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Jacobus Wealth Management’s McDonald's MCD Stock Holding History

Jacobus Wealth 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
2017
Q3 		$532K Hold
3,395
– – 0.14% 102
2017
Q2 		$520K Buy
3,395
+2,620
+338% +$379K 0.14% 104
2017
Q1 		$100K Sell
775
-695
-47% -$87.2K 0.03% 204
2016
Q4 		$179K Sell
1,470
-2,300
-61% -$270K 0.05% 163
2016
Q3 		$435K Buy
3,770
+775
+26% +$91.8K 0.13% 117
2016
Q2 		$360K Sell
2,995
-2,438
-45% -$305K 0.11% 129
2016
Q1 		$683K Sell
5,433
-155
-3% -$18.5K 0.2% 93
2015
Q4 		$660K Hold
5,588
– – 0.19% 100
2015
Q3 		$551K Hold
5,588
– – 0.16% 107
2015
Q2 		$531K Buy
5,588
+639
+13% +$61.8K 0.13% 125
2015
Q1 		$482K Buy
4,949
+500
+11% +$47.4K 0.12% 125
2014
Q4 		$417K Sell
4,449
-584
-12% -$54.7K 0.11% 136
2014
Q3 		$477K Sell
5,033
-1,098
-18% -$105K 0.13% 130
2014
Q2 		$618K Sell
6,131
-1,045
-15% -$105K 0.16% 118
2014
Q1 		$703K Buy
7,176
+238
+3% +$22.8K 0.17% 103
2013
Q4 		$673K Buy
6,938
+4,294
+162% +$413K 0.2% 98
2013
Q3 		$254K Sell
2,644
-767
-22% -$74.9K 0.09% 155
2013
Q2 		$338K Buy
+3,411
New +$342K 0.12% 123

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Jacobus Wealth Management's MCD Position: Q3 2017 in Review

Jacobus Wealth Management held its McDonald's (MCD) position steady in Q3 2017 at 3,395 shares worth $532K. The position accounts for 0.14% of the portfolio, ranked #102.

Jacobus Wealth Management first reported a position in MCD in Q2 2013 and has held it in 18 quarters since. The position peaked at $703K in Q1 2014. 1,718 funds tracked by Wall St. Rank hold MCD as of Q3 2017.

  • Jacobus Wealth Management held 3,395 shares of McDonald's worth $532K as of Q3 2017.
  • Jacobus Wealth Management left its McDonald's share count unchanged in Q3 2017.
  • McDonald's made up 0.14% of Jacobus Wealth Management's portfolio in Q3 2017, its #102 holding.
  • Jacobus Wealth Management first reported a position in McDonald's in Q2 2013 and has held it in 18 quarters since.
  • Jacobus Wealth Management's McDonald's position peaked at $703K in Q1 2014.
  • 1,718 funds tracked by Wall St. Rank held McDonald's as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.