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Old Mutual Customised Solutions’s McDonald's MCD Stock Holding History

Old Mutual Customised Solutions’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
2018
Q2 		$7.26M Sell
46,305
-300
-0.6% -$48.6K 0.72% 24
2018
Q1 		$7.29M Hold
46,605
– – 0.74% 20
2017
Q4 		$8.02M Buy
46,605
+15,000
+47% +$2.52M 0.82% 18
2017
Q3 		$4.95M Buy
31,605
+1,800
+6% +$282K 0.67% 27
2017
Q2 		$4.57M Buy
29,805
+500
+2% +$72.3K 0.67% 26
2017
Q1 		$3.8M Buy
29,305
+2,705
+10% +$339K 0.59% 32
2016
Q4 		$3.24M Buy
26,600
+8,800
+49% +$1.03M 0.59% 28
2016
Q3 		$2.05M Sell
17,800
-2,300
-11% -$273K 0.59% 32
2016
Q2 		$2.42M Buy
20,100
+1,200
+6% +$150K 0.61% 31
2016
Q1 		$2.38M Sell
18,900
-5,400
-22% -$645K 0.62% 31
2015
Q4 		$2.87M Sell
24,300
-100
-0.4% -$11.2K 0.73% 27
2015
Q3 		$2.4M Sell
24,400
-1,400
-5% -$136K 0.65% 30
2015
Q2 		$2.45M Buy
25,800
+1,400
+6% +$135K 0.58% 31
2015
Q1 		$2.38M Buy
24,400
+13,100
+116% +$1.24M 0.58% 30
2014
Q4 		$1.06M Buy
11,300
+1,800
+19% +$168K 0.3% 65
2014
Q3 		$901K Sell
9,500
-2,300
-19% -$219K 0.25% 78
2014
Q2 		$1.19M Sell
11,800
-1,100
-9% -$111K 0.29% 61
2014
Q1 		$1.26M Sell
12,900
-100
-0.8% -$9.56K 0.32% 60
2013
Q4 		$1.26M Hold
13,000
– – 0.33% 56
2013
Q3 		$1.25M Buy
13,000
+4,300
+49% +$420K 0.35% 51
2013
Q2 		$861K Buy
+8,700
New +$871K 0.25% 70

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Old Mutual Customised Solutions's MCD Position: Q2 2018 in Review

Old Mutual Customised Solutions reduced its McDonald's (MCD) stake by 0.64% in Q2 2018, selling an estimated $48.6K and leaving 46,305 shares worth $7.26M. The position accounts for 0.72% of the portfolio, ranked #24.

Old Mutual Customised Solutions first reported a position in MCD in Q2 2013 and has held it in 21 quarters since. The position peaked at $8.02M in Q4 2017. 1,870 funds tracked by Wall St. Rank hold MCD as of Q2 2018.

  • Old Mutual Customised Solutions held 46,305 shares of McDonald's worth $7.26M as of Q2 2018.
  • Old Mutual Customised Solutions sold 300 McDonald's shares in Q2 2018, an estimated $48.6K.
  • McDonald's made up 0.72% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #24 holding.
  • Old Mutual Customised Solutions first reported a position in McDonald's in Q2 2013 and has held it in 21 quarters since.
  • Old Mutual Customised Solutions's McDonald's position peaked at $8.02M in Q4 2017.
  • 1,870 funds tracked by Wall St. Rank held McDonald's as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.