HFS
MCD icon

Haverford Financial Services’s McDonald's MCD Stock Holding History

Haverford Financial Services’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
Q4 		– Sell
-1,458
Closed -$244K – 73
2018
Q3 		$244K Buy
1,458
+21
+1% +$3.37K 0.09% 71
2018
Q2 		$225K Sell
1,437
-591
-29% -$95.8K 0.08% 74
2018
Q1 		$317K Sell
2,028
-206
-9% -$33.9K 0.12% 63
2017
Q4 		$385K Buy
2,234
+32
+1% +$5.37K 0.14% 56
2017
Q3 		$345K Hold
2,202
– – 0.13% 51
2017
Q2 		$337K Sell
2,202
-126
-5% -$18.2K 0.14% 44
2017
Q1 		$302K Sell
2,328
-11
-0.5% -$1.38K 0.12% 47
2016
Q4 		$285K Buy
2,339
+1
+0% +$117 0.12% 48
2016
Q3 		$270K Sell
2,338
-30
-1% -$3.56K 0.12% 50
2016
Q2 		$285K Sell
2,368
-28
-1% -$3.51K 0.12% 50
2016
Q1 		$301K Sell
2,396
-1
-0% -$119 0.13% 48
2015
Q4 		$283K Sell
2,397
-72
-3% -$8.05K 0.12% 41
2015
Q3 		$243K Buy
2,469
+3
+0.1% +$292 0.11% 39
2015
Q2 		$234K Sell
2,466
-158
-6% -$15.3K 0.1% 40
2015
Q1 		$256K Sell
2,624
-130
-5% -$12.3K 0.1% 42
2014
Q4 		$258K Sell
2,754
-70,033
-96% -$6.56M 0.11% 38
2014
Q3 		$6.92M Buy
72,787
+983
+1% +$93.8K 3.1% 19
2014
Q2 		$7.22M Sell
71,804
-13,665
-16% -$1.38M 3.17% 15
2014
Q1 		$8.38M Buy
85,469
+1,354
+2% +$129K 3.83% 6
2013
Q4 		$8.16M Buy
84,115
+4,573
+6% +$439K 3.84% 9
2013
Q3 		$7.65M Buy
79,542
+2,099
+3% +$205K 4.22% 6
2013
Q2 		$7.67M Buy
+77,443
New +$7.76M 4.32% 4

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Haverford Financial Services's MCD Position: Q4 2018 in Review

Haverford Financial Services sold out of McDonald's (MCD) in Q4 2018, closing a stake of 1,458 shares — an estimated $244K sold.

Haverford Financial Services first reported a position in MCD in Q2 2013 and held it in 22 quarters. The position peaked at $8.38M in Q1 2014. 2,004 funds tracked by Wall St. Rank hold MCD as of Q4 2018.

  • Haverford Financial Services reported no remaining McDonald's position as of Q4 2018 after selling out during the quarter.
  • Haverford Financial Services sold 1,458 McDonald's shares in Q4 2018, an estimated $244K.
  • Haverford Financial Services first reported a position in McDonald's in Q2 2013 and held it in 22 quarters.
  • Haverford Financial Services's McDonald's position peaked at $8.38M in Q1 2014.
  • 2,004 funds tracked by Wall St. Rank held McDonald's as of Q4 2018.

Based on Haverford Financial Services's 13F filing for Q4 2018, filed 12 Feb 2019.