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Kanaly Trust’s McDonald's MCD Stock Holding History

Kanaly 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
2016
Q4 		$3.04M Buy
25,012
+5,754
+30% +$675K 0.65% 16
2016
Q3 		$2.22M Buy
19,258
+617
+3% +$73.1K 0.47% 29
2016
Q2 		$2.24M Buy
18,641
+357
+2% +$44.7K 0.45% 32
2016
Q1 		$2.3M Sell
18,284
-3,657
-17% -$437K 0.47% 25
2015
Q4 		$2.59M Sell
21,941
-932
-4% -$104K 0.53% 17
2015
Q3 		$2.25M Buy
22,873
+451
+2% +$43.9K 0.5% 24
2015
Q2 		$2.13M Sell
22,422
-717
-3% -$69.4K 0.42% 27
2015
Q1 		$2.25M Sell
23,139
-150
-0.6% -$14.2K 0.44% 27
2014
Q4 		$2.18M Buy
23,289
+716
+3% +$67K 0.44% 29
2014
Q3 		$2.14M Buy
22,573
+2,356
+12% +$225K 0.42% 31
2014
Q2 		$2.04M Buy
20,217
+6,315
+45% +$638K 0.37% 35
2014
Q1 		$1.36M Buy
13,902
+52
+0.4% +$4.97K 0.27% 50
2013
Q4 		$1.34M Buy
+13,850
New +$1.33M 0.27% 51

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kanaly Trust's MCD Position: Q4 2016 in Review

Kanaly Trust increased its McDonald's (MCD) stake by 30% in Q4 2016, buying an estimated $675K and bringing the position to 25,012 shares worth $3.04M. The position accounts for 0.65% of the portfolio, ranked #16.

Kanaly Trust first reported a position in MCD in Q4 2013 and has held it in 13 quarters since. 1,617 funds tracked by Wall St. Rank hold MCD as of Q4 2016.

  • Kanaly Trust held 25,012 shares of McDonald's worth $3.04M as of Q4 2016.
  • Kanaly Trust bought 5,754 McDonald's shares in Q4 2016, an estimated $675K.
  • McDonald's made up 0.65% of Kanaly Trust's portfolio in Q4 2016, its #16 holding.
  • Kanaly Trust first reported a position in McDonald's in Q4 2013 and has held it in 13 quarters since.
  • 1,617 funds tracked by Wall St. Rank held McDonald's as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.