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Madison Investment Holdings’s McDonald's MCD Stock Holding History

Madison Investment Holdings’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
2019
Q3 		$29.4M Buy
137,080
+4,541
+3% +$974K 0.48% 70
2019
Q2 		$27.5M Buy
132,539
+3,118
+2% +$618K 0.49% 78
2019
Q1 		$24.6M Buy
129,421
+4,219
+3% +$766K 0.45% 78
2018
Q4 		$22.2M Buy
125,202
+38,850
+45% +$6.89M 0.45% 80
2018
Q3 		$14.4M Sell
86,352
-745
-0.9% -$119K 0.25% 124
2018
Q2 		$13.6M Sell
87,097
-636
-0.7% -$103K 0.24% 121
2018
Q1 		$13.7M Sell
87,733
-27,614
-24% -$4.54M 0.24% 124
2017
Q4 		$19.9M Sell
115,347
-8,982
-7% -$1.51M 0.34% 103
2017
Q3 		$19.5M Sell
124,329
-7,622
-6% -$1.19M 0.35% 95
2017
Q2 		$20.2M Sell
131,951
-34,252
-21% -$4.95M 0.37% 96
2017
Q1 		$21.5M Buy
166,203
+2,996
+2% +$376K 0.4% 89
2016
Q4 		$19.9M Sell
163,207
-4,424
-3% -$519K 0.38% 89
2016
Q3 		$19.3M Sell
167,631
-182,072
-52% -$21.6M 0.38% 90
2016
Q2 		$42.1M Sell
349,703
-187,990
-35% -$23.5M 0.87% 35
2016
Q1 		$67.6M Sell
537,693
-186,366
-26% -$22.3M 1.43% 14
2015
Q4 		$85.5M Buy
724,059
+72,941
+11% +$8.16M 1.86% 7
2015
Q3 		$64.2M Buy
651,118
+157,246
+32% +$15.3M 1.41% 11
2015
Q2 		$47M Sell
493,872
-8,698
-2% -$841K 0.95% 28
2015
Q1 		$49M Sell
502,570
-58,553
-10% -$5.56M 0.96% 29
2014
Q4 		$52.6M Sell
561,123
-121,444
-18% -$11.4M 1.13% 24
2014
Q3 		$64.7M Sell
682,567
-93,239
-12% -$8.89M 1.43% 12
2014
Q2 		$78.2M Sell
775,806
-22,953
-3% -$2.32M 1.6% 8
2014
Q1 		$78.3M Buy
798,759
+166,604
+26% +$15.9M 1.49% 11
2013
Q4 		$61.3M Buy
632,155
+45,500
+8% +$4.37M 1.19% 21
2013
Q3 		$56.4M Buy
586,655
+66,012
+13% +$6.44M 1.19% 26
2013
Q2 		$51.5M Buy
+520,643
New +$52.1M 1.13% 26

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Madison Investment Holdings's MCD Position: Q3 2019 in Review

Madison Investment Holdings increased its McDonald's (MCD) stake by 3.4% in Q3 2019, buying an estimated $974K and bringing the position to 137,080 shares worth $29.4M. The position accounts for 0.48% of the portfolio, ranked #70.

Madison Investment Holdings first reported a position in MCD in Q2 2013 and has held it in 26 quarters since. The position peaked at $85.5M in Q4 2015. 2,091 funds tracked by Wall St. Rank hold MCD as of Q3 2019.

  • Madison Investment Holdings held 137,080 shares of McDonald's worth $29.4M as of Q3 2019.
  • Madison Investment Holdings bought 4,541 McDonald's shares in Q3 2019, an estimated $974K.
  • McDonald's made up 0.48% of Madison Investment Holdings's portfolio in Q3 2019, its #70 holding.
  • Madison Investment Holdings first reported a position in McDonald's in Q2 2013 and has held it in 26 quarters since.
  • Madison Investment Holdings's McDonald's position peaked at $85.5M in Q4 2015.
  • 2,091 funds tracked by Wall St. Rank held McDonald's as of Q3 2019.

Based on Madison Investment Holdings's 13F filing for Q3 2019, filed 13 Nov 2019.