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Financial & Investment Management Group’s McDonald's MCD Stock Holding History

Financial & Investment Management Group’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
Q4 		– Sell
-4,576
Closed -$766K – 131
2018
Q3 		$766K Buy
4,576
+40
+0.9% +$6.41K 0.25% 65
2018
Q2 		$711K Hold
4,536
– – 0.22% 66
2018
Q1 		$709K Buy
4,536
+200
+5% +$32.9K 0.23% 65
2017
Q4 		$746K Hold
4,336
– – 0.26% 54
2017
Q3 		$679K Hold
4,336
– – 0.22% 58
2017
Q2 		$664K Buy
+4,336
New +$627K 0.24% 54

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Financial & Investment Management Group's MCD Position: Q4 2018 in Review

Financial & Investment Management Group sold out of McDonald's (MCD) in Q4 2018, closing a stake of 4,576 shares — an estimated $766K sold.

Financial & Investment Management Group first reported a position in MCD in Q2 2017 and held it in 6 quarters. The position peaked at $766K in Q3 2018. 2,003 funds tracked by Wall St. Rank hold MCD as of Q4 2018.

  • Financial & Investment Management Group reported no remaining McDonald's position as of Q4 2018 after selling out during the quarter.
  • Financial & Investment Management Group sold 4,576 McDonald's shares in Q4 2018, an estimated $766K.
  • Financial & Investment Management Group first reported a position in McDonald's in Q2 2017 and held it in 6 quarters.
  • Financial & Investment Management Group's McDonald's position peaked at $766K in Q3 2018.
  • 2,003 funds tracked by Wall St. Rank held McDonald's as of Q4 2018.

Based on Financial & Investment Management Group's 13F filing for Q4 2018, filed 30 Jan 2019.