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OppenheimerFunds’s McDonald's MCD Stock Holding History

OppenheimerFunds’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
2019
Q1 		$127M Sell
667,545
-51,565
-7% -$9.36M 0.16% 141
2018
Q4 		$128M Sell
719,110
-834,757
-54% -$148M 0.18% 129
2018
Q3 		$260M Sell
1,553,867
-520,807
-25% -$83.5M 0.3% 90
2018
Q2 		$325M Buy
2,074,674
+146,957
+8% +$23.8M 0.39% 58
2018
Q1 		$301M Sell
1,927,717
-387,075
-17% -$63.7M 0.38% 65
2017
Q4 		$398M Buy
2,314,792
+47,257
+2% +$7.94M 0.48% 47
2017
Q3 		$355M Sell
2,267,535
-345,742
-13% -$54.2M 0.44% 57
2017
Q2 		$400M Sell
2,613,277
-205
-0% -$29.6K 0.49% 49
2017
Q1 		$339M Sell
2,613,482
-11,388
-0.4% -$1.43M 0.41% 64
2016
Q4 		$319M Sell
2,624,870
-25,750
-1% -$3.02M 0.4% 60
2016
Q3 		$306M Sell
2,650,620
-1,319,856
-33% -$156M 0.38% 64
2016
Q2 		$478M Buy
3,970,476
+131,846
+3% +$16.5M 0.63% 29
2016
Q1 		$482M Buy
3,838,630
+2,015,070
+111% +$241M 0.64% 25
2015
Q4 		$215M Buy
1,823,560
+798,558
+78% +$89.3M 0.27% 97
2015
Q3 		$101M Sell
1,025,002
-22,350
-2% -$2.18M 0.14% 183
2015
Q2 		$99.6M Sell
1,047,352
-419,750
-29% -$40.6M 0.11% 216
2015
Q1 		$143M Sell
1,467,102
-185,590
-11% -$17.6M 0.16% 169
2014
Q4 		$155M Sell
1,652,692
-199,460
-11% -$18.7M 0.17% 160
2014
Q3 		$176M Sell
1,852,152
-203,580
-10% -$19.4M 0.19% 142
2014
Q2 		$207M Sell
2,055,732
-191,500
-9% -$19.3M 0.23% 122
2014
Q1 		$220M Sell
2,247,232
-785,322
-26% -$75.1M 0.26% 106
2013
Q4 		$294M Buy
3,032,554
+16,360
+0.5% +$1.57M 0.36% 67
2013
Q3 		$290M Sell
3,016,194
-1,317,477
-30% -$129M 0.38% 66
2013
Q2 		$429M Buy
+4,333,671
New +$434M 0.62% 29

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OppenheimerFunds's MCD Position: Q1 2019 in Review

OppenheimerFunds reduced its McDonald's (MCD) stake by 7.2% in Q1 2019, selling an estimated $9.36M and leaving 667,545 shares worth $127M. The position accounts for 0.16% of the portfolio, ranked #141.

OppenheimerFunds first reported a position in MCD in Q2 2013 and has held it in 24 quarters since. The position peaked at $482M in Q1 2016. 2,048 funds tracked by Wall St. Rank hold MCD as of Q1 2019.

  • OppenheimerFunds held 667,545 shares of McDonald's worth $127M as of Q1 2019.
  • OppenheimerFunds sold 51,565 McDonald's shares in Q1 2019, an estimated $9.36M.
  • McDonald's made up 0.16% of OppenheimerFunds's portfolio in Q1 2019, its #141 holding.
  • OppenheimerFunds first reported a position in McDonald's in Q2 2013 and has held it in 24 quarters since.
  • OppenheimerFunds's McDonald's position peaked at $482M in Q1 2016.
  • 2,048 funds tracked by Wall St. Rank held McDonald's as of Q1 2019.

Based on OppenheimerFunds's 13F filing for Q1 2019, filed 13 May 2019.