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F&V Capital Management’s McDonald's MCD Stock Holding History

F&V Capital 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
2017
Q1 		– Sell
-1,895
Closed -$231K – 64
2016
Q4 		$231K Hold
1,895
– – 0.15% 56
2016
Q3 		$219K Hold
1,895
– – 0.15% 50
2016
Q2 		$228K Hold
1,895
– – 0.17% 48
2016
Q1 		$238K Buy
1,895
+40
+2% +$4.78K 0.19% 46
2015
Q4 		$219K Buy
+1,855
New +$207K 0.16% 55

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

F&V Capital Management's MCD Position: Q1 2017 in Review

F&V Capital Management sold out of McDonald's (MCD) in Q1 2017, closing a stake of 1,895 shares — an estimated $231K sold.

F&V Capital Management first reported a position in MCD in Q4 2015 and held it in 5 quarters. The position peaked at $238K in Q1 2016. 1,650 funds tracked by Wall St. Rank hold MCD as of Q1 2017.

  • F&V Capital Management reported no remaining McDonald's position as of Q1 2017 after selling out during the quarter.
  • F&V Capital Management sold 1,895 McDonald's shares in Q1 2017, an estimated $231K.
  • F&V Capital Management first reported a position in McDonald's in Q4 2015 and held it in 5 quarters.
  • F&V Capital Management's McDonald's position peaked at $238K in Q1 2016.
  • 1,650 funds tracked by Wall St. Rank held McDonald's as of Q1 2017.

Based on F&V Capital Management's 13F filing for Q1 2017, filed 5 Apr 2017.