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Montage Investments’s McDonald's MCD Stock Holding History

Montage Investments’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
2016
Q3 		$1.23M Hold
10,627
– – 0.67% 41
2016
Q2 		$1.28M Buy
+10,627
New +$1.33M 0.89% 33

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
Capital World Investors
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Montage Investments's MCD Position: Q3 2016 in Review

Montage Investments held its McDonald's (MCD) position steady in Q3 2016 at 10,627 shares worth $1.23M. The position accounts for 0.67% of the portfolio, ranked #41.

Montage Investments first reported a position in MCD in Q2 2016 and has held it in 2 quarters since. The position peaked at $1.28M in Q2 2016. 1,529 funds tracked by Wall St. Rank hold MCD as of Q3 2016.

  • Montage Investments held 10,627 shares of McDonald's worth $1.23M as of Q3 2016.
  • Montage Investments left its McDonald's share count unchanged in Q3 2016.
  • McDonald's made up 0.67% of Montage Investments's portfolio in Q3 2016, its #41 holding.
  • Montage Investments first reported a position in McDonald's in Q2 2016 and has held it in 2 quarters since.
  • Montage Investments's McDonald's position peaked at $1.28M in Q2 2016.
  • 1,529 funds tracked by Wall St. Rank held McDonald's as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.