FBT
MCD icon

Founders Bank & Trust’s McDonald's MCD Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$504K Buy
5,379
+96
+2% +$8.99K 0.26% 61
2014
Q3 		$501K Buy
5,283
+424
+9% +$40.4K 0.28% 57
2014
Q2 		$490K Buy
4,859
+60
+1% +$6.06K 0.27% 59
2014
Q1 		$471K Buy
4,799
+1,250
+35% +$120K 0.27% 62
2013
Q4 		$332K Buy
3,549
+1,010
+40% +$97K 0.19% 70
2013
Q3 		$244K Buy
2,539
+1,020
+67% +$99.6K 0.12% 75
2013
Q2 		$150K Buy
+1,519
New +$152K 0.08% 88

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Founders Bank & Trust's MCD Position: Q4 2014 in Review

Founders Bank & Trust increased its McDonald's (MCD) stake by 1.8% in Q4 2014, buying an estimated $8.99K and bringing the position to 5,379 shares worth $504K. The position accounts for 0.26% of the portfolio, ranked #61.

Founders Bank & Trust first reported a position in MCD in Q2 2013 and has held it in 7 quarters since. 1,554 funds tracked by Wall St. Rank hold MCD as of Q4 2014.

  • Founders Bank & Trust held 5,379 shares of McDonald's worth $504K as of Q4 2014.
  • Founders Bank & Trust bought 96 McDonald's shares in Q4 2014, an estimated $8.99K.
  • McDonald's made up 0.26% of Founders Bank & Trust's portfolio in Q4 2014, its #61 holding.
  • Founders Bank & Trust first reported a position in McDonald's in Q2 2013 and has held it in 7 quarters since.
  • 1,554 funds tracked by Wall St. Rank held McDonald's as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.