PIM
MCD icon

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

Profit 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
2014
Q4 		– Sell
-41,990
Closed -$3.98M – 132
2014
Q3 		$3.98M Hold
41,990
– – 0.21% 62
2014
Q2 		$4.23M Hold
41,990
– – 0.2% 59
2014
Q1 		$4.12M Hold
41,990
– – 0.19% 84
2013
Q4 		$4.07M Buy
41,990
+10,500
+33% +$1.01M 0.19% 88
2013
Q3 		$3.03K Hold
31,490
– – 0.12% 95
2013
Q2 		$3.12M Buy
+31,490
New +$3.15M 0.15% 95

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Profit Investment Management's MCD Position: Q4 2014 in Review

Profit Investment Management sold out of McDonald's (MCD) in Q4 2014, closing a stake of 41,990 shares — an estimated $3.98M sold.

Profit Investment Management first reported a position in MCD in Q2 2013 and held it in 6 quarters. The position peaked at $4.23M in Q2 2014. 1,553 funds tracked by Wall St. Rank hold MCD as of Q4 2014.

  • Profit Investment Management reported no remaining McDonald's position as of Q4 2014 after selling out during the quarter.
  • Profit Investment Management sold 41,990 McDonald's shares in Q4 2014, an estimated $3.98M.
  • Profit Investment Management first reported a position in McDonald's in Q2 2013 and held it in 6 quarters.
  • Profit Investment Management's McDonald's position peaked at $4.23M in Q2 2014.
  • 1,553 funds tracked by Wall St. Rank held McDonald's as of Q4 2014.

Based on Profit Investment Management's 13F filing for Q4 2014, filed 9 Feb 2015.