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Elkhorn Investments’s McDonald's MCD Stock Holding History

Elkhorn Investments’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
2017
Q4 		$2.09M Buy
12,075
+2,947
+32% +$495K 1.09% 18
2017
Q3 		$1.43M Sell
9,128
-29
-0.3% -$4.54K 1.06% 32
2017
Q2 		$1.41M Sell
9,157
-1,392
-13% -$201K 1.1% 19
2017
Q1 		$1.37M Buy
+10,549
New +$1.32M 1.13% 12

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elkhorn Investments's MCD Position: Q4 2017 in Review

Elkhorn Investments increased its McDonald's (MCD) stake by 32% in Q4 2017, buying an estimated $495K and bringing the position to 12,075 shares worth $2.09M. The position accounts for 1.09% of the portfolio, ranked #18.

Elkhorn Investments first reported a position in MCD in Q1 2017 and has held it in 4 quarters since. 1,890 funds tracked by Wall St. Rank hold MCD as of Q4 2017.

  • Elkhorn Investments held 12,075 shares of McDonald's worth $2.09M as of Q4 2017.
  • Elkhorn Investments bought 2,947 McDonald's shares in Q4 2017, an estimated $495K.
  • McDonald's made up 1.09% of Elkhorn Investments's portfolio in Q4 2017, its #18 holding.
  • Elkhorn Investments first reported a position in McDonald's in Q1 2017 and has held it in 4 quarters since.
  • 1,890 funds tracked by Wall St. Rank held McDonald's as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.