Perella Weinberg Partners Capital Management’s McDonald's MCD Stock Holding History

Perella Weinberg Partners Capital 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
2015 Q4	–	Sell	-15,020	Closed	-$1.48M	–	62
2015 Q3	$1.48M	Sell	15,020 -5,990	-29%	-$583K	0.64%	23
2015 Q2	$2M	Buy	21,010 +8,890	+73%	+$860K	0.64%	26
2015 Q1	$1.18M	Buy	+12,120	New	+$1.15M	1.12%	29
2014 Q4	–	Sell	-110,000	Closed	-$10.4M	–	117
2014 Q3	$10.4M	Buy	+110,000	New	+$10.5M	1.16%	23
2013 Q3	–	Sell	-8,450	Closed	-$836K	–	196
2013 Q2	$836K	Buy	+8,450	New	+$846K	0.06%	169

Other funds holding MCD

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Perella Weinberg Partners Capital Management's MCD Position: Q4 2015 in Review

Perella Weinberg Partners Capital Management sold out of McDonald's (MCD) in Q4 2015, closing a stake of 15,020 shares — an estimated $1.48M sold.

Perella Weinberg Partners Capital Management first reported a position in MCD in Q2 2013 and held it in 5 quarters. The position peaked at $10.4M in Q3 2014. 1,590 funds tracked by Wall St. Rank hold MCD as of Q4 2015.

Perella Weinberg Partners Capital Management reported no remaining McDonald's position as of Q4 2015 after selling out during the quarter.
Perella Weinberg Partners Capital Management sold 15,020 McDonald's shares in Q4 2015, an estimated $1.48M.
Perella Weinberg Partners Capital Management first reported a position in McDonald's in Q2 2013 and held it in 5 quarters.
Perella Weinberg Partners Capital Management's McDonald's position peaked at $10.4M in Q3 2014.
1,590 funds tracked by Wall St. Rank held McDonald's as of Q4 2015.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q4 2015, filed 16 Feb 2016.