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MacGuire Cheswick & Tuttle Investment Counsel’s McDonald's MCD Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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
2018
Q4 		$3.54M Sell
19,938
-175
-0.9% -$31K 0.74% 37
2018
Q3 		$3.37M Sell
20,113
-50
-0.2% -$8.01K 0.58% 42
2018
Q2 		$3.16M Buy
20,163
+100
+0.5% +$16.2K 0.58% 44
2018
Q1 		$3.14M Buy
20,063
+75
+0.4% +$12.3K 0.58% 43
2017
Q4 		$3.44M Buy
19,988
+100
+0.5% +$16.8K 0.63% 42
2017
Q3 		$3.12M Buy
19,888
+320
+2% +$50.2K 0.61% 43
2017
Q2 		$3M Sell
19,568
-635
-3% -$91.8K 0.61% 44
2017
Q1 		$2.62M Sell
20,203
-445
-2% -$55.8K 0.51% 49
2016
Q4 		$2.51M Sell
20,648
-240
-1% -$28.1K 0.52% 47
2016
Q3 		$2.41M Sell
20,888
-16,575
-44% -$1.96M 0.54% 46
2016
Q2 		$4.51M Buy
37,463
+250
+0.7% +$31.3K 1% 38
2016
Q1 		$4.68M Buy
37,213
+16,450
+79% +$1.97M 1.09% 34
2015
Q4 		$2.45M Buy
20,763
+325
+2% +$36.3K 0.55% 46
2015
Q3 		$2.01M Sell
20,438
-1,465
-7% -$143K 0.49% 47
2015
Q2 		$2.08M Sell
21,903
-860
-4% -$83.2K 0.47% 51
2015
Q1 		$2.22M Sell
22,763
-9,845
-30% -$934K 0.5% 51
2014
Q4 		$3.06M Sell
32,608
-4,195
-11% -$393K 0.68% 45
2014
Q3 		$3.49M Sell
36,803
-8,864
-19% -$845K 0.81% 41
2014
Q2 		$4.6M Buy
45,667
+815
+2% +$82.3K 1.07% 35
2014
Q1 		$4.4M Sell
44,852
-1,875
-4% -$179K 1.06% 36
2013
Q4 		$4.53M Buy
46,727
+98
+0.2% +$9.42K 1.09% 34
2013
Q3 		$4.49M Sell
46,629
-466
-1% -$45.5K 1.23% 33
2013
Q2 		$4.66M Buy
+47,095
New +$4.72M 1.34% 29

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MacGuire Cheswick & Tuttle Investment Counsel's MCD Position: Q4 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel reduced its McDonald's (MCD) stake by 0.87% in Q4 2018, selling an estimated $31K and leaving 19,938 shares worth $3.54M. The position accounts for 0.74% of the portfolio, ranked #37.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in MCD in Q2 2013 and has held it in 23 quarters since. The position peaked at $4.68M in Q1 2016. 2,004 funds tracked by Wall St. Rank hold MCD as of Q4 2018.

  • MacGuire Cheswick & Tuttle Investment Counsel held 19,938 shares of McDonald's worth $3.54M as of Q4 2018.
  • MacGuire Cheswick & Tuttle Investment Counsel sold 175 McDonald's shares in Q4 2018, an estimated $31K.
  • McDonald's made up 0.74% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2018, its #37 holding.
  • MacGuire Cheswick & Tuttle Investment Counsel first reported a position in McDonald's in Q2 2013 and has held it in 23 quarters since.
  • MacGuire Cheswick & Tuttle Investment Counsel's McDonald's position peaked at $4.68M in Q1 2016.
  • 2,004 funds tracked by Wall St. Rank held McDonald's as of Q4 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.