Monte Financial Group’s McDonald's MCD Stock Holding History

Monte Financial 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
2018 Q1	–	Sell	-1,415	Closed	-$244K	–	76
2017 Q4	$244K	Buy	+1,415	New	+$238K	0.25%	66

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Monte Financial Group's MCD Position: Q1 2018 in Review

Monte Financial Group sold out of McDonald's (MCD) in Q1 2018, closing a stake of 1,415 shares — an estimated $244K sold.

Monte Financial Group first reported a position in MCD in Q4 2017 and held it in 1 quarter. The position peaked at $244K in Q4 2017. 1,846 funds tracked by Wall St. Rank hold MCD as of Q1 2018.

Monte Financial Group reported no remaining McDonald's position as of Q1 2018 after selling out during the quarter.
Monte Financial Group sold 1,415 McDonald's shares in Q1 2018, an estimated $244K.
Monte Financial Group first reported a position in McDonald's in Q4 2017 and held it in 1 quarter.
Monte Financial Group's McDonald's position peaked at $244K in Q4 2017.
1,846 funds tracked by Wall St. Rank held McDonald's as of Q1 2018.

Based on Monte Financial Group's 13F filing for Q1 2018, filed 16 Oct 2018.