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

Lubar & 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 		– Sell
-1,495
Closed -$147K – 26
2014
Q1 		$147K Sell
1,495
-2,293
-61% -$219K 0.12% 30
2013
Q4 		$368K Hold
3,788
– – 0.29% 31
2013
Q3 		$364K Buy
3,788
+1,495
+65% +$146K 0.34% 32
2013
Q2 		$227K Buy
+2,293
New +$230K 0.24% 29

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 $3.37T AUM 44.26% 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 $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Lubar & Co sold out of McDonald's (MCD) in Q2 2014, closing a stake of 1,495 shares — an estimated $147K sold.

Lubar & Co first reported a position in MCD in Q2 2013 and held it in 4 quarters. The position peaked at $368K in Q4 2013. 1,489 funds tracked by Wall St. Rank hold MCD as of Q2 2014.

  • Lubar & Co reported no remaining McDonald's position as of Q2 2014 after selling out during the quarter.
  • Lubar & Co sold 1,495 McDonald's shares in Q2 2014, an estimated $147K.
  • Lubar & Co first reported a position in McDonald's in Q2 2013 and held it in 4 quarters.
  • Lubar & Co's McDonald's position peaked at $368K in Q4 2013.
  • 1,489 funds tracked by Wall St. Rank held McDonald's as of Q2 2014.

Based on Lubar & Co's 13F filing for Q2 2014, filed 13 Aug 2014.