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King Investment Advisors’s McDonald's MCD Stock Holding History

King Investment Advisors’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
-3,805
Closed -$370K – 83
2015
Q1 		$370K Buy
3,805
+25
+0.7% +$2.37K 0.18% 82
2014
Q4 		$355K Hold
3,780
– – 0.16% 88
2014
Q3 		$358K Hold
3,780
– – 0.16% 85
2014
Q2 		$381K Hold
3,780
– – 0.16% 86
2014
Q1 		$371K Hold
3,780
– – 0.17% 82
2013
Q4 		$367K Buy
3,780
+165
+5% +$15.9K 0.17% 90
2013
Q3 		$348K Hold
3,615
– – 0.15% 104
2013
Q2 		$358K Buy
+3,615
New +$362K 0.15% 92

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

King Investment Advisors's MCD Position: Q2 2015 in Review

King Investment Advisors sold out of McDonald's (MCD) in Q2 2015, closing a stake of 3,805 shares — an estimated $370K sold.

King Investment Advisors first reported a position in MCD in Q2 2013 and held it in 8 quarters. The position peaked at $381K in Q2 2014. 1,496 funds tracked by Wall St. Rank hold MCD as of Q2 2015.

  • King Investment Advisors reported no remaining McDonald's position as of Q2 2015 after selling out during the quarter.
  • King Investment Advisors sold 3,805 McDonald's shares in Q2 2015, an estimated $370K.
  • King Investment Advisors first reported a position in McDonald's in Q2 2013 and held it in 8 quarters.
  • King Investment Advisors's McDonald's position peaked at $381K in Q2 2014.
  • 1,496 funds tracked by Wall St. Rank held McDonald's as of Q2 2015.

Based on King Investment Advisors's 13F filing for Q2 2015, filed 2 Nov 2015.