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Lyons Wealth Management’s McDonald's MCD Stock Holding History

Lyons Wealth 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
2017
Q3 		– Sell
-1,329
Closed -$203K – 62
2017
Q2 		$203K Buy
+1,329
New +$192K 0.28% 49
2013
Q4 		– Sell
-2,221
Closed -$213K – 80
2013
Q3 		$213K Sell
2,221
-200
-8% -$19.5K 0.19% 56
2013
Q2 		$241K Buy
+2,421
New +$242K 0.24% 54

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lyons Wealth Management's MCD Position: Q3 2017 in Review

Lyons Wealth Management sold out of McDonald's (MCD) in Q3 2017, closing a stake of 1,329 shares — an estimated $203K sold.

Lyons Wealth Management first reported a position in MCD in Q2 2013 and held it in 3 quarters. The position peaked at $241K in Q2 2013. 1,718 funds tracked by Wall St. Rank hold MCD as of Q3 2017.

  • Lyons Wealth Management reported no remaining McDonald's position as of Q3 2017 after selling out during the quarter.
  • Lyons Wealth Management sold 1,329 McDonald's shares in Q3 2017, an estimated $203K.
  • Lyons Wealth Management first reported a position in McDonald's in Q2 2013 and held it in 3 quarters.
  • Lyons Wealth Management's McDonald's position peaked at $241K in Q2 2013.
  • 1,718 funds tracked by Wall St. Rank held McDonald's as of Q3 2017.

Based on Lyons Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.