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Raub Brock Capital Management’s McDonald's MCD Stock Holding History

Raub Brock 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
2013
Q4 		– Sell
-83,218
Closed -$8.01M – 38
2013
Q3 		$8.01M Buy
83,218
+8,310
+11% +$811K 3.75% 17
2013
Q2 		$7.42M Buy
+74,908
New +$7.5M 3.81% 16

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
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

Raub Brock Capital Management's MCD Position: Q4 2013 in Review

Raub Brock Capital Management sold out of McDonald's (MCD) in Q4 2013, closing a stake of 83,218 shares — an estimated $8.01M sold.

Raub Brock Capital Management first reported a position in MCD in Q2 2013 and held it in 2 quarters. The position peaked at $8.01M in Q3 2013. 1,493 funds tracked by Wall St. Rank hold MCD as of Q4 2013.

  • Raub Brock Capital Management reported no remaining McDonald's position as of Q4 2013 after selling out during the quarter.
  • Raub Brock Capital Management sold 83,218 McDonald's shares in Q4 2013, an estimated $8.01M.
  • Raub Brock Capital Management first reported a position in McDonald's in Q2 2013 and held it in 2 quarters.
  • Raub Brock Capital Management's McDonald's position peaked at $8.01M in Q3 2013.
  • 1,493 funds tracked by Wall St. Rank held McDonald's as of Q4 2013.

Based on Raub Brock Capital Management's 13F filing for Q4 2013, filed 30 Jan 2014.