Lupo Securities’s McDonald's MCD Stock Holding History

Lupo Securities’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	–	Sell	-50,000	Closed	-$4.75M	–	125
2015 Q2	$4.75M	Buy	+50,000	New	+$4.84M	19.02%	2

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 $677M AUM 27.58% 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

Lupo Securities's MCD Position: Q3 2015 in Review

Lupo Securities sold out of McDonald's (MCD) in Q3 2015, closing a stake of 50,000 shares — an estimated $4.75M sold.

Lupo Securities first reported a position in MCD in Q2 2015 and held it in 1 quarter. The position peaked at $4.75M in Q2 2015. 1,494 funds tracked by Wall St. Rank hold MCD as of Q3 2015.

Lupo Securities reported no remaining McDonald's position as of Q3 2015 after selling out during the quarter.
Lupo Securities sold 50,000 McDonald's shares in Q3 2015, an estimated $4.75M.
Lupo Securities first reported a position in McDonald's in Q2 2015 and held it in 1 quarter.
Lupo Securities's McDonald's position peaked at $4.75M in Q2 2015.
1,494 funds tracked by Wall St. Rank held McDonald's as of Q3 2015.

Based on Lupo Securities's 13F filing for Q3 2015, filed 13 Nov 2015.