P.R. Herzig & Co’s McDonald's MCD Stock Holding History

P.R. Herzig & Co’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
2018 Q3	–	Sell	-1,451	Closed	-$227K	–	22
2018 Q2	$227K	Hold	1,451	–	–	0.49%	40
2018 Q1	$227K	Hold	1,451	–	–	0.46%	42
2017 Q4	$250K	Hold	1,451	–	–	0.48%	42
2017 Q3	$227K	Hold	1,451	–	–	0.44%	42
2017 Q2	$222K	Buy	+1,451	New	+$210K	0.43%	47

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

P.R. Herzig & Co's MCD Position: Q3 2018 in Review

P.R. Herzig & Co sold out of McDonald's (MCD) in Q3 2018, closing a stake of 1,451 shares — an estimated $227K sold.

P.R. Herzig & Co first reported a position in MCD in Q2 2017 and held it in 5 quarters. The position peaked at $250K in Q4 2017. 1,842 funds tracked by Wall St. Rank hold MCD as of Q3 2018.

P.R. Herzig & Co reported no remaining McDonald's position as of Q3 2018 after selling out during the quarter.
P.R. Herzig & Co sold 1,451 McDonald's shares in Q3 2018, an estimated $227K.
P.R. Herzig & Co first reported a position in McDonald's in Q2 2017 and held it in 5 quarters.
P.R. Herzig & Co's McDonald's position peaked at $250K in Q4 2017.
1,842 funds tracked by Wall St. Rank held McDonald's as of Q3 2018.

Based on P.R. Herzig & Co's 13F filing for Q3 2018.