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

Foresters 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
2019
Q3 		$24.9M Sell
115,750
-20,700
-15% -$4.44M 0.49% 61
2019
Q2 		$28.3M Sell
136,450
-5,300
-4% -$1.05M 0.51% 63
2019
Q1 		$26.9M Sell
141,750
-19,500
-12% -$3.54M 0.47% 68
2018
Q4 		$28.6M Buy
161,250
+125,450
+350% +$22.2M 0.54% 59
2018
Q3 		$5.99M Buy
35,800
+3,200
+10% +$513K 0.09% 281
2018
Q2 		$5.11M Sell
32,600
-4,400
-12% -$713K 0.09% 273
2018
Q1 		$5.79M Sell
37,000
-2,413
-6% -$397K 0.1% 238
2017
Q4 		$6.78M Buy
39,413
+86
+0.2% +$14.4K 0.11% 223
2017
Q3 		$6.16M Sell
39,327
-6,204
-14% -$972K 0.1% 220
2017
Q2 		$6.97M Buy
45,531
+2,531
+6% +$366K 0.12% 207
2017
Q1 		$5.57M Hold
43,000
– – 0.1% 219
2016
Q4 		$5.29M Hold
43,000
– – 0.09% 225
2016
Q3 		$4.96M Hold
43,000
– – 0.09% 229
2016
Q2 		$5.17M Hold
43,000
– – 0.1% 210
2016
Q1 		$5.4M Hold
43,000
– – 0.11% 198
2015
Q4 		$5.08M Hold
43,000
– – 0.1% 199
2015
Q3 		$4.24M Hold
43,000
– – 0.09% 211
2015
Q2 		$4.09M Buy
43,000
+6,900
+19% +$667K 0.08% 238
2015
Q1 		$3.52M Hold
36,100
– – 0.07% 245
2014
Q4 		$3.38M Sell
36,100
-103,900
-74% -$9.73M 0.07% 242
2014
Q3 		$13.3M Sell
140,000
-53,400
-28% -$5.09M 0.28% 127
2014
Q2 		$19.5M Hold
193,400
– – 0.4% 101
2014
Q1 		$19M Hold
193,400
– – 0.41% 102
2013
Q4 		$18.8M Sell
193,400
-3,100
-2% -$298K 0.41% 102
2013
Q3 		$18.9M Sell
196,500
-400
-0.2% -$39K 0.46% 92
2013
Q2 		$19.5M Buy
+196,900
New +$19.7M 0.59% 79

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Foresters Investment Management's MCD Position: Q3 2019 in Review

Foresters Investment Management reduced its McDonald's (MCD) stake by 15% in Q3 2019, selling an estimated $4.44M and leaving 115,750 shares worth $24.9M. The position accounts for 0.49% of the portfolio, ranked #61.

Foresters Investment Management first reported a position in MCD in Q2 2013 and has held it in 26 quarters since. The position peaked at $28.6M in Q4 2018. 2,090 funds tracked by Wall St. Rank hold MCD as of Q3 2019.

  • Foresters Investment Management held 115,750 shares of McDonald's worth $24.9M as of Q3 2019.
  • Foresters Investment Management sold 20,700 McDonald's shares in Q3 2019, an estimated $4.44M.
  • McDonald's made up 0.49% of Foresters Investment Management's portfolio in Q3 2019, its #61 holding.
  • Foresters Investment Management first reported a position in McDonald's in Q2 2013 and has held it in 26 quarters since.
  • Foresters Investment Management's McDonald's position peaked at $28.6M in Q4 2018.
  • 2,090 funds tracked by Wall St. Rank held McDonald's as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.