Lourd Capital’s McDonald's MCD Stock Holding History

Lourd Capital’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
2019 Q2	$331K	Buy	1,593 +121	+8%	+$24K	0.03%	89
2019 Q1	$280K	Sell	1,472 -6,446	-81%	-$1.17M	0.03%	95
2018 Q4	$1.41M	Sell	7,918 -6,053	-43%	-$1.07M	0.11%	43
2018 Q3	$2.34M	Sell	13,971 -23	-0.2%	-$3.69K	0.15%	30
2018 Q2	$2.19M	Buy	13,994 +66	+0.5%	+$10.7K	0.31%	27
2018 Q1	$2.18M	Buy	13,928 +18	+0.1%	+$2.96K	0.29%	31
2017 Q4	$2.39M	Buy	+13,910	New	+$2.34M	0.16%	27
2013 Q3	–	Sell	-10,961	Closed	-$1.08M	–	109
2013 Q2	$1.08M	Buy	+10,961	New	+$1.1M	0.13%	36

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lourd Capital's MCD Position: Q2 2019 in Review

Lourd Capital increased its McDonald's (MCD) stake by 8.2% in Q2 2019, buying an estimated $24K and bringing the position to 1,593 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #89.

Lourd Capital first reported a position in MCD in Q2 2013 and has held it in 8 quarters since. The position peaked at $2.39M in Q4 2017. 2,072 funds tracked by Wall St. Rank hold MCD as of Q2 2019.

Lourd Capital held 1,593 shares of McDonald's worth $331K as of Q2 2019.
Lourd Capital bought 121 McDonald's shares in Q2 2019, an estimated $24K.
McDonald's made up 0.03% of Lourd Capital's portfolio in Q2 2019, its #89 holding.
Lourd Capital first reported a position in McDonald's in Q2 2013 and has held it in 8 quarters since.
Lourd Capital's McDonald's position peaked at $2.39M in Q4 2017.
2,072 funds tracked by Wall St. Rank held McDonald's as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.