Northroad Capital Management’s McDonald's MCD Stock Holding History

Northroad Capital 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
2015 Q3	–	Sell	-4,032	Closed	-$383K	–	58
2015 Q2	$383K	Sell	4,032 -338	-8%	-$32.7K	0.2%	55
2015 Q1	$426K	Sell	4,370 -446	-9%	-$42.3K	0.23%	55
2014 Q4	$451K	Sell	4,816 -301	-6%	-$28.2K	0.2%	53
2014 Q3	$485K	Sell	5,117 -234	-4%	-$22.3K	0.19%	53
2014 Q2	$539K	Sell	5,351 -313	-6%	-$31.6K	0.19%	50
2014 Q1	$555K	Sell	5,664 -1,675	-23%	-$160K	0.2%	52
2013 Q4	$712K	Sell	7,339 -1,031	-12%	-$99.1K	0.26%	54
2013 Q3	$805K	Sell	8,370 -1,186	-12%	-$116K	0.31%	51
2013 Q2	$946K	Buy	+9,556	New	+$957K	0.37%	51

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Northroad Capital Management's MCD Position: Q3 2015 in Review

Northroad Capital Management sold out of McDonald's (MCD) in Q3 2015, closing a stake of 4,032 shares — an estimated $383K sold.

Northroad Capital Management first reported a position in MCD in Q2 2013 and held it in 9 quarters. The position peaked at $946K in Q2 2013. 1,495 funds tracked by Wall St. Rank hold MCD as of Q3 2015.

Northroad Capital Management reported no remaining McDonald's position as of Q3 2015 after selling out during the quarter.
Northroad Capital Management sold 4,032 McDonald's shares in Q3 2015, an estimated $383K.
Northroad Capital Management first reported a position in McDonald's in Q2 2013 and held it in 9 quarters.
Northroad Capital Management's McDonald's position peaked at $946K in Q2 2013.
1,495 funds tracked by Wall St. Rank held McDonald's as of Q3 2015.

Based on Northroad Capital Management's 13F filing for Q3 2015, filed 12 Nov 2015.