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Insight Capital Research & Management’s McDonald's MCD Stock Holding History

Insight Capital Research & Management’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
2014
Q1 		– Sell
-11,484
Closed -$1.11M – 141
2013
Q4 		$1.11M Buy
11,484
+44
+0.4% +$4.23K 0.25% 100
2013
Q3 		$1.1M Buy
11,440
+450
+4% +$43.9K 0.27% 95
2013
Q2 		$1.09M Buy
+10,990
New +$1.1M 0.28% 107

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Insight Capital Research & Management's MCD Position: Q1 2014 in Review

Insight Capital Research & Management sold out of McDonald's (MCD) in Q1 2014, closing a stake of 11,484 shares — an estimated $1.11M sold.

Insight Capital Research & Management first reported a position in MCD in Q2 2013 and held it in 3 quarters. The position peaked at $1.11M in Q4 2013. 1,480 funds tracked by Wall St. Rank hold MCD as of Q1 2014.

  • Insight Capital Research & Management reported no remaining McDonald's position as of Q1 2014 after selling out during the quarter.
  • Insight Capital Research & Management sold 11,484 McDonald's shares in Q1 2014, an estimated $1.11M.
  • Insight Capital Research & Management first reported a position in McDonald's in Q2 2013 and held it in 3 quarters.
  • Insight Capital Research & Management's McDonald's position peaked at $1.11M in Q4 2013.
  • 1,480 funds tracked by Wall St. Rank held McDonald's as of Q1 2014.

Based on Insight Capital Research & Management's 13F filing for Q1 2014, filed 8 May 2014.