Miles Capital’s McDonald's MCD Stock Holding History

Miles Capital’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
2020 Q1	$772K	Sell	4,668 -2	-0%	-$394	0.83%	27
2019 Q4	$923K	Sell	4,670 -432	-8%	-$85.7K	0.74%	34
2019 Q3	$1.09M	Sell	5,102 -279	-5%	-$59.8K	0.9%	23
2019 Q2	$1.12M	Buy	5,381 +3,625	+206%	+$718K	0.91%	23
2019 Q1	$333K	Buy	1,756 +37	+2%	+$6.71K	0.29%	90
2018 Q4	$305K	Buy	+1,719	New	+$305K	0.3%	92
2018 Q1	–	Sell	-1,182	Closed	-$203K	–	224
2017 Q4	$203K	Buy	+1,182	New	+$198K	0.12%	175
2017 Q3	–	Sell	-1,331	Closed	-$204K	–	209
2017 Q2	$204K	Buy	+1,331	New	+$192K	0.11%	196
2017 Q1	–	Sell	-1,782	Closed	-$217K	–	218
2016 Q4	$217K	Buy	+1,782	New	+$209K	0.13%	156
2015 Q2	–	Sell	-4,818	Closed	-$469K	–	176
2015 Q1	$469K	Sell	4,818 -3,687	-43%	-$350K	0.28%	89
2014 Q4	$797K	Sell	8,505 -12,656	-60%	-$1.18M	0.43%	62
2014 Q3	$2.01M	Buy	21,161 +3,598	+20%	+$343K	1.06%	19
2014 Q2	$1.77M	Sell	17,563 -287	-2%	-$29K	0.89%	29
2014 Q1	$1.75M	Buy	+17,850	New	+$1.71M	0.91%	30

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Miles Capital's MCD Position: Q1 2020 in Review

Miles Capital reduced its McDonald's (MCD) stake by 0.04% in Q1 2020, selling an estimated $394 and leaving 4,668 shares worth $772K. The position accounts for 0.83% of the portfolio, ranked #27.

Miles Capital first reported a position in MCD in Q1 2014 and has held it in 14 quarters since. The position peaked at $2.01M in Q3 2014. 2,164 funds tracked by Wall St. Rank hold MCD as of Q1 2020.

Miles Capital held 4,668 shares of McDonald's worth $772K as of Q1 2020.
Miles Capital sold 2 McDonald's shares in Q1 2020, an estimated $394.
McDonald's made up 0.83% of Miles Capital's portfolio in Q1 2020, its #27 holding.
Miles Capital first reported a position in McDonald's in Q1 2014 and has held it in 14 quarters since.
Miles Capital's McDonald's position peaked at $2.01M in Q3 2014.
2,164 funds tracked by Wall St. Rank held McDonald's as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.