tracked by Wall St. Rank held McDonald's as of Q4 2014.

Based on Edge Asset Management's 13F filing for Q4 2014, filed 12 Feb 2015.