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KMS Financial Services’s McDonald's MCD Stock Holding History

KMS Financial Services’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
2014
Q3 		$6.4M Buy
67,494
+1,386
+2% +$132K 0.9% 15
2014
Q2 		$6.66M Buy
66,108
+4,700
+8% +$474K 0.95% 16
2014
Q1 		$6.02M Buy
61,408
+5,190
+9% +$496K 0.95% 16
2013
Q4 		$5.46M Buy
56,218
+37,436
+199% +$3.6M 0.92% 18
2013
Q3 		$1.81M Buy
18,782
+2,549
+16% +$249K 0.44% 48
2013
Q2 		$1.61M Buy
+16,233
New +$1.63M 0.45% 46

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

KMS Financial Services's MCD Position: Q3 2014 in Review

KMS Financial Services increased its McDonald's (MCD) stake by 2.1% in Q3 2014, buying an estimated $132K and bringing the position to 67,494 shares worth $6.4M. The position accounts for 0.9% of the portfolio, ranked #15.

KMS Financial Services first reported a position in MCD in Q2 2013 and has held it in 6 quarters since. The position peaked at $6.66M in Q2 2014. 1,480 funds tracked by Wall St. Rank hold MCD as of Q3 2014.

  • KMS Financial Services held 67,494 shares of McDonald's worth $6.4M as of Q3 2014.
  • KMS Financial Services bought 1,386 McDonald's shares in Q3 2014, an estimated $132K.
  • McDonald's made up 0.9% of KMS Financial Services's portfolio in Q3 2014, its #15 holding.
  • KMS Financial Services first reported a position in McDonald's in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's McDonald's position peaked at $6.66M in Q2 2014.
  • 1,480 funds tracked by Wall St. Rank held McDonald's as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.