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Osborn Williams & Donohoe’s McDonald's MCD Stock Holding History

Osborn Williams & Donohoe’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
2020
Q1 		$6M Buy
36,257
+813
+2% +$160K 0.79% 39
2019
Q4 		$7M Sell
35,444
-1,695
-5% -$336K 0.7% 46
2019
Q3 		$7.97M Buy
37,139
+335
+0.9% +$71.8K 0.8% 40
2019
Q2 		$7.64M Sell
36,804
-684
-2% -$135K 0.79% 41
2019
Q1 		$7.08M Buy
37,488
+10,187
+37% +$1.85M 0.73% 39
2018
Q4 		$4.85M Buy
27,301
+253
+0.9% +$44.9K 0.86% 38
2018
Q3 		$4.52M Sell
27,048
-47
-0.2% -$7.53K 0.7% 45
2018
Q2 		$4.25M Buy
27,095
+2
+0% +$324 0.72% 43
2018
Q1 		$4.24M Sell
27,093
-105
-0.4% -$17.3K 0.73% 43
2017
Q4 		$4.68M Sell
27,198
-50
-0.2% -$8.4K 0.8% 38
2017
Q3 		$4.27M Sell
27,248
-223
-0.8% -$35K 0.77% 42
2017
Q2 		$4.21M Sell
27,471
-127
-0.5% -$18.4K 0.76% 43
2017
Q1 		$3.58M Sell
27,598
-417
-1% -$52.3K 0.65% 48
2016
Q4 		$3.41M Sell
28,015
-277
-1% -$32.5K 0.64% 50
2016
Q3 		$3.26M Buy
28,292
+886
+3% +$105K 0.62% 50
2016
Q2 		$3.3M Buy
27,406
+496
+2% +$62.1K 0.64% 51
2016
Q1 		$3.38M Buy
26,910
+3,451
+15% +$412K 0.68% 49
2015
Q4 		$2.77M Sell
23,459
-12,254
-34% -$1.37M 0.57% 56
2015
Q3 		$3.48M Buy
35,713
+244
+0.7% +$23.8K 0.76% 46
2015
Q2 		$3.41M Sell
35,469
-3,867
-10% -$374K 0.68% 49
2015
Q1 		$3.83M Sell
39,336
-346
-0.9% -$32.8K 0.74% 46
2014
Q4 		$3.72M Sell
39,682
-8,380
-17% -$784K 0.73% 45
2014
Q3 		$4.56M Sell
48,062
-2,040
-4% -$195K 0.95% 39
2014
Q2 		$5.03M Buy
50,102
+133
+0.3% +$13.4K 1.04% 35
2014
Q1 		$4.9M Buy
49,969
+4,044
+9% +$387K 1.08% 35
2013
Q4 		$4.46M Sell
45,925
-1,669
-4% -$160K 1% 35
2013
Q3 		$4.58M Sell
47,594
-178
-0.4% -$17.4K 1.12% 30
2013
Q2 		$4.73M Buy
+47,772
New +$4.78M 1.23% 25

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osborn Williams & Donohoe's MCD Position: Q1 2020 in Review

Osborn Williams & Donohoe increased its McDonald's (MCD) stake by 2.3% in Q1 2020, buying an estimated $160K and bringing the position to 36,257 shares worth $6M. The position accounts for 0.79% of the portfolio, ranked #39.

Osborn Williams & Donohoe first reported a position in MCD in Q2 2013 and has held it in 28 quarters since. The position peaked at $7.97M in Q3 2019. 2,165 funds tracked by Wall St. Rank hold MCD as of Q1 2020.

  • Osborn Williams & Donohoe held 36,257 shares of McDonald's worth $6M as of Q1 2020.
  • Osborn Williams & Donohoe bought 813 McDonald's shares in Q1 2020, an estimated $160K.
  • McDonald's made up 0.79% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #39 holding.
  • Osborn Williams & Donohoe first reported a position in McDonald's in Q2 2013 and has held it in 28 quarters since.
  • Osborn Williams & Donohoe's McDonald's position peaked at $7.97M in Q3 2019.
  • 2,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.