OCM
MCD icon

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

Orleans 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
2014
Q3 		– Sell
-38,038
Closed -$3.83M – 102
2014
Q2 		$3.83M Buy
38,038
+680
+2% +$68.6K 1.79% 16
2014
Q1 		$3.66M Buy
37,358
+61
+0.2% +$5.83K 1.86% 13
2013
Q4 		$3.62M Buy
37,297
+127
+0.3% +$12.2K 1.88% 14
2013
Q3 		$3.58M Buy
37,170
+275
+0.7% +$26.8K 1.95% 14
2013
Q2 		$3.65M Buy
+36,895
New +$3.69M 2.06% 9

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Orleans Capital Management's MCD Position: Q3 2014 in Review

Orleans Capital Management sold out of McDonald's (MCD) in Q3 2014, closing a stake of 38,038 shares — an estimated $3.83M sold.

Orleans Capital Management first reported a position in MCD in Q2 2013 and held it in 5 quarters. The position peaked at $3.83M in Q2 2014. 1,481 funds tracked by Wall St. Rank hold MCD as of Q3 2014.

  • Orleans Capital Management reported no remaining McDonald's position as of Q3 2014 after selling out during the quarter.
  • Orleans Capital Management sold 38,038 McDonald's shares in Q3 2014, an estimated $3.83M.
  • Orleans Capital Management first reported a position in McDonald's in Q2 2013 and held it in 5 quarters.
  • Orleans Capital Management's McDonald's position peaked at $3.83M in Q2 2014.
  • 1,481 funds tracked by Wall St. Rank held McDonald's as of Q3 2014.

Based on Orleans Capital Management's 13F filing for Q3 2014, filed 13 Nov 2014.