Markel Group’s McDonald's MCD Stock Holding History

Markel Group’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 Q4	–	Sell	-181,000	Closed	-$17.8M	–	136
2015 Q3	$17.8M	Hold	181,000	–	–	0.47%	52
2015 Q2	$17.2M	Hold	181,000	–	–	0.43%	55
2015 Q1	$17.6M	Hold	181,000	–	–	0.45%	51
2014 Q4	$17M	Hold	181,000	–	–	0.43%	53
2014 Q3	$17.2M	Hold	181,000	–	–	0.48%	51
2014 Q2	$18.2M	Hold	181,000	–	–	0.52%	47
2014 Q1	$17.7M	Sell	181,000 -3,700	-2%	-$354K	0.54%	45
2013 Q4	$17.9M	Sell	184,700 -413	-0.2%	-$39.7K	0.57%	43
2013 Q3	$17.8M	Sell	185,113 -4,349	-2%	-$425K	0.61%	41
2013 Q2	$18.8M	Buy	+189,462	New	+$19M	0.67%	40

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 $782M AUM 33.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Markel Group's MCD Position: Q4 2015 in Review

Markel Group sold out of McDonald's (MCD) in Q4 2015, closing a stake of 181,000 shares — an estimated $17.8M sold.

Markel Group first reported a position in MCD in Q2 2013 and held it in 10 quarters. The position peaked at $18.8M in Q2 2013. 1,590 funds tracked by Wall St. Rank hold MCD as of Q4 2015.

Markel Group reported no remaining McDonald's position as of Q4 2015 after selling out during the quarter.
Markel Group sold 181,000 McDonald's shares in Q4 2015, an estimated $17.8M.
Markel Group first reported a position in McDonald's in Q2 2013 and held it in 10 quarters.
Markel Group's McDonald's position peaked at $18.8M in Q2 2013.
1,590 funds tracked by Wall St. Rank held McDonald's as of Q4 2015.

Based on Markel Group's 13F filing for Q4 2015, filed 16 Feb 2016.