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Garcia Hamilton & Associates’s McDonald's MCD Stock Holding History

Garcia Hamilton & Associates’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
2017
Q3 		– Sell
-2,292
Closed -$351K – 63
2017
Q2 		$351K Sell
2,292
-5,064
-69% -$732K 0.49% 58
2017
Q1 		$1.03M Sell
7,356
-6,347
-46% -$796K 0.91% 41
2016
Q4 		$1.67M Sell
13,703
-710
-5% -$83.3K 0.97% 47
2016
Q3 		$1.66M Buy
14,413
+146
+1% +$17.3K 0.98% 45
2016
Q2 		$1.72M Buy
14,267
+7,164
+101% +$897K 1.03% 40
2016
Q1 		$893K Buy
+7,103
New +$849K 0.52% 63

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Garcia Hamilton & Associates's MCD Position: Q3 2017 in Review

Garcia Hamilton & Associates sold out of McDonald's (MCD) in Q3 2017, closing a stake of 2,292 shares — an estimated $351K sold.

Garcia Hamilton & Associates first reported a position in MCD in Q1 2016 and held it in 6 quarters. The position peaked at $1.72M in Q2 2016. 1,718 funds tracked by Wall St. Rank hold MCD as of Q3 2017.

  • Garcia Hamilton & Associates reported no remaining McDonald's position as of Q3 2017 after selling out during the quarter.
  • Garcia Hamilton & Associates sold 2,292 McDonald's shares in Q3 2017, an estimated $351K.
  • Garcia Hamilton & Associates first reported a position in McDonald's in Q1 2016 and held it in 6 quarters.
  • Garcia Hamilton & Associates's McDonald's position peaked at $1.72M in Q2 2016.
  • 1,718 funds tracked by Wall St. Rank held McDonald's as of Q3 2017.

Based on Garcia Hamilton & Associates's 13F filing for Q3 2017, filed 14 Nov 2017.