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

Oakwood 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 Q4	–	Sell	-2,095	Closed	-$206K	–	82
2015 Q3	$206K	Buy	+2,095	New	+$204K	0.06%	71
2015 Q2	–	Sell	-2,095	Closed	-$204K	–	93
2015 Q1	$204K	Sell	2,095 -440	-17%	-$41.7K	0.06%	76
2014 Q4	$238K	Buy	+2,535	New	+$237K	0.07%	74
2013 Q4	–	Sell	-31,362	Closed	-$3.02M	–	75
2013 Q3	$3.02M	Buy	31,362 +908	+3%	+$88.6K	1.1%	42
2013 Q2	$3.02M	Buy	+30,454	New	+$3.05M	1.19%	41

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oakwood Capital Management's MCD Position: Q4 2015 in Review

Oakwood Capital Management sold out of McDonald's (MCD) in Q4 2015, closing a stake of 2,095 shares — an estimated $206K sold.

Oakwood Capital Management first reported a position in MCD in Q2 2013 and held it in 5 quarters. The position peaked at $3.02M in Q3 2013. 1,590 funds tracked by Wall St. Rank hold MCD as of Q4 2015.

Oakwood Capital Management reported no remaining McDonald's position as of Q4 2015 after selling out during the quarter.
Oakwood Capital Management sold 2,095 McDonald's shares in Q4 2015, an estimated $206K.
Oakwood Capital Management first reported a position in McDonald's in Q2 2013 and held it in 5 quarters.
Oakwood Capital Management's McDonald's position peaked at $3.02M in Q3 2013.
1,590 funds tracked by Wall St. Rank held McDonald's as of Q4 2015.

Based on Oakwood Capital Management's 13F filing for Q4 2015, filed 25 Jan 2016.