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Kelman-Lazarov Inc’s McDonald's MCD Stock Holding History

Kelman-Lazarov Inc’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 		– Sell
-400
Closed -$45.4K – 338
2016
Q3 		$45.4K Hold
400
– – 0.03% 188
2016
Q2 		$48.2K Hold
400
– – 0.03% 175
2016
Q1 		$51K Buy
+400
New +$47.8K 0.03% 182

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

Kelman-Lazarov Inc's MCD Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of McDonald's (MCD) in Q4 2016, closing a stake of 400 shares — an estimated $45.4K sold.

Kelman-Lazarov Inc first reported a position in MCD in Q1 2016 and held it in 3 quarters. The position peaked at $51K in Q1 2016. 1,617 funds tracked by Wall St. Rank hold MCD as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining McDonald's position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 400 McDonald's shares in Q4 2016, an estimated $45.4K.
  • Kelman-Lazarov Inc first reported a position in McDonald's in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's McDonald's position peaked at $51K in Q1 2016.
  • 1,617 funds tracked by Wall St. Rank held McDonald's as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.