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

HL 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
2019
Q1 		$21.4M Buy
112,757
+10,972
+11% +$1.99M 0.33% 50
2018
Q4 		$18.1M Buy
101,785
+2,542
+3% +$451K 0.32% 52
2018
Q3 		$16.6M Buy
99,243
+3,620
+4% +$580K 0.26% 60
2018
Q2 		$15M Buy
95,623
+767
+0.8% +$124K 0.26% 58
2018
Q1 		$14.8M Sell
94,856
-723
-0.8% -$119K 0.26% 53
2017
Q4 		$16.5M Buy
95,579
+815
+0.9% +$137K 0.32% 46
2017
Q3 		$14.8M Sell
94,764
-1,052
-1% -$165K 0.29% 52
2017
Q2 		$14.7M Buy
95,816
+1,609
+2% +$233K 0.29% 49
2017
Q1 		$12.2M Sell
94,207
-10,219
-10% -$1.28M 0.25% 55
2016
Q4 		$12.7M Buy
104,426
+27,628
+36% +$3.24M 0.27% 53
2016
Q3 		$8.86M Sell
76,798
-16,937
-18% -$2.01M 0.21% 69
2016
Q2 		$11.3M Buy
93,735
+160
+0.2% +$20K 0.27% 60
2016
Q1 		$11.8M Sell
93,575
-25,876
-22% -$3.09M 0.29% 58
2015
Q4 		$14.1M Buy
119,451
+4,139
+4% +$463K 0.36% 49
2015
Q3 		$11.4M Sell
115,312
-4,389
-4% -$428K 0.32% 52
2015
Q2 		$11.4M Sell
119,701
-8,077
-6% -$781K 0.3% 54
2015
Q1 		$12.5M Buy
127,778
+642
+0.5% +$60.9K 0.34% 53
2014
Q4 		$11.9M Sell
127,136
-6,081
-5% -$569K 0.33% 53
2014
Q3 		$12.6M Buy
133,217
+1,363
+1% +$130K 0.37% 51
2014
Q2 		$13.3M Sell
131,854
-7,286
-5% -$736K 0.39% 50
2014
Q1 		$13.6M Sell
139,140
-659
-0.5% -$63K 0.41% 50
2013
Q4 		$13.6M Buy
139,799
+46,532
+50% +$4.47M 0.41% 50
2013
Q3 		$8.97M Buy
93,267
+9,935
+12% +$970K 0.31% 60
2013
Q2 		$8.25M Buy
+83,332
New +$8.35M 0.3% 60

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HL Financial Services's MCD Position: Q1 2019 in Review

HL Financial Services increased its McDonald's (MCD) stake by 11% in Q1 2019, buying an estimated $1.99M and bringing the position to 112,757 shares worth $21.4M. The position accounts for 0.33% of the portfolio, ranked #50.

HL Financial Services first reported a position in MCD in Q2 2013 and has held it in 24 quarters since. 2,048 funds tracked by Wall St. Rank hold MCD as of Q1 2019.

  • HL Financial Services held 112,757 shares of McDonald's worth $21.4M as of Q1 2019.
  • HL Financial Services bought 10,972 McDonald's shares in Q1 2019, an estimated $1.99M.
  • McDonald's made up 0.33% of HL Financial Services's portfolio in Q1 2019, its #50 holding.
  • HL Financial Services first reported a position in McDonald's in Q2 2013 and has held it in 24 quarters since.
  • 2,048 funds tracked by Wall St. Rank held McDonald's as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.