Kaizen Advisory’s McDonald's MCD Stock Holding History

Kaizen Advisory’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
2018 Q4	$384K	Buy	2,161 +219	+11%	+$38.8K	0.27%	128
2018 Q3	$325K	Hold	1,942	–	–	0.17%	135
2018 Q2	$304K	Buy	1,942 +1,166	+150%	+$189K	0.15%	133
2018 Q1	$121K	Hold	776	–	–	0.12%	120
2017 Q4	$134K	Buy	+776	New	+$130K	0.08%	133

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Advisory's MCD Position: Q4 2018 in Review

Kaizen Advisory increased its McDonald's (MCD) stake by 11% in Q4 2018, buying an estimated $38.8K and bringing the position to 2,161 shares worth $384K. The position accounts for 0.27% of the portfolio, ranked #128.

Kaizen Advisory first reported a position in MCD in Q4 2017 and has held it in 5 quarters since. 2,003 funds tracked by Wall St. Rank hold MCD as of Q4 2018.

Kaizen Advisory held 2,161 shares of McDonald's worth $384K as of Q4 2018.
Kaizen Advisory bought 219 McDonald's shares in Q4 2018, an estimated $38.8K.
McDonald's made up 0.27% of Kaizen Advisory's portfolio in Q4 2018, its #128 holding.
Kaizen Advisory first reported a position in McDonald's in Q4 2017 and has held it in 5 quarters since.
2,003 funds tracked by Wall St. Rank held McDonald's as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.