MWAC
MCD icon

Mariner Wealth Advisors (Cincinnati)’s McDonald's MCD Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q3 		$2.4M Sell
14,365
-103
-0.7% -$16.5K 0.13% 104
2018
Q2 		$2.27M Sell
14,468
-4,903
-25% -$795K 0.13% 97
2018
Q1 		$3.03M Buy
19,371
+3,888
+25% +$640K 0.19% 82
2017
Q4 		$2.67M Buy
15,483
+165
+1% +$27.7K 0.16% 82
2017
Q3 		$2.4M Buy
15,318
+538
+4% +$84.3K 0.16% 86
2017
Q2 		$2.26M Sell
14,780
-287
-2% -$41.5K 0.16% 89
2017
Q1 		$1.95M Buy
15,067
+147
+1% +$18.4K 0.14% 96
2016
Q4 		$1.82M Sell
14,920
-2,816
-16% -$330K 0.14% 96
2016
Q3 		$2.05M Buy
17,736
+576
+3% +$68.3K 0.17% 94
2016
Q2 		$2.06M Buy
17,160
+1,800
+12% +$225K 0.18% 93
2016
Q1 		$1.93M Sell
15,360
-813
-5% -$97.2K 0.19% 87
2015
Q4 		$1.91M Buy
+16,173
New +$1.81M 0.19% 84
2015
Q1 		$1.7M Sell
17,459
-1,360
-7% -$129K 0.24% 61
2014
Q4 		$1.76M Sell
18,819
-256
-1% -$24K 0.26% 56
2014
Q3 		$1.81M Sell
19,075
-102,081
-84% -$9.74M 0.29% 54
2014
Q2 		$12.2M Buy
121,156
+8,991
+8% +$908K 1.93% 30
2014
Q1 		$11M Buy
112,165
+5,312
+5% +$508K 1.78% 33
2013
Q4 		$10.4M Sell
106,853
-3,934
-4% -$378K 1.71% 29
2013
Q3 		$10.7M Buy
110,787
+25,981
+31% +$2.54M 1.98% 25
2013
Q2 		$8.4M Buy
+84,806
New +$8.49M 1.66% 34

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Mariner Wealth Advisors (Cincinnati)'s MCD Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its McDonald's (MCD) stake by 0.71% in Q3 2018, selling an estimated $16.5K and leaving 14,365 shares worth $2.4M. The position accounts for 0.13% of the portfolio, ranked #104.

Mariner Wealth Advisors (Cincinnati) first reported a position in MCD in Q2 2013 and has held it in 20 quarters since. The position peaked at $12.2M in Q2 2014. 1,842 funds tracked by Wall St. Rank hold MCD as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 14,365 shares of McDonald's worth $2.4M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) sold 103 McDonald's shares in Q3 2018, an estimated $16.5K.
  • McDonald's made up 0.13% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #104 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in McDonald's in Q2 2013 and has held it in 20 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s McDonald's position peaked at $12.2M in Q2 2014.
  • 1,842 funds tracked by Wall St. Rank held McDonald's as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.