LCM
MCD icon

Lucas Capital Management’s McDonald's MCD Stock Holding History

Lucas Capital Management’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
Q1 		– Sell
-2,353
Closed -$220K – 135
2014
Q4 		$220K Sell
2,353
-150
-6% -$14K 0.08% 121
2014
Q3 		$237K Buy
2,503
+138
+6% +$13.2K 0.07% 129
2014
Q2 		$238K Buy
2,365
+124
+6% +$12.5K 0.08% 133
2014
Q1 		$220K Sell
2,241
-71
-3% -$6.79K 0.07% 124
2013
Q4 		$224K Buy
2,312
+200
+9% +$19.2K 0.07% 126
2013
Q3 		$203K Hold
2,112
– – 0.07% 129
2013
Q2 		$209K Buy
+2,112
New +$212K 0.06% 123

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lucas Capital Management's MCD Position: Q1 2015 in Review

Lucas Capital Management sold out of McDonald's (MCD) in Q1 2015, closing a stake of 2,353 shares — an estimated $220K sold.

Lucas Capital Management first reported a position in MCD in Q2 2013 and held it in 7 quarters. The position peaked at $238K in Q2 2014. 1,543 funds tracked by Wall St. Rank hold MCD as of Q1 2015.

  • Lucas Capital Management reported no remaining McDonald's position as of Q1 2015 after selling out during the quarter.
  • Lucas Capital Management sold 2,353 McDonald's shares in Q1 2015, an estimated $220K.
  • Lucas Capital Management first reported a position in McDonald's in Q2 2013 and held it in 7 quarters.
  • Lucas Capital Management's McDonald's position peaked at $238K in Q2 2014.
  • 1,543 funds tracked by Wall St. Rank held McDonald's as of Q1 2015.

Based on Lucas Capital Management's 13F filing for Q1 2015, filed 14 Apr 2015.