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Geneva Advisors’s McDonald's MCD Stock Holding History

Geneva Advisors’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
Q2 		$5.42M Buy
35,382
+1,464
+4% +$212K 0.09% 118
2017
Q1 		$4.4M Sell
33,918
-3,437
-9% -$431K 0.08% 131
2016
Q4 		$4.55M Sell
37,355
-1,614
-4% -$189K 0.09% 120
2016
Q3 		$4.5M Buy
38,969
+266
+0.7% +$31.5K 0.08% 125
2016
Q2 		$4.66M Sell
38,703
-8,656
-18% -$1.08M 0.09% 121
2016
Q1 		$5.95M Buy
47,359
+11,113
+31% +$1.33M 0.12% 103
2015
Q4 		$4.28M Sell
36,246
-12,925
-26% -$1.45M 0.08% 117
2015
Q3 		$4.84M Sell
49,171
-318
-0.6% -$31K 0.1% 114
2015
Q2 		$4.71M Sell
49,489
-1,304
-3% -$126K 0.08% 136
2015
Q1 		$4.95M Sell
50,793
-5,604
-10% -$532K 0.09% 132
2014
Q4 		$5.28M Sell
56,397
-8,110
-13% -$759K 0.1% 121
2014
Q3 		$6.12M Sell
64,507
-4,312
-6% -$411K 0.12% 115
2014
Q2 		$6.93M Buy
68,819
+297
+0.4% +$30K 0.13% 113
2014
Q1 		$6.72M Buy
68,522
+21,554
+46% +$2.06M 0.12% 109
2013
Q4 		$4.56M Sell
46,968
-2,027
-4% -$195K 0.08% 115
2013
Q3 		$4.71M Sell
48,995
-197,215
-80% -$19.3M 0.1% 117
2013
Q2 		$24.4M Buy
+246,210
New +$24.7M 0.57% 67

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geneva Advisors's MCD Position: Q2 2017 in Review

Geneva Advisors increased its McDonald's (MCD) stake by 4.3% in Q2 2017, buying an estimated $212K and bringing the position to 35,382 shares worth $5.42M. The position accounts for 0.09% of the portfolio, ranked #118.

Geneva Advisors first reported a position in MCD in Q2 2013 and has held it in 17 quarters since. The position peaked at $24.4M in Q2 2013. 1,694 funds tracked by Wall St. Rank hold MCD as of Q2 2017.

  • Geneva Advisors held 35,382 shares of McDonald's worth $5.42M as of Q2 2017.
  • Geneva Advisors bought 1,464 McDonald's shares in Q2 2017, an estimated $212K.
  • McDonald's made up 0.09% of Geneva Advisors's portfolio in Q2 2017, its #118 holding.
  • Geneva Advisors first reported a position in McDonald's in Q2 2013 and has held it in 17 quarters since.
  • Geneva Advisors's McDonald's position peaked at $24.4M in Q2 2013.
  • 1,694 funds tracked by Wall St. Rank held McDonald's as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.