Kemper’s McDonald's MCD Stock Holding History

Kemper’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	-13,000	Closed	-$1.27M	–	41
2015 Q1	$1.27M	Hold	13,000	–	–	0.4%	38
2014 Q4	$1.22M	Sell	13,000 -40,000	-75%	-$3.74M	0.37%	41
2014 Q3	$5.03M	Hold	53,000	–	–	1.59%	18
2014 Q2	$5.34M	Hold	53,000	–	–	1.65%	17
2014 Q1	$5.2M	Hold	53,000	–	–	1.56%	17
2013 Q4	$5.14M	Hold	53,000	–	–	1.69%	16
2013 Q3	$5.1M	Hold	53,000	–	–	1.69%	15
2013 Q2	$5.25M	Buy	+53,000	New	+$5.31M	1.76%	12

Other funds holding MCD

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kemper's MCD Position: Q2 2015 in Review

Kemper sold out of McDonald's (MCD) in Q2 2015, closing a stake of 13,000 shares — an estimated $1.27M sold.

Kemper first reported a position in MCD in Q2 2013 and held it in 8 quarters. The position peaked at $5.34M in Q2 2014. 1,496 funds tracked by Wall St. Rank hold MCD as of Q2 2015.

Kemper reported no remaining McDonald's position as of Q2 2015 after selling out during the quarter.
Kemper sold 13,000 McDonald's shares in Q2 2015, an estimated $1.27M.
Kemper first reported a position in McDonald's in Q2 2013 and held it in 8 quarters.
Kemper's McDonald's position peaked at $5.34M in Q2 2014.
1,496 funds tracked by Wall St. Rank held McDonald's as of Q2 2015.

Based on Kemper's 13F filing for Q2 2015, filed 7 Aug 2015.