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Fox Point Capital Management’s McDonald's MCD Stock Holding History

Fox Point 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
2016
Q2 		– Sell
-62,500
Closed -$7.86M – 20
2016
Q1 		$7.86M Sell
62,500
-162,500
-72% -$19.4M 10.91% 2
2015
Q4 		$26.6M Buy
+225,000
New +$25.2M 18.71% 1

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 $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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fox Point Capital Management's MCD Position: Q2 2016 in Review

Fox Point Capital Management sold out of McDonald's (MCD) in Q2 2016, closing a stake of 62,500 shares — an estimated $7.86M sold.

Fox Point Capital Management first reported a position in MCD in Q4 2015 and held it in 2 quarters. The position peaked at $26.6M in Q4 2015. 1,580 funds tracked by Wall St. Rank hold MCD as of Q2 2016.

  • Fox Point Capital Management reported no remaining McDonald's position as of Q2 2016 after selling out during the quarter.
  • Fox Point Capital Management sold 62,500 McDonald's shares in Q2 2016, an estimated $7.86M.
  • Fox Point Capital Management first reported a position in McDonald's in Q4 2015 and held it in 2 quarters.
  • Fox Point Capital Management's McDonald's position peaked at $26.6M in Q4 2015.
  • 1,580 funds tracked by Wall St. Rank held McDonald's as of Q2 2016.

Based on Fox Point Capital Management's 13F filing for Q2 2016, filed 12 Aug 2016.