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Liberty Mutual Group Asset Management’s McDonald's MCD Stock Holding History

Liberty Mutual Group Asset Management’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
Q4 		– Sell
-31,385
Closed -$5.25M – 477
2018
Q3 		$5.25M Hold
31,385
– – 0.11% 56
2018
Q2 		$4.92M Sell
31,385
-898
-3% -$146K 0.12% 59
2018
Q1 		$5.05M Hold
32,283
– – 0.15% 61
2017
Q4 		$5.56M Sell
32,283
-1,373
-4% -$231K 0.16% 59
2017
Q3 		$5.27M Sell
33,656
-19,030
-36% -$2.98M 0.29% 52
2017
Q2 		$8.07M Buy
52,686
+6,945
+15% +$1M 0.33% 50
2017
Q1 		$5.93M Sell
45,741
-15,766
-26% -$1.98M 0.23% 62
2016
Q4 		$7.49M Sell
61,507
-108
-0.2% -$12.7K 0.27% 53
2016
Q3 		$7.11M Sell
61,615
-941
-2% -$112K 0.25% 58
2016
Q2 		$7.53M Buy
62,556
+2,269
+4% +$284K 0.28% 53
2016
Q1 		$7.58M Buy
60,287
+4,327
+8% +$517K 0.32% 47
2015
Q4 		$6.61M Buy
55,960
+18,520
+49% +$2.07M 0.26% 55
2015
Q3 		$3.69M Sell
37,440
-1,046
-3% -$102K 0.14% 113
2015
Q2 		$3.66M Sell
38,486
-17,304
-31% -$1.67M 0.13% 137
2015
Q1 		$5.44M Sell
55,790
-751
-1% -$71.3K 0.17% 93
2014
Q4 		$5.3M Buy
56,541
+3,868
+7% +$362K 0.17% 86
2014
Q3 		$5M Sell
52,673
-678
-1% -$64.7K 0.16% 96
2014
Q2 		$5.38M Buy
53,351
+677
+1% +$68.3K 0.17% 78
2014
Q1 		$5.16M Buy
52,674
+2,174
+4% +$208K 0.17% 72
2013
Q4 		$4.9M Sell
50,500
-9,859
-16% -$947K 0.17% 72
2013
Q3 		$5.81M Sell
60,359
-78,489
-57% -$7.66M 0.22% 57
2013
Q2 		$13.7M Buy
+138,848
New +$13.9M 0.54% 15

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Liberty Mutual Group Asset Management's MCD Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of McDonald's (MCD) in Q4 2018, closing a stake of 31,385 shares — an estimated $5.25M sold.

Liberty Mutual Group Asset Management first reported a position in MCD in Q2 2013 and held it in 22 quarters. The position peaked at $13.7M in Q2 2013. 2,004 funds tracked by Wall St. Rank hold MCD as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining McDonald's position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 31,385 McDonald's shares in Q4 2018, an estimated $5.25M.
  • Liberty Mutual Group Asset Management first reported a position in McDonald's in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's McDonald's position peaked at $13.7M in Q2 2013.
  • 2,004 funds tracked by Wall St. Rank held McDonald's as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.