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

Perkins 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
2015 Q3	–	Sell	-1,575	Closed	-$150K	–	253
2015 Q2	$150K	Sell	1,575 -37,431	-96%	-$3.62M	﹤0.01%	252
2015 Q1	$3.8M	Buy	39,006 +700	+2%	+$66.4K	0.04%	210
2014 Q4	$3.59M	Sell	38,306 -12,880	-25%	-$1.21M	0.03%	225
2014 Q3	$4.85M	Sell	51,186 -1,660	-3%	-$158K	0.04%	203
2014 Q2	$5.32M	Sell	52,846 -1,400	-3%	-$141K	0.04%	196
2014 Q1	$5.32M	Sell	54,246 -11,723	-18%	-$1.12M	0.04%	197
2013 Q4	$6.4M	Buy	65,969 +4,092	+7%	+$393K	0.04%	198
2013 Q3	$5.95M	Buy	61,877 +8,912	+17%	+$870K	0.04%	202
2013 Q2	$5.24M	Buy	+52,965	New	+$5.3M	0.04%	218

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

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

Perkins Investment Management's MCD Position: Q3 2015 in Review

Perkins Investment Management sold out of McDonald's (MCD) in Q3 2015, closing a stake of 1,575 shares — an estimated $150K sold.

Perkins Investment Management first reported a position in MCD in Q2 2013 and held it in 9 quarters. The position peaked at $6.4M in Q4 2013. 1,494 funds tracked by Wall St. Rank hold MCD as of Q3 2015.

Perkins Investment Management reported no remaining McDonald's position as of Q3 2015 after selling out during the quarter.
Perkins Investment Management sold 1,575 McDonald's shares in Q3 2015, an estimated $150K.
Perkins Investment Management first reported a position in McDonald's in Q2 2013 and held it in 9 quarters.
Perkins Investment Management's McDonald's position peaked at $6.4M in Q4 2013.
1,494 funds tracked by Wall St. Rank held McDonald's as of Q3 2015.

Based on Perkins Investment Management's 13F filing for Q3 2015, filed 16 Nov 2015.