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McAdams Wright Ragen’s McDonald's MCD Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$2.42M Buy
25,505
+153
+0.6% +$14.6K 0.14% 132
2014
Q2 		$2.55M Buy
25,352
+563
+2% +$56.8K 0.14% 125
2014
Q1 		$2.43M Buy
24,789
+22
+0.1% +$2.1K 0.15% 118
2013
Q4 		$2.4M Buy
24,767
+1,173
+5% +$113K 0.16% 121
2013
Q3 		$2.27M Buy
23,594
+458
+2% +$44.7K 0.18% 109
2013
Q2 		$2.29M Buy
+23,136
New +$2.32M 0.18% 116

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

McAdams Wright Ragen's MCD Position: Q3 2014 in Review

McAdams Wright Ragen increased its McDonald's (MCD) stake by 0.6% in Q3 2014, buying an estimated $14.6K and bringing the position to 25,505 shares worth $2.42M. The position accounts for 0.14% of the portfolio, ranked #132.

McAdams Wright Ragen first reported a position in MCD in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.55M in Q2 2014. 1,480 funds tracked by Wall St. Rank hold MCD as of Q3 2014.

  • McAdams Wright Ragen held 25,505 shares of McDonald's worth $2.42M as of Q3 2014.
  • McAdams Wright Ragen bought 153 McDonald's shares in Q3 2014, an estimated $14.6K.
  • McDonald's made up 0.14% of McAdams Wright Ragen's portfolio in Q3 2014, its #132 holding.
  • McAdams Wright Ragen first reported a position in McDonald's in Q2 2013 and has held it in 6 quarters since.
  • McAdams Wright Ragen's McDonald's position peaked at $2.55M in Q2 2014.
  • 1,480 funds tracked by Wall St. Rank held McDonald's as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.