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Icon Advisers’s McDonald's MCD Stock Holding History

Icon Advisers’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
-8,100
Closed -$1.35M – 288
2018
Q3 		$1.35M Hold
8,100
– – 0.11% 179
2018
Q2 		$1.27M Hold
8,100
– – 0.1% 185
2018
Q1 		$1.27M Buy
+8,100
New +$1.33M 0.1% 188
2017
Q4 		– Sell
-7,300
Closed -$1.14M – 387
2017
Q3 		$1.14M Sell
7,300
-800
-10% -$125K 0.08% 250
2017
Q2 		$1.24M Sell
8,100
-24,200
-75% -$3.5M 0.09% 253
2017
Q1 		$4.19M Sell
32,300
-4,100
-11% -$514K 0.29% 113
2016
Q4 		$4.43M Hold
36,400
– – 0.3% 116
2016
Q3 		$4.2M Buy
36,400
+15,800
+77% +$1.87M 0.28% 116
2016
Q2 		$2.48M Buy
+20,600
New +$2.58M 0.17% 170

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

Icon Advisers's MCD Position: Q4 2018 in Review

Icon Advisers sold out of McDonald's (MCD) in Q4 2018, closing a stake of 8,100 shares — an estimated $1.35M sold.

Icon Advisers first reported a position in MCD in Q2 2016 and held it in 9 quarters. The position peaked at $4.43M in Q4 2016. 2,003 funds tracked by Wall St. Rank hold MCD as of Q4 2018.

  • Icon Advisers reported no remaining McDonald's position as of Q4 2018 after selling out during the quarter.
  • Icon Advisers sold 8,100 McDonald's shares in Q4 2018, an estimated $1.35M.
  • Icon Advisers first reported a position in McDonald's in Q2 2016 and held it in 9 quarters.
  • Icon Advisers's McDonald's position peaked at $4.43M in Q4 2016.
  • 2,003 funds tracked by Wall St. Rank held McDonald's as of Q4 2018.

Based on Icon Advisers's 13F filing for Q4 2018, filed 4 Feb 2019.