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Gerstein Fisher’s McDonald's MCD Stock Holding History

Gerstein Fisher’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
Q3 		$981K Buy
8,504
+331
+4% +$39.2K 0.12% 159
2016
Q2 		$983K Buy
8,173
+556
+7% +$69.6K 0.13% 144
2016
Q1 		$957K Buy
7,617
+776
+11% +$92.7K 0.13% 141
2015
Q4 		$808K Buy
6,841
+444
+7% +$49.6K 0.11% 158
2015
Q3 		$630K Buy
6,397
+596
+10% +$58.1K 0.09% 192
2015
Q2 		$552K Buy
5,801
+2,019
+53% +$195K 0.09% 226
2015
Q1 		$369K Sell
3,782
-21
-0.6% -$1.99K 0.06% 277
2014
Q4 		$356K Sell
3,803
-555
-13% -$52K 0.06% 269
2014
Q3 		$413K Buy
4,358
+1,050
+32% +$100K 0.07% 233
2014
Q2 		$333K Buy
3,308
+94
+3% +$9.49K 0.06% 239
2014
Q1 		$315K Sell
3,214
-28,764
-90% -$2.75M 0.06% 243
2013
Q4 		$13.5M Buy
31,978
+16,612
+108% +$1.6M 0.5% 50
2013
Q3 		$1.48M Sell
15,366
-144
-0.9% -$14.1K 0.32% 58
2013
Q2 		$1.53M Buy
+15,510
New +$1.55M 0.37% 40

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
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
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

Gerstein Fisher's MCD Position: Q3 2016 in Review

Gerstein Fisher increased its McDonald's (MCD) stake by 4% in Q3 2016, buying an estimated $39.2K and bringing the position to 8,504 shares worth $981K. The position accounts for 0.12% of the portfolio, ranked #159.

Gerstein Fisher first reported a position in MCD in Q2 2013 and has held it in 14 quarters since. The position peaked at $13.5M in Q4 2013. 1,530 funds tracked by Wall St. Rank hold MCD as of Q3 2016.

  • Gerstein Fisher held 8,504 shares of McDonald's worth $981K as of Q3 2016.
  • Gerstein Fisher bought 331 McDonald's shares in Q3 2016, an estimated $39.2K.
  • McDonald's made up 0.12% of Gerstein Fisher's portfolio in Q3 2016, its #159 holding.
  • Gerstein Fisher first reported a position in McDonald's in Q2 2013 and has held it in 14 quarters since.
  • Gerstein Fisher's McDonald's position peaked at $13.5M in Q4 2013.
  • 1,530 funds tracked by Wall St. Rank held McDonald's as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.