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Lau Associates’s McDonald's MCD Stock Holding History

Lau Associates’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
Q3 		– Sell
-1,824
Closed -$379K – 101
2019
Q2 		$379K Sell
1,824
-132
-7% -$26.1K 0.18% 72
2019
Q1 		$371K Hold
1,956
– – 0.19% 69
2018
Q4 		$347K Sell
1,956
-611
-24% -$108K 0.19% 74
2018
Q3 		$429K Buy
2,567
+172
+7% +$27.6K 0.24% 67
2018
Q2 		$375K Buy
2,395
+1,000
+72% +$162K 0.26% 57
2018
Q1 		$218K Hold
1,395
– – 0.17% 73
2017
Q4 		$240K Sell
1,395
-1,958
-58% -$329K 0.19% 70
2017
Q3 		$525K Sell
3,353
-17
-0.5% -$2.66K 0.41% 54
2017
Q2 		$516K Hold
3,370
– – 0.41% 56
2017
Q1 		$437K Hold
3,370
– – 0.39% 58
2016
Q4 		$410K Hold
3,370
– – 0.41% 52
2016
Q3 		$389K Hold
3,370
– – 0.4% 55
2016
Q2 		$406K Hold
3,370
– – 0.43% 53
2016
Q1 		$424K Hold
3,370
– – 0.44% 50
2015
Q4 		$398K Sell
3,370
-5
-0.1% -$559 0.43% 48
2015
Q3 		$333K Buy
3,375
+78
+2% +$7.6K 0.39% 55
2015
Q2 		$313K Buy
3,297
+5
+0.2% +$484 0.31% 57
2015
Q1 		$321K Hold
3,292
– – 0.31% 57
2014
Q4 		$308K Sell
3,292
-878
-21% -$82.2K 0.28% 59
2014
Q3 		$395K Buy
+4,170
New +$398K 0.36% 53

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lau Associates's MCD Position: Q3 2019 in Review

Lau Associates sold out of McDonald's (MCD) in Q3 2019, closing a stake of 1,824 shares — an estimated $379K sold.

Lau Associates first reported a position in MCD in Q3 2014 and held it in 20 quarters. The position peaked at $525K in Q3 2017. 2,090 funds tracked by Wall St. Rank hold MCD as of Q3 2019.

  • Lau Associates reported no remaining McDonald's position as of Q3 2019 after selling out during the quarter.
  • Lau Associates sold 1,824 McDonald's shares in Q3 2019, an estimated $379K.
  • Lau Associates first reported a position in McDonald's in Q3 2014 and held it in 20 quarters.
  • Lau Associates's McDonald's position peaked at $525K in Q3 2017.
  • 2,090 funds tracked by Wall St. Rank held McDonald's as of Q3 2019.

Based on Lau Associates's 13F filing for Q3 2019, filed 2 Oct 2019.