Redwood Investments’s McDonald's MCD Stock Holding History

Redwood Investments’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
2019 Q4	–	Sell	-49,011	Closed	-$10.5M	–	124
2019 Q3	$10.5M	Sell	49,011 -3,370	-6%	-$723K	0.81%	50
2019 Q2	$10.9M	Sell	52,381 -8,801	-14%	-$1.74M	0.8%	57
2019 Q1	$11.6M	Sell	61,182 -1,288	-2%	-$234K	0.85%	61
2018 Q4	$11.1M	Buy	+62,470	New	+$11.1M	1.04%	40
2017 Q3	–	Sell	-132	Closed	-$20K	–	163
2017 Q2	$20K	Hold	132	–	–	﹤0.01%	133
2017 Q1	$17K	Hold	132	–	–	﹤0.01%	148
2016 Q4	$16K	Hold	132	–	–	﹤0.01%	140
2016 Q3	$15K	Sell	132 -155,132	-100%	-$18.4M	﹤0.01%	141
2016 Q2	$18.7M	Buy	155,264 +6,092	+4%	+$763K	1.71%	20
2016 Q1	$18.7M	Buy	149,172 +15,883	+12%	+$1.9M	1.86%	18
2015 Q4	$15.7M	Buy	133,289 +127,289	+2,121%	+$14.2M	1.69%	21
2015 Q3	$591K	Hold	6,000	–	–	0.08%	106
2015 Q2	$570K	Hold	6,000	–	–	0.07%	114
2015 Q1	$585K	Hold	6,000	–	–	0.09%	113
2014 Q4	$562K	Hold	6,000	–	–	0.08%	107
2014 Q3	$569K	Hold	6,000	–	–	0.08%	101
2014 Q2	$604K	Hold	6,000	–	–	0.08%	107
2014 Q1	$588K	Hold	6,000	–	–	0.08%	101
2013 Q4	$582K	Hold	6,000	–	–	0.09%	98
2013 Q3	$577K	Hold	6,000	–	–	0.08%	106
2013 Q2	$594K	Buy	+6,000	New	+$601K	0.09%	114

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Redwood Investments's MCD Position: Q4 2019 in Review

Redwood Investments sold out of McDonald's (MCD) in Q4 2019, closing a stake of 49,011 shares — an estimated $10.5M sold.

Redwood Investments first reported a position in MCD in Q2 2013 and held it in 21 quarters. The position peaked at $18.7M in Q1 2016. 2,258 funds tracked by Wall St. Rank hold MCD as of Q4 2019.

Redwood Investments reported no remaining McDonald's position as of Q4 2019 after selling out during the quarter.
Redwood Investments sold 49,011 McDonald's shares in Q4 2019, an estimated $10.5M.
Redwood Investments first reported a position in McDonald's in Q2 2013 and held it in 21 quarters.
Redwood Investments's McDonald's position peaked at $18.7M in Q1 2016.
2,258 funds tracked by Wall St. Rank held McDonald's as of Q4 2019.

Based on Redwood Investments's 13F filing for Q4 2019, filed 4 Feb 2020.