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Levy Harkins & Co’s McDonald's MCD Stock Holding History

Levy Harkins & Co’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
2013
Q4 		– Sell
-169,218
Closed -$16.3M – 21
2013
Q3 		$16.3M Sell
169,218
-5,315
-3% -$519K 6.48% 4
2013
Q2 		$17.3M Buy
+174,533
New +$17.5M 7.38% 2

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 $3.37T AUM 44.26% 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 $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Levy Harkins & Co's MCD Position: Q4 2013 in Review

Levy Harkins & Co sold out of McDonald's (MCD) in Q4 2013, closing a stake of 169,218 shares — an estimated $16.3M sold.

Levy Harkins & Co first reported a position in MCD in Q2 2013 and held it in 2 quarters. The position peaked at $17.3M in Q2 2013. 1,494 funds tracked by Wall St. Rank hold MCD as of Q4 2013.

  • Levy Harkins & Co reported no remaining McDonald's position as of Q4 2013 after selling out during the quarter.
  • Levy Harkins & Co sold 169,218 McDonald's shares in Q4 2013, an estimated $16.3M.
  • Levy Harkins & Co first reported a position in McDonald's in Q2 2013 and held it in 2 quarters.
  • Levy Harkins & Co's McDonald's position peaked at $17.3M in Q2 2013.
  • 1,494 funds tracked by Wall St. Rank held McDonald's as of Q4 2013.

Based on Levy Harkins & Co's 13F filing for Q4 2013, filed 22 Jan 2014.