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Neuburgh Advisers’s McDonald's MCD Stock Holding History

Neuburgh Advisers’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
2019
Q3 		$13.6M Buy
63,470
+6,600
+12% +$1.42M 0.42% 45
2019
Q2 		$11.8M Buy
56,870
+16,896
+42% +$3.35M 0.38% 58
2019
Q1 		$7.59M Buy
39,974
+3,102
+8% +$563K 0.26% 85
2018
Q4 		$6.55M Buy
36,872
+308
+0.8% +$54.6K 0.26% 80
2018
Q3 		$6.12M Sell
36,564
-1,540
-4% -$247K 0.2% 110
2018
Q2 		$5.97M Buy
38,104
+4,114
+12% +$667K 0.2% 105
2018
Q1 		$5.32M Buy
33,990
+1,276
+4% +$210K 0.19% 111
2017
Q4 		$5.63M Buy
32,714
+1,540
+5% +$259K 0.2% 98
2017
Q3 		$4.88M Sell
31,174
-1,364
-4% -$214K 0.18% 108
2017
Q2 		$4.98M Buy
32,538
+968
+3% +$140K 0.19% 107
2017
Q1 		$4.09M Buy
31,570
+2,838
+10% +$356K 0.16% 125
2016
Q4 		$3.5M Buy
+28,732
New +$3.37M 0.16% 115

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuburgh Advisers's MCD Position: Q3 2019 in Review

Neuburgh Advisers increased its McDonald's (MCD) stake by 12% in Q3 2019, buying an estimated $1.42M and bringing the position to 63,470 shares worth $13.6M. The position accounts for 0.42% of the portfolio, ranked #45.

Neuburgh Advisers first reported a position in MCD in Q4 2016 and has held it in 12 quarters since. 2,090 funds tracked by Wall St. Rank hold MCD as of Q3 2019.

  • Neuburgh Advisers held 63,470 shares of McDonald's worth $13.6M as of Q3 2019.
  • Neuburgh Advisers bought 6,600 McDonald's shares in Q3 2019, an estimated $1.42M.
  • McDonald's made up 0.42% of Neuburgh Advisers's portfolio in Q3 2019, its #45 holding.
  • Neuburgh Advisers first reported a position in McDonald's in Q4 2016 and has held it in 12 quarters since.
  • 2,090 funds tracked by Wall St. Rank held McDonald's as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.