FM
MCD icon

Forward Management’s McDonald's MCD Stock Holding History

Forward 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
Q4 		– Sell
-2,761
Closed -$462K – 94
2018
Q3 		$462K Sell
2,761
-625
-18% -$100K 0.08% 103
2018
Q2 		$531K Sell
3,386
-37
-1% -$6K 0.09% 115
2018
Q1 		$535K Buy
3,423
+2,823
+471% +$464K 0.08% 135
2017
Q4 		$103K Sell
600
-100
-14% -$16.8K 0.01% 186
2017
Q3 		$110K Buy
700
+200
+40% +$31.3K 0.01% 181
2017
Q2 		$77K Hold
500
– – 0.01% 190
2017
Q1 		$65K Buy
+500
New +$62.7K 0.01% 175
2016
Q3 		– Sell
-65
Closed -$8K – 218
2016
Q2 		$8K Hold
65
– – ﹤0.01% 214
2016
Q1 		$8K Sell
65
-72
-53% -$8.6K ﹤0.01% 240
2015
Q4 		$17K Sell
137
-1,800
-93% -$201K ﹤0.01% 246
2015
Q3 		$190K Buy
1,937
+1,800
+1,314% +$175K 0.02% 239
2015
Q2 		$13K Sell
137
-364
-73% -$35.2K ﹤0.01% 306
2015
Q1 		$48K Sell
501
-30,030
-98% -$2.85M ﹤0.01% 345
2014
Q4 		$2.86M Sell
30,531
-440
-1% -$41.2K 0.16% 92
2014
Q3 		$2.94M Sell
30,971
-842
-3% -$80.3K 0.18% 85
2014
Q2 		$3.2M Sell
31,813
-155
-0.5% -$15.6K 0.19% 73
2014
Q1 		$3.13M Buy
31,968
+835
+3% +$79.8K 0.18% 73
2013
Q4 		$3.02M Buy
31,133
+3,265
+12% +$314K 0.18% 74
2013
Q3 		$2.68M Buy
27,868
+777
+3% +$75.9K 0.17% 77
2013
Q2 		$2.68M Buy
+27,091
New +$2.71M 0.22% 85

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

Forward Management's MCD Position: Q4 2018 in Review

Forward Management sold out of McDonald's (MCD) in Q4 2018, closing a stake of 2,761 shares — an estimated $462K sold.

Forward Management first reported a position in MCD in Q2 2013 and held it in 20 quarters. The position peaked at $3.2M in Q2 2014. 2,003 funds tracked by Wall St. Rank hold MCD as of Q4 2018.

  • Forward Management reported no remaining McDonald's position as of Q4 2018 after selling out during the quarter.
  • Forward Management sold 2,761 McDonald's shares in Q4 2018, an estimated $462K.
  • Forward Management first reported a position in McDonald's in Q2 2013 and held it in 20 quarters.
  • Forward Management's McDonald's position peaked at $3.2M in Q2 2014.
  • 2,003 funds tracked by Wall St. Rank held McDonald's as of Q4 2018.

Based on Forward Management's 13F filing for Q4 2018, filed 1 Feb 2019.