Kernodle & Katon Asset Management Group’s McDonald's MCD Stock Holding History

Kernodle & Katon Asset Management Group’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
2017 Q1	$319K	Buy	2,461 +429	+21%	+$53.8K	0.19%	74
2016 Q4	$247K	Buy	2,032 +1,006	+98%	+$118K	0.15%	77
2016 Q3	$118K	Sell	1,026 -491	-32%	-$58.2K	0.07%	122
2016 Q2	$183K	Buy	1,517 +141	+10%	+$17.7K	0.17%	53
2016 Q1	$173K	Hold	1,376	–	–	0.16%	51
2015 Q4	$163K	Buy	+1,376	New	+$154K	0.16%	33

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Kernodle & Katon Asset Management Group's MCD Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group increased its McDonald's (MCD) stake by 21% in Q1 2017, buying an estimated $53.8K and bringing the position to 2,461 shares worth $319K. The position accounts for 0.19% of the portfolio, ranked #74.

Kernodle & Katon Asset Management Group first reported a position in MCD in Q4 2015 and has held it in 6 quarters since. 1,650 funds tracked by Wall St. Rank hold MCD as of Q1 2017.

Kernodle & Katon Asset Management Group held 2,461 shares of McDonald's worth $319K as of Q1 2017.
Kernodle & Katon Asset Management Group bought 429 McDonald's shares in Q1 2017, an estimated $53.8K.
McDonald's made up 0.19% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #74 holding.
Kernodle & Katon Asset Management Group first reported a position in McDonald's in Q4 2015 and has held it in 6 quarters since.
1,650 funds tracked by Wall St. Rank held McDonald's as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.