HDE
MCD icon

Hutner Daniel Ellsworth’s McDonald's MCD Stock Holding History

Hutner Daniel Ellsworth’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
Q2 		$5.67M Buy
47,141
+775
+2% +$97.1K 4.83% 8
2016
Q1 		$5.83M Sell
46,366
-24
-0.1% -$2.87K 5.18% 7
2015
Q4 		$5.48M Buy
+46,390
New +$5.19M 5.11% 7

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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hutner Daniel Ellsworth's MCD Position: Q2 2016 in Review

Hutner Daniel Ellsworth increased its McDonald's (MCD) stake by 1.7% in Q2 2016, buying an estimated $97.1K and bringing the position to 47,141 shares worth $5.67M. The position accounts for 4.83% of the portfolio, ranked #8.

Hutner Daniel Ellsworth first reported a position in MCD in Q4 2015 and has held it in 3 quarters since. The position peaked at $5.83M in Q1 2016. 1,580 funds tracked by Wall St. Rank hold MCD as of Q2 2016.

  • Hutner Daniel Ellsworth held 47,141 shares of McDonald's worth $5.67M as of Q2 2016.
  • Hutner Daniel Ellsworth bought 775 McDonald's shares in Q2 2016, an estimated $97.1K.
  • McDonald's made up 4.83% of Hutner Daniel Ellsworth's portfolio in Q2 2016, its #8 holding.
  • Hutner Daniel Ellsworth first reported a position in McDonald's in Q4 2015 and has held it in 3 quarters since.
  • Hutner Daniel Ellsworth's McDonald's position peaked at $5.83M in Q1 2016.
  • 1,580 funds tracked by Wall St. Rank held McDonald's as of Q2 2016.

Based on Hutner Daniel Ellsworth's 13F filing for Q2 2016, filed 11 Aug 2016.