Nichols Asset Management’s McDonald's MCD Stock Holding History

Nichols Asset Management’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 Q4	$923K	Hold	7,580	–	–	1.81%	13
2016 Q3	$874K	Hold	7,580	–	–	1.63%	14
2016 Q2	$912K	Hold	7,580	–	–	1.85%	12
2016 Q1	$953K	Sell	7,580 -700	-8%	-$83.7K	0.21%	55
2015 Q4	$978K	Hold	8,280	–	–	0.21%	56
2015 Q3	$816K	Buy	8,280 +1,200	+17%	+$117K	0.18%	62
2015 Q2	$673K	Hold	7,080	–	–	0.12%	78
2015 Q1	$690K	Hold	7,080	–	–	0.12%	75
2014 Q4	$663K	Hold	7,080	–	–	0.13%	76
2014 Q3	$671K	Sell	7,080 -1,000	-12%	-$95.4K	0.14%	73
2014 Q2	$814K	Hold	8,080	–	–	0.16%	69
2014 Q1	$792K	Sell	8,080 -600	-7%	-$57.4K	0.18%	73
2013 Q4	$842K	Hold	8,680	–	–	0.18%	71
2013 Q3	$835K	Hold	8,680	–	–	0.23%	69
2013 Q2	$859K	Buy	+8,680	New	+$869K	0.26%	65

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Nichols Asset Management's MCD Position: Q4 2016 in Review

Nichols Asset Management held its McDonald's (MCD) position steady in Q4 2016 at 7,580 shares worth $923K. The position accounts for 1.81% of the portfolio, ranked #13.

Nichols Asset Management first reported a position in MCD in Q2 2013 and has held it in 15 quarters since. The position peaked at $978K in Q4 2015. 1,617 funds tracked by Wall St. Rank hold MCD as of Q4 2016.

Nichols Asset Management held 7,580 shares of McDonald's worth $923K as of Q4 2016.
Nichols Asset Management left its McDonald's share count unchanged in Q4 2016.
McDonald's made up 1.81% of Nichols Asset Management's portfolio in Q4 2016, its #13 holding.
Nichols Asset Management first reported a position in McDonald's in Q2 2013 and has held it in 15 quarters since.
Nichols Asset Management's McDonald's position peaked at $978K in Q4 2015.
1,617 funds tracked by Wall St. Rank held McDonald's as of Q4 2016.

Based on Nichols Asset Management's 13F filing for Q4 2016, filed 10 Feb 2017.