Lombard Odier & Cie (Bahamas)’s McDonald's MCD Stock Holding History

Lombard Odier & Cie (Bahamas)’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
2015 Q3	$3.94M	Buy	40,000 +8,000	+25%	+$779K	1.5%	34
2015 Q2	$3.04M	Hold	32,000	–	–	1.07%	43
2015 Q1	$3.12M	Hold	32,000	–	–	1.13%	42
2014 Q4	$3M	Hold	32,000	–	–	1.11%	42
2014 Q3	$3.03M	Sell	32,000 -2,000	-6%	-$191K	1.08%	40
2014 Q2	$3.42M	Sell	34,000 -270	-0.8%	-$27.3K	1.26%	36
2014 Q1	$3.36M	Buy	34,270 +2,000	+6%	+$191K	1.33%	34
2013 Q4	$3.13M	Buy	+32,270	New	+$3.1M	1.23%	30

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lombard Odier & Cie (Bahamas)'s MCD Position: Q3 2015 in Review

Lombard Odier & Cie (Bahamas) increased its McDonald's (MCD) stake by 25% in Q3 2015, buying an estimated $779K and bringing the position to 40,000 shares worth $3.94M. The position accounts for 1.5% of the portfolio, ranked #34.

Lombard Odier & Cie (Bahamas) first reported a position in MCD in Q4 2013 and has held it in 8 quarters since. 1,494 funds tracked by Wall St. Rank hold MCD as of Q3 2015.

Lombard Odier & Cie (Bahamas) held 40,000 shares of McDonald's worth $3.94M as of Q3 2015.
Lombard Odier & Cie (Bahamas) bought 8,000 McDonald's shares in Q3 2015, an estimated $779K.
McDonald's made up 1.5% of Lombard Odier & Cie (Bahamas)'s portfolio in Q3 2015, its #34 holding.
Lombard Odier & Cie (Bahamas) first reported a position in McDonald's in Q4 2013 and has held it in 8 quarters since.
1,494 funds tracked by Wall St. Rank held McDonald's as of Q3 2015.

Based on Lombard Odier & Cie (Bahamas)'s 13F filing for Q3 2015, filed 13 Nov 2015.