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IKOS CIF’s McDonald's MCD Stock Holding History

IKOS CIF’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
Q3 		$35K Sell
300
-7,084
-96% -$839K 0.21% 86
2016
Q2 		$875K Buy
+7,384
New +$925K 3.02% 5
2014
Q1 		– Sell
-397
Closed -$38K – 270
2013
Q4 		$38K Buy
+397
New +$38.1K 0.1% 180
2013
Q3 		– Sell
-10,712
Closed -$1.06M – 236
2013
Q2 		$1.06M Buy
+10,712
New +$1.07M 1.98% 1

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

IKOS CIF's MCD Position: Q3 2016 in Review

IKOS CIF reduced its McDonald's (MCD) stake by 96% in Q3 2016, selling an estimated $839K and leaving 300 shares worth $35K. The position accounts for 0.21% of the portfolio, ranked #86.

IKOS CIF first reported a position in MCD in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.06M in Q2 2013. 1,529 funds tracked by Wall St. Rank hold MCD as of Q3 2016.

  • IKOS CIF held 300 shares of McDonald's worth $35K as of Q3 2016.
  • IKOS CIF sold 7,084 McDonald's shares in Q3 2016, an estimated $839K.
  • McDonald's made up 0.21% of IKOS CIF's portfolio in Q3 2016, its #86 holding.
  • IKOS CIF first reported a position in McDonald's in Q2 2013 and has held it in 4 quarters since.
  • IKOS CIF's McDonald's position peaked at $1.06M in Q2 2013.
  • 1,529 funds tracked by Wall St. Rank held McDonald's as of Q3 2016.

Based on IKOS CIF's 13F filing for Q3 2016, filed 10 Nov 2016.