Gideon Capital Advisors’s McDonald's MCD Stock Holding History

Gideon Capital 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
2018 Q2	–	Sell	-3,967	Closed	-$620K	–	447
2018 Q1	$620K	Buy	+3,967	New	+$653K	0.38%	74
2016 Q3	–	Sell	-2,199	Closed	-$265K	–	241
2016 Q2	$265K	Buy	+2,199	New	+$275K	0.15%	157
2015 Q1	–	Sell	-3,303	Closed	-$309K	–	274
2014 Q4	$309K	Buy	+3,303	New	+$309K	0.15%	162

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gideon Capital Advisors's MCD Position: Q2 2018 in Review

Gideon Capital Advisors sold out of McDonald's (MCD) in Q2 2018, closing a stake of 3,967 shares — an estimated $620K sold.

Gideon Capital Advisors first reported a position in MCD in Q4 2014 and held it in 3 quarters. The position peaked at $620K in Q1 2018. 1,870 funds tracked by Wall St. Rank hold MCD as of Q2 2018.

Gideon Capital Advisors reported no remaining McDonald's position as of Q2 2018 after selling out during the quarter.
Gideon Capital Advisors sold 3,967 McDonald's shares in Q2 2018, an estimated $620K.
Gideon Capital Advisors first reported a position in McDonald's in Q4 2014 and held it in 3 quarters.
Gideon Capital Advisors's McDonald's position peaked at $620K in Q1 2018.
1,870 funds tracked by Wall St. Rank held McDonald's as of Q2 2018.

Based on Gideon Capital Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.