Horizon Kinetics’s McDonald's MCD Stock Holding History

Horizon Kinetics’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	$810K	Buy	4,562 +105	+2%	+$18.6K	0.03%	186
2018 Q3	$746K	Hold	4,457	–	–	0.02%	220
2018 Q2	$698K	Hold	4,457	–	–	0.02%	226
2018 Q1	$697K	Hold	4,457	–	–	0.02%	227
2017 Q4	$767K	Hold	4,457	–	–	0.02%	215
2017 Q3	$698K	Hold	4,457	–	–	0.02%	232
2017 Q2	$683K	Hold	4,457	–	–	0.02%	242
2017 Q1	$578K	Buy	4,457 +700	+19%	+$87.8K	0.02%	267
2016 Q4	$457K	Hold	3,757	–	–	0.01%	290
2016 Q3	$433K	Sell	3,757 -165	-4%	-$19.6K	0.01%	326
2016 Q2	$472K	Hold	3,922	–	–	0.01%	317
2016 Q1	$493K	Sell	3,922 -204	-5%	-$24.4K	0.01%	402
2015 Q4	$487K	Sell	4,126 -1,500	-27%	-$168K	0.01%	399
2015 Q3	$554K	Sell	5,626 -787	-12%	-$76.7K	0.01%	378
2015 Q2	$610K	Hold	6,413	–	–	0.01%	382
2015 Q1	$625K	Sell	6,413 -1,000	-13%	-$94.9K	0.01%	386
2014 Q4	$695K	Hold	7,413	–	–	0.01%	389
2014 Q3	$703K	Buy	7,413 +400	+6%	+$38.2K	0.01%	374
2014 Q2	$706K	Hold	7,013	–	–	0.01%	388
2014 Q1	$687K	Sell	7,013 -941	-12%	-$90K	0.01%	396
2013 Q4	$772K	Sell	7,954 -2,000	-20%	-$192K	0.01%	276
2013 Q3	$958K	Buy	9,954 +7,113	+250%	+$694K	0.01%	244
2013 Q2	$281K	Buy	+2,841	New	+$285K	﹤0.01%	375

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Horizon Kinetics's MCD Position: Q4 2018 in Review

Horizon Kinetics increased its McDonald's (MCD) stake by 2.4% in Q4 2018, buying an estimated $18.6K and bringing the position to 4,562 shares worth $810K. The position accounts for 0.03% of the portfolio, ranked #186.

Horizon Kinetics first reported a position in MCD in Q2 2013 and has held it in 23 quarters since. The position peaked at $958K in Q3 2013. 2,004 funds tracked by Wall St. Rank hold MCD as of Q4 2018.

Horizon Kinetics held 4,562 shares of McDonald's worth $810K as of Q4 2018.
Horizon Kinetics bought 105 McDonald's shares in Q4 2018, an estimated $18.6K.
McDonald's made up 0.03% of Horizon Kinetics's portfolio in Q4 2018, its #186 holding.
Horizon Kinetics first reported a position in McDonald's in Q2 2013 and has held it in 23 quarters since.
Horizon Kinetics's McDonald's position peaked at $958K in Q3 2013.
2,004 funds tracked by Wall St. Rank held McDonald's as of Q4 2018.

Based on Horizon Kinetics's 13F filing for Q4 2018, filed 14 Feb 2019.