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Orca Investment Management’s McDonald's MCD Stock Holding History

Orca Investment 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
Q2 		– Sell
-3,799
Closed -$370K – 84
2015
Q1 		$370K Hold
3,799
– – 0.33% 67
2014
Q4 		$356K Hold
3,799
– – 0.32% 72
2014
Q3 		$360K Buy
3,799
+37
+1% +$3.53K 0.31% 74
2014
Q2 		$379K Sell
3,762
-1,163
-24% -$117K 0.3% 71
2014
Q1 		$483K Sell
4,925
-50
-1% -$4.78K 0.4% 54
2013
Q4 		$483K Buy
+4,975
New +$478K 0.39% 56

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
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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Orca Investment Management's MCD Position: Q2 2015 in Review

Orca Investment Management sold out of McDonald's (MCD) in Q2 2015, closing a stake of 3,799 shares — an estimated $370K sold.

Orca Investment Management first reported a position in MCD in Q4 2013 and held it in 6 quarters. The position peaked at $483K in Q1 2014. 1,497 funds tracked by Wall St. Rank hold MCD as of Q2 2015.

  • Orca Investment Management reported no remaining McDonald's position as of Q2 2015 after selling out during the quarter.
  • Orca Investment Management sold 3,799 McDonald's shares in Q2 2015, an estimated $370K.
  • Orca Investment Management first reported a position in McDonald's in Q4 2013 and held it in 6 quarters.
  • Orca Investment Management's McDonald's position peaked at $483K in Q1 2014.
  • 1,497 funds tracked by Wall St. Rank held McDonald's as of Q2 2015.

Based on Orca Investment Management's 13F filing for Q2 2015, filed 21 Jul 2015.