KIG
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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
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
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return