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Oakbrook Investments’s McDonald's MCD Stock Holding History

Oakbrook Investments’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
2020
Q1 		$588K Sell
3,555
-9,625
-73% -$1.9M 1.5% 22
2019
Q4 		$2.6M Sell
13,180
-13,786
-51% -$2.73M 0.53% 27
2019
Q3 		$5.79M Sell
26,966
-4,225
-14% -$906K 0.38% 40
2019
Q2 		$6.48M Sell
31,191
-250
-0.8% -$49.5K 0.39% 48
2019
Q1 		$5.97M Sell
31,441
-925
-3% -$168K 0.36% 51
2018
Q4 		$5.75M Sell
32,366
-10,725
-25% -$1.9M 0.39% 47
2018
Q3 		$7.21M Buy
43,091
+25
+0.1% +$4.01K 0.4% 48
2018
Q2 		$6.75M Sell
43,066
-11,480
-21% -$1.86M 0.43% 46
2018
Q1 		$8.53M Buy
54,546
+3,185
+6% +$524K 0.53% 37
2017
Q4 		$8.84M Sell
51,361
-8,205
-14% -$1.38M 0.56% 36
2017
Q3 		$9.33M Buy
59,566
+7,050
+13% +$1.1M 0.6% 38
2017
Q2 		$8.04M Sell
52,516
-9,150
-15% -$1.32M 0.53% 42
2017
Q1 		$7.99M Sell
61,666
-4,575
-7% -$574K 0.52% 43
2016
Q4 		$8.06M Sell
66,241
-17,725
-21% -$2.08M 0.53% 42
2016
Q3 		$9.69M Sell
83,966
-3,325
-4% -$394K 0.59% 44
2016
Q2 		$10.5M Buy
87,291
+3,100
+4% +$388K 0.58% 45
2016
Q1 		$10.6M Sell
84,191
-1,100
-1% -$131K 0.68% 39
2015
Q4 		$10.1M Sell
85,291
-9,100
-10% -$1.02M 0.64% 43
2015
Q3 		$9.3M Sell
94,391
-11,075
-11% -$1.08M 0.61% 40
2015
Q2 		$10M Sell
105,466
-16,800
-14% -$1.62M 0.61% 44
2015
Q1 		$11.9M Sell
122,266
-8,500
-7% -$806K 0.65% 41
2014
Q4 		$12.3M Buy
130,766
+52,300
+67% +$4.9M 0.66% 39
2014
Q3 		$7.44M Sell
78,466
-184,610
-70% -$17.6M 0.4% 61
2014
Q2 		$26.5M Buy
263,076
+3,450
+1% +$348K 0.8% 26
2014
Q1 		$25.5M Sell
259,626
-50,920
-16% -$4.87M 0.8% 31
2013
Q4 		$30.1M Sell
310,546
-12,300
-4% -$1.18M 0.84% 28
2013
Q3 		$31.1M Sell
322,846
-14,255
-4% -$1.39M 0.91% 28
2013
Q2 		$33.4M Buy
+337,101
New +$33.8M 0.97% 23

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Oakbrook Investments's MCD Position: Q1 2020 in Review

Oakbrook Investments reduced its McDonald's (MCD) stake by 73% in Q1 2020, selling an estimated $1.9M and leaving 3,555 shares worth $588K. The position accounts for 1.5% of the portfolio, ranked #22.

Oakbrook Investments first reported a position in MCD in Q2 2013 and has held it in 28 quarters since. The position peaked at $33.4M in Q2 2013. 2,164 funds tracked by Wall St. Rank hold MCD as of Q1 2020.

  • Oakbrook Investments held 3,555 shares of McDonald's worth $588K as of Q1 2020.
  • Oakbrook Investments sold 9,625 McDonald's shares in Q1 2020, an estimated $1.9M.
  • McDonald's made up 1.5% of Oakbrook Investments's portfolio in Q1 2020, its #22 holding.
  • Oakbrook Investments first reported a position in McDonald's in Q2 2013 and has held it in 28 quarters since.
  • Oakbrook Investments's McDonald's position peaked at $33.4M in Q2 2013.
  • 2,164 funds tracked by Wall St. Rank held McDonald's as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.