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Independent Portfolio Consultants’s McDonald's MCD Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$216K Buy
1,410
+705
+100% +$102K 0.09% 275
2017
Q1 		$91K Sell
705
-432
-38% -$54.2K 0.03% 464
2016
Q4 		$138K Buy
1,137
+327
+40% +$38.3K 0.05% 383
2016
Q3 		$93K Sell
810
-2,545
-76% -$302K 0.03% 457
2016
Q2 		$404K Sell
3,355
-8,172
-71% -$1.02M 0.13% 245
2016
Q1 		$1.45M Sell
11,527
-6,447
-36% -$770K 0.41% 69
2015
Q4 		$2.12M Sell
17,974
-4,055
-18% -$453K 0.63% 25
2015
Q3 		$2.17M Buy
22,029
+835
+4% +$81.3K 0.47% 61
2015
Q2 		$2.02M Buy
21,194
+1,295
+7% +$125K 0.4% 69
2015
Q1 		$1.94M Sell
19,899
-11,450
-37% -$1.09M 0.4% 79
2014
Q4 		$2.94M Buy
31,349
+15,387
+96% +$1.44M 0.59% 36
2014
Q3 		$1.51M Buy
15,962
+5,570
+54% +$531K 0.41% 53
2014
Q2 		$1.05M Buy
10,392
+1,450
+16% +$146K 0.29% 81
2014
Q1 		$876K Sell
8,942
-810
-8% -$77.5K 0.28% 104
2013
Q4 		$946K Buy
9,752
+1,635
+20% +$157K 0.33% 71
2013
Q3 		$781K Buy
8,117
+630
+8% +$61.5K 0.31% 86
2013
Q2 		$741K Buy
+7,487
New +$750K 0.33% 77

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independent Portfolio Consultants's MCD Position: Q2 2017 in Review

Independent Portfolio Consultants increased its McDonald's (MCD) stake by 100% in Q2 2017, buying an estimated $102K and bringing the position to 1,410 shares worth $216K. The position accounts for 0.09% of the portfolio, ranked #275.

Independent Portfolio Consultants first reported a position in MCD in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.94M in Q4 2014. 1,694 funds tracked by Wall St. Rank hold MCD as of Q2 2017.

  • Independent Portfolio Consultants held 1,410 shares of McDonald's worth $216K as of Q2 2017.
  • Independent Portfolio Consultants bought 705 McDonald's shares in Q2 2017, an estimated $102K.
  • McDonald's made up 0.09% of Independent Portfolio Consultants's portfolio in Q2 2017, its #275 holding.
  • Independent Portfolio Consultants first reported a position in McDonald's in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's McDonald's position peaked at $2.94M in Q4 2014.
  • 1,694 funds tracked by Wall St. Rank held McDonald's as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.