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MU Investments Company’s McDonald's MCD Stock Holding History

MU Investments Company’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
-170
Closed -$29K – 95
2017
Q4 		$29K Sell
170
-100
-37% -$16.8K 0.02% 89
2017
Q3 		$43K Sell
270
-60
-18% -$9.4K 0.03% 68
2017
Q2 		$51K Sell
330
-70
-18% -$10.1K 0.04% 82
2017
Q1 		$52K Sell
400
-70
-15% -$8.78K 0.04% 115
2016
Q4 		$58K Sell
470
-220
-32% -$25.8K 0.04% 113
2016
Q3 		$79K Sell
690
-670
-49% -$79.4K 0.06% 117
2016
Q2 		$163K Buy
+1,360
New +$170K 0.11% 96
2015
Q3 		– Sell
-250
Closed -$24K – 285
2015
Q2 		$24K Hold
250
– – 0.01% 285
2015
Q1 		$24K Sell
250
-1,500
-86% -$142K 0.01% 290
2014
Q4 		$166K Buy
1,750
+200
+13% +$18.7K 0.07% 202
2014
Q3 		$149K Sell
1,550
-220
-12% -$21K 0.07% 216
2014
Q2 		$180K Sell
1,770
-300
-14% -$30.3K 0.08% 214
2014
Q1 		$201K Sell
2,070
-300
-13% -$28.7K 0.09% 211
2013
Q4 		$230K Sell
2,370
-280
-11% -$26.9K 0.1% 208
2013
Q3 		$257K Sell
2,650
-800
-23% -$78.1K 0.12% 190
2013
Q2 		$344K Buy
+3,450
New +$345K 0.15% 189

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MU Investments Company's MCD Position: Q1 2018 in Review

MU Investments Company sold out of McDonald's (MCD) in Q1 2018, closing a stake of 170 shares — an estimated $29K sold.

MU Investments Company first reported a position in MCD in Q2 2013 and held it in 16 quarters. The position peaked at $344K in Q2 2013. 1,846 funds tracked by Wall St. Rank hold MCD as of Q1 2018.

  • MU Investments Company reported no remaining McDonald's position as of Q1 2018 after selling out during the quarter.
  • MU Investments Company sold 170 McDonald's shares in Q1 2018, an estimated $29K.
  • MU Investments Company first reported a position in McDonald's in Q2 2013 and held it in 16 quarters.
  • MU Investments Company's McDonald's position peaked at $344K in Q2 2013.
  • 1,846 funds tracked by Wall St. Rank held McDonald's as of Q1 2018.

Based on MU Investments Company's 13F filing for Q1 2018, filed 20 Apr 2018.