Lehman Financial Resources’s McDonald's MCD Stock Holding History

Lehman Financial Resources’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
2018 Q3	$224K	Buy	+1,341	New	+$215K	0.11%	89
2015 Q4	–	Sell	-202	Closed	-$19K	–	222
2015 Q3	$19K	Buy	202 +5	+3%	+$487	0.01%	256
2015 Q2	$18K	Buy	197 +17	+9%	+$1.64K	0.01%	258
2015 Q1	$18K	Hold	180	–	–	0.01%	262
2014 Q4	$17K	Hold	180	–	–	0.01%	248
2014 Q3	$17K	Sell	180 -150	-45%	-$14.3K	0.01%	256
2014 Q2	$33K	Sell	330 -55	-14%	-$5.55K	0.02%	181
2014 Q1	$38K	Buy	385 +55	+17%	+$5.26K	0.02%	160
2013 Q4	$32K	Hold	330	–	–	0.02%	168
2013 Q3	$32K	Buy	330 +150	+83%	+$14.6K	0.02%	154
2013 Q2	$18K	Buy	+180	New	+$18K	0.01%	188

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lehman Financial Resources's MCD Position: Q3 2018 in Review

Lehman Financial Resources opened a new position in McDonald's (MCD) in Q3 2018: 1,341 shares worth $224K. The stake represents 0.11% of the portfolio and ranks #89 among its holdings. This is a return to the name: Lehman Financial Resources previously reported a position in MCD as recently as Q3 2015.

Lehman Financial Resources first reported a position in MCD in Q2 2013 and has held it in 11 quarters since. 1,842 funds tracked by Wall St. Rank hold MCD as of Q3 2018.

Lehman Financial Resources held 1,341 shares of McDonald's worth $224K as of Q3 2018.
McDonald's was a new Lehman Financial Resources position in Q3 2018.
McDonald's made up 0.11% of Lehman Financial Resources's portfolio in Q3 2018, its #89 holding.
Lehman Financial Resources first reported a position in McDonald's in Q2 2013 and has held it in 11 quarters since.
1,842 funds tracked by Wall St. Rank held McDonald's as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.