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Edmond de Rothschild (Suisse)’s McDonald's MCD Stock Holding History

Edmond de Rothschild (Suisse)’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
2016
Q3 		$421K Buy
3,650
+550
+18% +$65.2K 0.13% 149
2016
Q2 		$373K Buy
3,100
+600
+24% +$75.1K 0.12% 135
2016
Q1 		$314K Hold
2,500
– – 0.13% 125
2015
Q4 		$295K Buy
2,500
+300
+14% +$33.5K 0.11% 123
2015
Q3 		$217K Hold
2,200
– – 0.07% 143
2015
Q2 		$209K Buy
+2,200
New +$213K 0.07% 156

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
Capital World Investors
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s MCD Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) increased its McDonald's (MCD) stake by 18% in Q3 2016, buying an estimated $65.2K and bringing the position to 3,650 shares worth $421K. The position accounts for 0.13% of the portfolio, ranked #149.

Edmond de Rothschild (Suisse) first reported a position in MCD in Q2 2015 and has held it in 6 quarters since. 1,530 funds tracked by Wall St. Rank hold MCD as of Q3 2016.

  • Edmond de Rothschild (Suisse) held 3,650 shares of McDonald's worth $421K as of Q3 2016.
  • Edmond de Rothschild (Suisse) bought 550 McDonald's shares in Q3 2016, an estimated $65.2K.
  • McDonald's made up 0.13% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #149 holding.
  • Edmond de Rothschild (Suisse) first reported a position in McDonald's in Q2 2015 and has held it in 6 quarters since.
  • 1,530 funds tracked by Wall St. Rank held McDonald's as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.