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LGT Capital Partners’s McDonald's MCD Stock Holding History

LGT Capital Partners’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
Q1 		– Sell
-23,240
Closed -$4M – 61
2017
Q4 		$4M Buy
23,240
+520
+2% +$87.3K 0.37% 57
2017
Q3 		$3.56M Buy
22,720
+800
+4% +$125K 0.36% 61
2017
Q2 		$3.36M Sell
21,920
-15,780
-42% -$2.28M 0.34% 61
2017
Q1 		$4.89M Sell
37,700
-20,150
-35% -$2.53M 0.56% 58
2016
Q4 		$7.04M Sell
57,850
-97,420
-63% -$11.4M 0.96% 43
2016
Q3 		$17.9M Buy
155,270
+31,950
+26% +$3.79M 2.51% 11
2016
Q2 		$14.8M Buy
123,320
+11,710
+10% +$1.47M 2.58% 13
2016
Q1 		$14M Buy
111,610
+28,510
+34% +$3.41M 2.53% 13
2015
Q4 		$9.82M Sell
83,100
-89,070
-52% -$9.96M 2.21% 20
2015
Q3 		$17M Sell
172,170
-30,950
-15% -$3.01M 4.96% 3
2015
Q2 		$19.3M Buy
203,120
+5,200
+3% +$503K 5.49% 1
2015
Q1 		$19.3M Sell
197,920
-6,250
-3% -$593K 4.97% 2
2014
Q4 		$19.1M Sell
204,170
-13,220
-6% -$1.24M 4.87% 3
2014
Q3 		$20.6M Buy
217,390
+102,480
+89% +$9.77M 5.32% 2
2014
Q2 		$11.6M Buy
+114,910
New +$11.6M 2.72% 10

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LGT Capital Partners's MCD Position: Q1 2018 in Review

LGT Capital Partners sold out of McDonald's (MCD) in Q1 2018, closing a stake of 23,240 shares — an estimated $4M sold.

LGT Capital Partners first reported a position in MCD in Q2 2014 and held it in 15 quarters. The position peaked at $20.6M in Q3 2014. 1,847 funds tracked by Wall St. Rank hold MCD as of Q1 2018.

  • LGT Capital Partners reported no remaining McDonald's position as of Q1 2018 after selling out during the quarter.
  • LGT Capital Partners sold 23,240 McDonald's shares in Q1 2018, an estimated $4M.
  • LGT Capital Partners first reported a position in McDonald's in Q2 2014 and held it in 15 quarters.
  • LGT Capital Partners's McDonald's position peaked at $20.6M in Q3 2014.
  • 1,847 funds tracked by Wall St. Rank held McDonald's as of Q1 2018.

Based on LGT Capital Partners's 13F filing for Q1 2018, filed 12 Apr 2018.