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Peachtree Investment Advisors’s McDonald's MCD Stock Holding History

Peachtree Investment Advisors’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
Q3 		– Sell
-400
Closed -$38K – 195
2015
Q2 		$38K Hold
400
– – 0.03% 205
2015
Q1 		$39K Hold
400
– – 0.03% 210
2014
Q4 		$37K Sell
400
-100
-20% -$9.36K 0.02% 220
2014
Q3 		$47K Buy
+500
New +$47.7K 0.03% 209

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Peachtree Investment Advisors's MCD Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of McDonald's (MCD) in Q3 2015, closing a stake of 400 shares — an estimated $38K sold.

Peachtree Investment Advisors first reported a position in MCD in Q3 2014 and held it in 4 quarters. The position peaked at $47K in Q3 2014. 1,495 funds tracked by Wall St. Rank hold MCD as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining McDonald's position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 400 McDonald's shares in Q3 2015, an estimated $38K.
  • Peachtree Investment Advisors first reported a position in McDonald's in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's McDonald's position peaked at $47K in Q3 2014.
  • 1,495 funds tracked by Wall St. Rank held McDonald's as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.