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Investors Trust’s McDonald's MCD Stock Holding History

Investors Trust’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
2015
Q2 		$1.09M Hold
10,886
– – 3.4% 6
2015
Q1 		$1.06M Hold
10,886
– – 3.26% 6
2014
Q4 		$1.02M Sell
10,886
-5,795
-35% -$542K 3.08% 6
2014
Q3 		$1.58M Sell
16,681
-16,478
-50% -$1.57M 2.92% 7
2014
Q2 		$3.34M Sell
33,159
-5,472
-14% -$552K 2.62% 8
2014
Q1 		$3.79M Hold
38,631
– – 3.17% 6
2013
Q4 		$3.71M Sell
38,631
-43,243
-53% -$4.15M 2.89% 4
2013
Q3 		$7.88M Buy
81,874
+9,136
+13% +$892K 1.37% 26
2013
Q2 		$7.2M Buy
+72,738
New +$7.28M 1.22% 35

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Investors Trust's MCD Position: Q2 2015 in Review

Investors Trust held its McDonald's (MCD) position steady in Q2 2015 at 10,886 shares worth $1.09M. The position accounts for 3.4% of the portfolio, ranked #6.

Investors Trust first reported a position in MCD in Q2 2013 and has held it in 9 quarters since. The position peaked at $7.88M in Q3 2013. 1,495 funds tracked by Wall St. Rank hold MCD as of Q2 2015.

  • Investors Trust held 10,886 shares of McDonald's worth $1.09M as of Q2 2015.
  • Investors Trust left its McDonald's share count unchanged in Q2 2015.
  • McDonald's made up 3.4% of Investors Trust's portfolio in Q2 2015, its #6 holding.
  • Investors Trust first reported a position in McDonald's in Q2 2013 and has held it in 9 quarters since.
  • Investors Trust's McDonald's position peaked at $7.88M in Q3 2013.
  • 1,495 funds tracked by Wall St. Rank held McDonald's as of Q2 2015.

Based on Investors Trust's 13F filing for Q2 2015, filed 14 Aug 2015.