LBG
MCD icon

Lloyds Banking Group’s McDonald's MCD Stock Holding History

Lloyds Banking Group’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
Q4 		– Sell
-15,451
Closed -$1.46M – 266
2014
Q3 		$1.46M Sell
15,451
-2,499
-14% -$238K 0.4% 73
2014
Q2 		$1.81M Sell
17,950
-711,731
-98% -$71.9M 0.44% 64
2014
Q1 		$71.5M Buy
729,681
+193,325
+36% +$18.5M 0.64% 38
2013
Q4 		$52M Buy
536,356
+86,320
+19% +$8.29M 0.47% 58
2013
Q3 		$43.3M Buy
450,036
+1,698
+0.4% +$166K 0.44% 65
2013
Q2 		$44.4M Buy
+448,338
New +$44.9M 0.47% 61

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Lloyds Banking Group's MCD Position: Q4 2014 in Review

Lloyds Banking Group sold out of McDonald's (MCD) in Q4 2014, closing a stake of 15,451 shares — an estimated $1.46M sold.

Lloyds Banking Group first reported a position in MCD in Q2 2013 and held it in 6 quarters. The position peaked at $71.5M in Q1 2014. 1,552 funds tracked by Wall St. Rank hold MCD as of Q4 2014.

  • Lloyds Banking Group reported no remaining McDonald's position as of Q4 2014 after selling out during the quarter.
  • Lloyds Banking Group sold 15,451 McDonald's shares in Q4 2014, an estimated $1.46M.
  • Lloyds Banking Group first reported a position in McDonald's in Q2 2013 and held it in 6 quarters.
  • Lloyds Banking Group's McDonald's position peaked at $71.5M in Q1 2014.
  • 1,552 funds tracked by Wall St. Rank held McDonald's as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.