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Jana Partners’s McDonald's MCD Stock Holding History

Jana Partners’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 		– Sell
-125,000
Closed -$12.2M – 52
2015
Q1 		$12.2M Buy
+125,000
New +$11.9M 0.07% 39
2014
Q4 		– Sell
-842,268
Closed -$79.9M – 39
2014
Q3 		$79.9M Buy
+842,268
New +$80.3M 0.41% 39

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

Jana Partners's MCD Position: Q2 2015 in Review

Jana Partners sold out of McDonald's (MCD) in Q2 2015, closing a stake of 125,000 shares — an estimated $12.2M sold.

Jana Partners first reported a position in MCD in Q3 2014 and held it in 2 quarters. The position peaked at $79.9M in Q3 2014. 1,495 funds tracked by Wall St. Rank hold MCD as of Q2 2015.

  • Jana Partners reported no remaining McDonald's position as of Q2 2015 after selling out during the quarter.
  • Jana Partners sold 125,000 McDonald's shares in Q2 2015, an estimated $12.2M.
  • Jana Partners first reported a position in McDonald's in Q3 2014 and held it in 2 quarters.
  • Jana Partners's McDonald's position peaked at $79.9M in Q3 2014.
  • 1,495 funds tracked by Wall St. Rank held McDonald's as of Q2 2015.

Based on Jana Partners's 13F filing for Q2 2015, filed 14 Aug 2015.