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Geneva Capital Management’s McDonald's MCD Stock Holding History

Geneva 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
2014
Q3 		– Sell
-12,134
Closed -$1.22M – 132
2014
Q2 		$1.22M Buy
12,134
+197
+2% +$19.9K 0.03% 124
2014
Q1 		$1.17M Sell
11,937
-281
-2% -$26.9K 0.03% 125
2013
Q4 		$1.19M Buy
12,218
+46
+0.4% +$4.42K 0.03% 126
2013
Q3 		$1.17M Buy
12,172
+1,898
+18% +$185K 0.03% 119
2013
Q2 		$1.02M Buy
+10,274
New +$1.03M 0.02% 127

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Geneva Capital Management's MCD Position: Q3 2014 in Review

Geneva Capital Management sold out of McDonald's (MCD) in Q3 2014, closing a stake of 12,134 shares — an estimated $1.22M sold.

Geneva Capital Management first reported a position in MCD in Q2 2013 and held it in 5 quarters. The position peaked at $1.22M in Q2 2014. 1,481 funds tracked by Wall St. Rank hold MCD as of Q3 2014.

  • Geneva Capital Management reported no remaining McDonald's position as of Q3 2014 after selling out during the quarter.
  • Geneva Capital Management sold 12,134 McDonald's shares in Q3 2014, an estimated $1.22M.
  • Geneva Capital Management first reported a position in McDonald's in Q2 2013 and held it in 5 quarters.
  • Geneva Capital Management's McDonald's position peaked at $1.22M in Q2 2014.
  • 1,481 funds tracked by Wall St. Rank held McDonald's as of Q3 2014.

Based on Geneva Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.