PIM
MCD icon

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

Parasol 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
2017
Q1 		$301K Sell
2,320
-1,980
-46% -$248K 0.49% 17
2016
Q4 		$523K Buy
4,300
+38
+0.9% +$4.46K 0.55% 33
2016
Q3 		$492K Sell
4,262
-188
-4% -$22.3K 0.51% 33
2016
Q2 		$536K Sell
4,450
-445
-9% -$55.7K 0.56% 32
2016
Q1 		$615K Buy
4,895
+169
+4% +$20.2K 0.6% 26
2015
Q4 		$558K Sell
4,726
-345
-7% -$38.6K 0.54% 24
2015
Q3 		$500K Sell
5,071
-4,625
-48% -$451K 0.45% 27
2015
Q2 		$922K Sell
9,696
-235
-2% -$22.7K 0.62% 31
2015
Q1 		$968K Buy
9,931
+1,725
+21% +$164K 0.61% 29
2014
Q4 		$769K Buy
8,206
+1,055
+15% +$98.8K 0.53% 31
2014
Q3 		$678K Buy
7,151
+790
+12% +$75.3K 0.47% 32
2014
Q2 		$641K Buy
6,361
+3,930
+162% +$397K 0.44% 29
2014
Q1 		$238K Buy
2,431
+1,610
+196% +$154K 0.17% 35
2013
Q4 		$80K Buy
+821
New +$78.9K 0.05% 57

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Parasol Investment Management's MCD Position: Q1 2017 in Review

Parasol Investment Management reduced its McDonald's (MCD) stake by 46% in Q1 2017, selling an estimated $248K and leaving 2,320 shares worth $301K. The position accounts for 0.49% of the portfolio, ranked #17.

Parasol Investment Management first reported a position in MCD in Q4 2013 and has held it in 14 quarters since. The position peaked at $968K in Q1 2015. 1,650 funds tracked by Wall St. Rank hold MCD as of Q1 2017.

  • Parasol Investment Management held 2,320 shares of McDonald's worth $301K as of Q1 2017.
  • Parasol Investment Management sold 1,980 McDonald's shares in Q1 2017, an estimated $248K.
  • McDonald's made up 0.49% of Parasol Investment Management's portfolio in Q1 2017, its #17 holding.
  • Parasol Investment Management first reported a position in McDonald's in Q4 2013 and has held it in 14 quarters since.
  • Parasol Investment Management's McDonald's position peaked at $968K in Q1 2015.
  • 1,650 funds tracked by Wall St. Rank held McDonald's as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.