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Ladenburg Thalmann Financial Services’s McDonald's MCD Stock Holding History

Ladenburg Thalmann 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
2019
Q4 		$38.2M Buy
203,731
+4,035
+2% +$800K 0.24% 96
2019
Q3 		$42.9M Buy
199,696
+7,110
+4% +$1.52M 0.3% 72
2019
Q2 		$39.9M Buy
192,586
+4,495
+2% +$890K 0.29% 71
2019
Q1 		$35.7M Buy
188,091
+8,592
+5% +$1.56M 0.27% 77
2018
Q4 		$31.9M Buy
179,499
+32,671
+22% +$5.79M 0.29% 80
2018
Q3 		$24.6M Buy
146,828
+2,188
+2% +$351K 0.21% 114
2018
Q2 		$22.6M Hold
144,640
– – 0.21% 110
2018
Q1 		$22.6M Sell
144,640
-7,652
-5% -$1.26M 0.21% 110
2017
Q4 		$26.2M Buy
152,292
+3,122
+2% +$524K 0.25% 90
2017
Q3 		$23.4M Buy
149,170
+3,929
+3% +$616K 0.25% 93
2017
Q2 		$22.2M Sell
145,241
-3,875
-3% -$560K 0.26% 85
2017
Q1 		$19.3M Buy
149,116
+1,187
+0.8% +$149K 0.25% 90
2016
Q4 		$18M Buy
147,929
+5,952
+4% +$698K 0.25% 88
2016
Q3 		$16.4M Buy
141,977
+3,764
+3% +$446K 0.25% 92
2016
Q2 		$16.6M Buy
138,213
+7,760
+6% +$972K 0.27% 87
2016
Q1 		$16.4M Buy
130,453
+1,972
+2% +$236K 0.29% 79
2015
Q4 		$15.2M Sell
128,481
-35,350
-22% -$3.95M 0.28% 83
2015
Q3 		$16.1M Sell
163,831
-16,015
-9% -$1.56M 0.33% 72
2015
Q2 		$17.1M Sell
179,846
-850
-0.5% -$82.2K 0.32% 73
2015
Q1 		$17.6M Buy
180,696
+14,674
+9% +$1.39M 0.34% 66
2014
Q4 		$15.6M Buy
166,022
+60,449
+57% +$5.66M 0.34% 62
2014
Q3 		$10M Buy
105,573
+5,278
+5% +$503K 0.27% 84
2014
Q2 		$10.1M Buy
100,295
+6,584
+7% +$665K 0.28% 84
2014
Q1 		$9.19M Sell
93,711
-6,199
-6% -$593K 0.27% 79
2013
Q4 		$9.69M Buy
99,910
+3,902
+4% +$375K 0.3% 76
2013
Q3 		$9.23M Buy
96,008
+4,586
+5% +$448K 0.31% 75
2013
Q2 		$9.04M Buy
+91,422
New +$9.16M 0.32% 70

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ladenburg Thalmann Financial Services's MCD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its McDonald's (MCD) stake by 2% in Q4 2019, buying an estimated $800K and bringing the position to 203,731 shares worth $38.2M. The position accounts for 0.24% of the portfolio, ranked #96.

Ladenburg Thalmann Financial Services first reported a position in MCD in Q2 2013 and has held it in 27 quarters since. The position peaked at $42.9M in Q3 2019. 2,258 funds tracked by Wall St. Rank hold MCD as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 203,731 shares of McDonald's worth $38.2M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 4,035 McDonald's shares in Q4 2019, an estimated $800K.
  • McDonald's made up 0.24% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #96 holding.
  • Ladenburg Thalmann Financial Services first reported a position in McDonald's in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's McDonald's position peaked at $42.9M in Q3 2019.
  • 2,258 funds tracked by Wall St. Rank held McDonald's as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.