Emerson Investment Management’s McDonald's MCD Stock Holding History

Emerson Investment 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
2016 Q1	$490K	Hold	3,900	–	–	0.09%	91
2015 Q4	$461K	Sell	3,900 -1,992	-34%	-$223K	0.09%	96
2015 Q3	$581K	Buy	5,892 +500	+9%	+$48.7K	0.12%	86
2015 Q2	$513K	Sell	5,392 -33	-0.6%	-$3.19K	0.1%	99
2015 Q1	$529K	Sell	5,425 -156	-3%	-$14.8K	0.1%	107
2014 Q4	$523K	Sell	5,581 -400	-7%	-$37.4K	0.1%	106
2014 Q3	$567K	Buy	5,981 +1,032	+21%	+$98.4K	0.11%	108
2014 Q2	$499K	Sell	4,949 -30	-0.6%	-$3.03K	0.1%	116
2014 Q1	$488K	Sell	4,979 -200	-4%	-$19.1K	0.1%	106
2013 Q4	$503K	Sell	5,179 -845	-14%	-$81.2K	0.11%	106
2013 Q3	$580K	Buy	6,024 +725	+14%	+$70.8K	0.13%	95
2013 Q2	$525K	Buy	+5,299	New	+$531K	0.12%	98

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

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

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

BFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Emerson Investment Management's MCD Position: Q1 2016 in Review

Emerson Investment Management held its McDonald's (MCD) position steady in Q1 2016 at 3,900 shares worth $490K. The position accounts for 0.09% of the portfolio, ranked #91.

Emerson Investment Management first reported a position in MCD in Q2 2013 and has held it in 12 quarters since. The position peaked at $581K in Q3 2015. 1,601 funds tracked by Wall St. Rank hold MCD as of Q1 2016.

Emerson Investment Management held 3,900 shares of McDonald's worth $490K as of Q1 2016.
Emerson Investment Management left its McDonald's share count unchanged in Q1 2016.
McDonald's made up 0.09% of Emerson Investment Management's portfolio in Q1 2016, its #91 holding.
Emerson Investment Management first reported a position in McDonald's in Q2 2013 and has held it in 12 quarters since.
Emerson Investment Management's McDonald's position peaked at $581K in Q3 2015.
1,601 funds tracked by Wall St. Rank held McDonald's as of Q1 2016.

Based on Emerson Investment Management's 13F filing for Q1 2016, filed 9 May 2016.