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

ExxonMobil 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
2018
Q1 		$19.1M Sell
122,041
-4,715
-4% -$776K 0.55% 41
2017
Q4 		$21.8M Sell
126,756
-21,161
-14% -$3.55M 0.6% 38
2017
Q3 		$23.2M Sell
147,917
-8,575
-5% -$1.34M 0.59% 37
2017
Q2 		$24M Sell
156,492
-25,378
-14% -$3.67M 0.6% 35
2017
Q1 		$23.6M Sell
181,870
-10,350
-5% -$1.3M 0.52% 40
2016
Q4 		$23.4M Sell
192,220
-25,674
-12% -$3.01M 0.52% 39
2016
Q3 		$25.1M Sell
217,894
-9,340
-4% -$1.11M 0.52% 42
2016
Q2 		$27.3M Buy
227,234
+7,714
+4% +$966K 0.58% 41
2016
Q1 		$27.6M Buy
219,520
+13,706
+7% +$1.64M 0.63% 36
2015
Q4 		$24.3M Sell
205,814
-10,388
-5% -$1.16M 0.6% 39
2015
Q3 		$21.3M Buy
216,202
+3,414
+2% +$333K 0.55% 41
2015
Q2 		$20.2M Sell
212,788
-18,345
-8% -$1.77M 0.5% 48
2015
Q1 		$22.5M Buy
231,133
+1,691
+0.7% +$160K 0.51% 48
2014
Q4 		$21.5M Sell
229,442
-11,173
-5% -$1.05M 0.5% 45
2014
Q3 		$22.8M Sell
240,615
-10,860
-4% -$1.04M 0.53% 38
2014
Q2 		$25.3M Sell
251,475
-7,767
-3% -$784K 0.57% 36
2014
Q1 		$25.4M Buy
259,242
+225
+0.1% +$21.5K 0.58% 36
2013
Q4 		$25.1M Sell
259,017
-6,749
-3% -$648K 0.58% 34
2013
Q3 		$25.6M Sell
265,766
-12,817
-5% -$1.25M 0.64% 34
2013
Q2 		$27.6M Buy
+278,583
New +$27.9M 0.69% 31

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ExxonMobil Investment Management's MCD Position: Q1 2018 in Review

ExxonMobil Investment Management reduced its McDonald's (MCD) stake by 3.7% in Q1 2018, selling an estimated $776K and leaving 122,041 shares worth $19.1M. The position accounts for 0.55% of the portfolio, ranked #41.

ExxonMobil Investment Management first reported a position in MCD in Q2 2013 and has held it in 20 quarters since. The position peaked at $27.6M in Q1 2016. 1,847 funds tracked by Wall St. Rank hold MCD as of Q1 2018.

  • ExxonMobil Investment Management held 122,041 shares of McDonald's worth $19.1M as of Q1 2018.
  • ExxonMobil Investment Management sold 4,715 McDonald's shares in Q1 2018, an estimated $776K.
  • McDonald's made up 0.55% of ExxonMobil Investment Management's portfolio in Q1 2018, its #41 holding.
  • ExxonMobil Investment Management first reported a position in McDonald's in Q2 2013 and has held it in 20 quarters since.
  • ExxonMobil Investment Management's McDonald's position peaked at $27.6M in Q1 2016.
  • 1,847 funds tracked by Wall St. Rank held McDonald's as of Q1 2018.

Based on ExxonMobil Investment Management's 13F filing for Q1 2018, filed 12 Apr 2018.