Kovitz Investment Group’s McDonald's MCD Stock Holding History

Kovitz Investment 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
2015 Q4	$3.71M	Sell	31,410 -728	-2%	-$81.4K	0.23%	45
2015 Q3	$3.17M	Sell	32,138 -969	-3%	-$94.4K	0.18%	46
2015 Q2	$3.15M	Sell	33,107 -395	-1%	-$38.2K	0.17%	52
2015 Q1	$3.26M	Sell	33,502 -1,049	-3%	-$99.5K	0.18%	48
2014 Q4	$3.24M	Sell	34,551 -650	-2%	-$60.8K	0.16%	49
2014 Q3	$3.34M	Hold	35,201	–	–	0.17%	43
2014 Q2	$3.55M	Sell	35,201 -2,028	-5%	-$205K	0.18%	47
2014 Q1	$3.71M	Sell	37,229 -1,739	-4%	-$166K	0.19%	52
2013 Q4	$3.78M	Buy	38,968 +808	+2%	+$77.6K	0.17%	44
2013 Q3	$3.67M	Sell	38,160 -1,735	-4%	-$169K	0.18%	46
2013 Q2	$3.95M	Buy	+39,895	New	+$4M	0.2%	42

Other funds holding MCD

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kovitz Investment Group's MCD Position: Q4 2015 in Review

Kovitz Investment Group reduced its McDonald's (MCD) stake by 2.3% in Q4 2015, selling an estimated $81.4K and leaving 31,410 shares worth $3.71M. The position accounts for 0.23% of the portfolio, ranked #45.

Kovitz Investment Group first reported a position in MCD in Q2 2013 and has held it in 11 quarters since. The position peaked at $3.95M in Q2 2013. 1,592 funds tracked by Wall St. Rank hold MCD as of Q4 2015.

Kovitz Investment Group held 31,410 shares of McDonald's worth $3.71M as of Q4 2015.
Kovitz Investment Group sold 728 McDonald's shares in Q4 2015, an estimated $81.4K.
McDonald's made up 0.23% of Kovitz Investment Group's portfolio in Q4 2015, its #45 holding.
Kovitz Investment Group first reported a position in McDonald's in Q2 2013 and has held it in 11 quarters since.
Kovitz Investment Group's McDonald's position peaked at $3.95M in Q2 2013.
1,592 funds tracked by Wall St. Rank held McDonald's as of Q4 2015.

Based on Kovitz Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.