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Lilley & Co’s McDonald's MCD Stock Holding History

Lilley & 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
2014
Q2 		$3.46M Sell
34,309
-198
-0.6% -$20K 1.54% 28
2014
Q1 		$3.38M Sell
34,507
-165
-0.5% -$15.8K 1.55% 27
2013
Q4 		$3.36M Buy
34,672
+212
+0.6% +$20.4K 1.57% 26
2013
Q3 		$3.31M Sell
34,460
-323
-0.9% -$31.5K 1.74% 18
2013
Q2 		$3.44M Buy
+34,783
New +$3.48M 1.87% 16

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 $2.9T AUM 29.55% 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 $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Lilley & Co's MCD Position: Q2 2014 in Review

Lilley & Co reduced its McDonald's (MCD) stake by 0.57% in Q2 2014, selling an estimated $20K and leaving 34,309 shares worth $3.46M. The position accounts for 1.54% of the portfolio, ranked #28.

Lilley & Co first reported a position in MCD in Q2 2013 and has held it in 5 quarters since. 1,488 funds tracked by Wall St. Rank hold MCD as of Q2 2014.

  • Lilley & Co held 34,309 shares of McDonald's worth $3.46M as of Q2 2014.
  • Lilley & Co sold 198 McDonald's shares in Q2 2014, an estimated $20K.
  • McDonald's made up 1.54% of Lilley & Co's portfolio in Q2 2014, its #28 holding.
  • Lilley & Co first reported a position in McDonald's in Q2 2013 and has held it in 5 quarters since.
  • 1,488 funds tracked by Wall St. Rank held McDonald's as of Q2 2014.

Based on Lilley & Co's 13F filing for Q2 2014, filed 14 Jul 2014.