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Palo Capital’s McDonald's MCD Stock Holding History

Palo Capital’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
Q4 		– Sell
-3,060
Closed -$302K – 141
2015
Q3 		$302K Buy
3,060
+460
+18% +$44.8K 0.26% 110
2015
Q2 		$247K Buy
2,600
+205
+9% +$19.8K 0.19% 116
2015
Q1 		$233K Sell
2,395
-40
-2% -$3.79K 0.19% 109
2014
Q4 		$228K Buy
+2,435
New +$228K 0.19% 110

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Palo Capital's MCD Position: Q4 2015 in Review

Palo Capital sold out of McDonald's (MCD) in Q4 2015, closing a stake of 3,060 shares — an estimated $302K sold.

Palo Capital first reported a position in MCD in Q4 2014 and held it in 4 quarters. The position peaked at $302K in Q3 2015. 1,590 funds tracked by Wall St. Rank hold MCD as of Q4 2015.

  • Palo Capital reported no remaining McDonald's position as of Q4 2015 after selling out during the quarter.
  • Palo Capital sold 3,060 McDonald's shares in Q4 2015, an estimated $302K.
  • Palo Capital first reported a position in McDonald's in Q4 2014 and held it in 4 quarters.
  • Palo Capital's McDonald's position peaked at $302K in Q3 2015.
  • 1,590 funds tracked by Wall St. Rank held McDonald's as of Q4 2015.

Based on Palo Capital's 13F filing for Q4 2015, filed 25 Jan 2016.