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IberiaBank’s McDonald's MCD Stock Holding History

IberiaBank’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
2020
Q2 		$5M Sell
27,100
-548
-2% -$100K 0.59% 61
2020
Q1 		$4.57M Buy
27,648
+6,117
+28% +$1.21M 0.6% 55
2019
Q4 		$4.25M Sell
21,531
-4,229
-16% -$839K 0.45% 70
2019
Q3 		$5.53M Buy
25,760
+11,457
+80% +$2.46M 0.64% 55
2019
Q2 		$2.97M Buy
14,303
+398
+3% +$78.8K 0.33% 81
2019
Q1 		$2.64M Buy
13,905
+12,643
+1,002% +$2.29M 0.31% 82
2018
Q4 		$224K Sell
1,262
-218
-15% -$38.7K 0.03% 226
2018
Q3 		$248K Buy
1,480
+18
+1% +$2.88K 0.03% 247
2018
Q2 		$229K Sell
1,462
-88
-6% -$14.3K 0.04% 200
2018
Q1 		$242K Sell
1,550
-2,092
-57% -$344K 0.05% 195
2017
Q4 		$630K Sell
3,642
-140
-4% -$23.5K 0.1% 161
2017
Q3 		$613K Buy
3,782
+2,232
+144% +$350K 0.1% 156
2017
Q2 		$237K Buy
+1,550
New +$224K 0.07% 156
2016
Q1 		– Sell
-2,509
Closed -$296K – 167
2015
Q4 		$296K Sell
2,509
-319
-11% -$35.7K 0.13% 122
2015
Q3 		$279K Buy
2,828
+81
+3% +$7.89K 0.14% 120
2015
Q2 		$261K Sell
2,747
-901
-25% -$87.1K 0.12% 145
2015
Q1 		$355K Sell
3,648
-15,327
-81% -$1.45M 0.16% 115
2014
Q4 		$1.78M Sell
18,975
-1,469
-7% -$138K 0.97% 43
2014
Q3 		$1.94M Buy
20,444
+1,118
+6% +$107K 1.09% 36
2014
Q2 		$1.95M Buy
19,326
+605
+3% +$61.1K 1.09% 33
2014
Q1 		$1.83M Buy
18,721
+958
+5% +$91.6K 1.13% 34
2013
Q4 		$1.72M Sell
17,763
-3,717
-17% -$357K 1.13% 35
2013
Q3 		$2.07M Buy
21,480
+1,489
+7% +$145K 1.36% 25
2013
Q2 		$1.98M Buy
+19,991
New +$2M 1.49% 18

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IberiaBank's MCD Position: Q2 2020 in Review

IberiaBank reduced its McDonald's (MCD) stake by 2% in Q2 2020, selling an estimated $100K and leaving 27,100 shares worth $5M. The position accounts for 0.59% of the portfolio, ranked #61.

IberiaBank first reported a position in MCD in Q2 2013 and has held it in 24 quarters since. The position peaked at $5.53M in Q3 2019. 2,214 funds tracked by Wall St. Rank hold MCD as of Q2 2020.

  • IberiaBank held 27,100 shares of McDonald's worth $5M as of Q2 2020.
  • IberiaBank sold 548 McDonald's shares in Q2 2020, an estimated $100K.
  • McDonald's made up 0.59% of IberiaBank's portfolio in Q2 2020, its #61 holding.
  • IberiaBank first reported a position in McDonald's in Q2 2013 and has held it in 24 quarters since.
  • IberiaBank's McDonald's position peaked at $5.53M in Q3 2019.
  • 2,214 funds tracked by Wall St. Rank held McDonald's as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.