MIM
MCD icon

Merit Investment Management’s McDonald's MCD Stock Holding History

Merit Investment Management’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
2013
Q4 		$511K Sell
5,263
-1,050
-17% -$101K 0.58% 31
2013
Q3 		$608K Hold
6,313
– – 0.73% 29
2013
Q2 		$625K Buy
+6,313
New +$632K 0.57% 35

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Merit Investment Management's MCD Position: Q4 2013 in Review

Merit Investment Management reduced its McDonald's (MCD) stake by 17% in Q4 2013, selling an estimated $101K and leaving 5,263 shares worth $511K. The position accounts for 0.58% of the portfolio, ranked #31.

Merit Investment Management first reported a position in MCD in Q2 2013 and has held it in 3 quarters since. The position peaked at $625K in Q2 2013. 1,494 funds tracked by Wall St. Rank hold MCD as of Q4 2013.

  • Merit Investment Management held 5,263 shares of McDonald's worth $511K as of Q4 2013.
  • Merit Investment Management sold 1,050 McDonald's shares in Q4 2013, an estimated $101K.
  • McDonald's made up 0.58% of Merit Investment Management's portfolio in Q4 2013, its #31 holding.
  • Merit Investment Management first reported a position in McDonald's in Q2 2013 and has held it in 3 quarters since.
  • Merit Investment Management's McDonald's position peaked at $625K in Q2 2013.
  • 1,494 funds tracked by Wall St. Rank held McDonald's as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.