Numeric Investors’s McDonald's MCD Stock Holding History

Numeric Investors’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
2017 Q4	$8.62M	Sell	50,100 -120,000	-71%	-$20.2M	0.06%	301
2017 Q3	$26.7M	Buy	170,100 +156,300	+1,133%	+$24.5M	0.2%	113
2017 Q2	$2.11M	Sell	13,800 -50,600	-79%	-$7.31M	0.02%	498
2017 Q1	$8.35M	Sell	64,400 -106,900	-62%	-$13.4M	0.08%	250
2016 Q4	$20.9M	Buy	171,300 +163,500	+2,096%	+$19.2M	0.19%	124
2016 Q3	$900K	Buy	7,800 +2,800	+56%	+$332K	0.01%	648
2016 Q2	$602K	Buy	5,000 +1,900	+61%	+$238K	0.01%	702
2016 Q1	$390K	Sell	3,100 -500	-14%	-$59.8K	﹤0.01%	778
2015 Q4	$425K	Buy	+3,600	New	+$403K	﹤0.01%	764
2014 Q2	–	Sell	-91,400	Closed	-$8.96M	–	855
2014 Q1	$8.96M	Buy	+91,400	New	+$8.74M	0.15%	158
2013 Q3	–	Sell	-10,280	Closed	-$1.02M	–	822
2013 Q2	$1.02M	Buy	+10,280	New	+$1.03M	0.02%	410

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

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

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

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

Numeric Investors's MCD Position: Q4 2017 in Review

Numeric Investors reduced its McDonald's (MCD) stake by 71% in Q4 2017, selling an estimated $20.2M and leaving 50,100 shares worth $8.62M. The position accounts for 0.06% of the portfolio, ranked #301.

Numeric Investors first reported a position in MCD in Q2 2013 and has held it in 11 quarters since. The position peaked at $26.7M in Q3 2017. 1,890 funds tracked by Wall St. Rank hold MCD as of Q4 2017.

Numeric Investors held 50,100 shares of McDonald's worth $8.62M as of Q4 2017.
Numeric Investors sold 120,000 McDonald's shares in Q4 2017, an estimated $20.2M.
McDonald's made up 0.06% of Numeric Investors's portfolio in Q4 2017, its #301 holding.
Numeric Investors first reported a position in McDonald's in Q2 2013 and has held it in 11 quarters since.
Numeric Investors's McDonald's position peaked at $26.7M in Q3 2017.
1,890 funds tracked by Wall St. Rank held McDonald's as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.