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Gupta Wealth Management’s McDonald's MCD Stock Holding History

Gupta Wealth 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
2016
Q1 		$1.99M Buy
15,835
+4,107
+35% +$491K 0.47% 50
2015
Q4 		$1.39M Buy
11,728
+8,939
+321% +$999K 0.35% 63
2015
Q3 		$275K Buy
2,789
+87
+3% +$8.47K 0.07% 202
2015
Q2 		$257K Sell
2,702
-55
-2% -$5.32K 0.06% 220
2015
Q1 		$269K Buy
+2,757
New +$262K 0.08% 186

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gupta Wealth Management's MCD Position: Q1 2016 in Review

Gupta Wealth Management increased its McDonald's (MCD) stake by 35% in Q1 2016, buying an estimated $491K and bringing the position to 15,835 shares worth $1.99M. The position accounts for 0.47% of the portfolio, ranked #50.

Gupta Wealth Management first reported a position in MCD in Q1 2015 and has held it in 5 quarters since. 1,601 funds tracked by Wall St. Rank hold MCD as of Q1 2016.

  • Gupta Wealth Management held 15,835 shares of McDonald's worth $1.99M as of Q1 2016.
  • Gupta Wealth Management bought 4,107 McDonald's shares in Q1 2016, an estimated $491K.
  • McDonald's made up 0.47% of Gupta Wealth Management's portfolio in Q1 2016, its #50 holding.
  • Gupta Wealth Management first reported a position in McDonald's in Q1 2015 and has held it in 5 quarters since.
  • 1,601 funds tracked by Wall St. Rank held McDonald's as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.