Gary Goldberg Planning Services’s McDonald's MCD Stock Holding History

Gary Goldberg Planning Services’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	$2M	Sell	21,367 -437	-2%	-$40.9K	0.84%	32
2014 Q3	$2.07M	Buy	21,804 +1,016	+5%	+$96.9K	0.86%	32
2014 Q2	$2.09M	Buy	20,788 +3,377	+19%	+$341K	0.92%	29
2014 Q1	$1.71M	Buy	17,411 +696	+4%	+$66.6K	0.83%	34
2013 Q4	$1.62M	Sell	16,715 -2,044	-11%	-$196K	0.94%	32
2013 Q3	$1.8M	Sell	18,759 -3,265	-15%	-$319K	1.1%	26
2013 Q2	$2.18M	Buy	+22,024	New	+$2.21M	1.39%	23

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Gary Goldberg Planning Services's MCD Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its McDonald's (MCD) stake by 2% in Q4 2014, selling an estimated $40.9K and leaving 21,367 shares worth $2M. The position accounts for 0.84% of the portfolio, ranked #32.

Gary Goldberg Planning Services first reported a position in MCD in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.18M in Q2 2013. 1,552 funds tracked by Wall St. Rank hold MCD as of Q4 2014.

Gary Goldberg Planning Services held 21,367 shares of McDonald's worth $2M as of Q4 2014.
Gary Goldberg Planning Services sold 437 McDonald's shares in Q4 2014, an estimated $40.9K.
McDonald's made up 0.84% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #32 holding.
Gary Goldberg Planning Services first reported a position in McDonald's in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's McDonald's position peaked at $2.18M in Q2 2013.
1,552 funds tracked by Wall St. Rank held McDonald's as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.