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Orbis Investment Management (US)’s McDonald's MCD Stock Holding History

Orbis Investment Management (US)’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
Q3 		– Sell
-20,174
Closed -$1.92M – 26
2015
Q2 		$1.92M Sell
20,174
-19,596
-49% -$1.9M 1.55% 21
2015
Q1 		$3.88M Hold
39,770
– – 3.18% 15
2014
Q4 		$3.73M Hold
39,770
– – 3.09% 16
2014
Q3 		$3.77M Buy
39,770
+11,994
+43% +$1.14M 3.13% 14
2014
Q2 		$2.8M Buy
+27,776
New +$2.8M 2.32% 20

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Orbis Investment Management (US)'s MCD Position: Q3 2015 in Review

Orbis Investment Management (US) sold out of McDonald's (MCD) in Q3 2015, closing a stake of 20,174 shares — an estimated $1.92M sold.

Orbis Investment Management (US) first reported a position in MCD in Q2 2014 and held it in 5 quarters. The position peaked at $3.88M in Q1 2015. 1,495 funds tracked by Wall St. Rank hold MCD as of Q3 2015.

  • Orbis Investment Management (US) reported no remaining McDonald's position as of Q3 2015 after selling out during the quarter.
  • Orbis Investment Management (US) sold 20,174 McDonald's shares in Q3 2015, an estimated $1.92M.
  • Orbis Investment Management (US) first reported a position in McDonald's in Q2 2014 and held it in 5 quarters.
  • Orbis Investment Management (US)'s McDonald's position peaked at $3.88M in Q1 2015.
  • 1,495 funds tracked by Wall St. Rank held McDonald's as of Q3 2015.

Based on Orbis Investment Management (US)'s 13F filing for Q3 2015, filed 16 Nov 2015.