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Rand Wealth’s McDonald's MCD Stock Holding History

Rand Wealth’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
2018
Q3 		$1.43M Sell
8,551
-242
-3% -$38.8K 0.16% 137
2018
Q2 		$1.38M Sell
8,793
-3,254
-27% -$528K 0.15% 133
2018
Q1 		$1.88M Sell
12,047
-7,610
-39% -$1.25M 0.21% 108
2017
Q4 		$3.38M Sell
19,657
-1,178
-6% -$198K 0.37% 78
2017
Q3 		$3.26M Sell
20,835
-455
-2% -$71.3K 0.38% 77
2017
Q2 		$3.26M Sell
21,290
-2,200
-9% -$318K 0.44% 71
2017
Q1 		$3.04M Buy
23,490
+585
+3% +$73.4K 0.37% 81
2016
Q4 		$2.79M Buy
22,905
+666
+3% +$78.1K 0.35% 79
2016
Q3 		$2.57M Sell
22,239
-2,230
-9% -$264K 0.33% 86
2016
Q2 		$2.94M Sell
24,469
-7,534
-24% -$944K 0.4% 72
2016
Q1 		$4.02M Sell
32,003
-771
-2% -$92.1K 0.56% 57
2015
Q4 		$3.87M Sell
32,774
-2,227
-6% -$249K 0.55% 61
2015
Q3 		$3.45M Sell
35,001
-227
-0.6% -$22.1K 0.51% 69
2015
Q2 		$3.35M Buy
35,228
+279
+0.8% +$27K 0.45% 64
2015
Q1 		$3.4M Buy
34,949
+1,466
+4% +$139K 0.46% 63
2014
Q4 		$3.04M Buy
33,483
+1,270
+4% +$119K 0.42% 68
2014
Q3 		$3.05M Buy
32,213
+427
+1% +$40.7K 0.44% 63
2014
Q2 		$3.2M Buy
31,786
+597
+2% +$60.3K 0.46% 58
2014
Q1 		$3.06M Buy
31,189
+11,343
+57% +$1.08M 0.53% 56
2013
Q4 		$1.93M Buy
19,846
+12,267
+162% +$1.18M 0.34% 82
2013
Q3 		$729K Sell
7,579
-145
-2% -$14.2K 0.14% 125
2013
Q2 		$765K Buy
+7,724
New +$773K 0.17% 118

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rand Wealth's MCD Position: Q3 2018 in Review

Rand Wealth reduced its McDonald's (MCD) stake by 2.8% in Q3 2018, selling an estimated $38.8K and leaving 8,551 shares worth $1.43M. The position accounts for 0.16% of the portfolio, ranked #137.

Rand Wealth first reported a position in MCD in Q2 2013 and has held it in 22 quarters since. The position peaked at $4.02M in Q1 2016. 1,842 funds tracked by Wall St. Rank hold MCD as of Q3 2018.

  • Rand Wealth held 8,551 shares of McDonald's worth $1.43M as of Q3 2018.
  • Rand Wealth sold 242 McDonald's shares in Q3 2018, an estimated $38.8K.
  • McDonald's made up 0.16% of Rand Wealth's portfolio in Q3 2018, its #137 holding.
  • Rand Wealth first reported a position in McDonald's in Q2 2013 and has held it in 22 quarters since.
  • Rand Wealth's McDonald's position peaked at $4.02M in Q1 2016.
  • 1,842 funds tracked by Wall St. Rank held McDonald's as of Q3 2018.

Based on Rand Wealth's 13F filing for Q3 2018, filed 13 Nov 2018.