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Regal Partners’s McDonald's MCD Stock Holding History

Regal Partners’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
-48,533
Closed -$4.61M – 14
2015
Q2 		$4.61M Sell
48,533
-129,887
-73% -$12.6M 2.01% 11
2015
Q1 		$17.4M Buy
178,420
+20,912
+13% +$1.98M 7.83% 6
2014
Q4 		$14.8M Buy
157,508
+52,176
+50% +$4.88M 7.79% 6
2014
Q3 		$9.99M Buy
+105,332
New +$10M 5% 9

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Regal Partners's MCD Position: Q3 2015 in Review

Regal Partners sold out of McDonald's (MCD) in Q3 2015, closing a stake of 48,533 shares — an estimated $4.61M sold.

Regal Partners first reported a position in MCD in Q3 2014 and held it in 4 quarters. The position peaked at $17.4M in Q1 2015. 1,494 funds tracked by Wall St. Rank hold MCD as of Q3 2015.

  • Regal Partners reported no remaining McDonald's position as of Q3 2015 after selling out during the quarter.
  • Regal Partners sold 48,533 McDonald's shares in Q3 2015, an estimated $4.61M.
  • Regal Partners first reported a position in McDonald's in Q3 2014 and held it in 4 quarters.
  • Regal Partners's McDonald's position peaked at $17.4M in Q1 2015.
  • 1,494 funds tracked by Wall St. Rank held McDonald's as of Q3 2015.

Based on Regal Partners's 13F filing for Q3 2015, filed 13 Nov 2015.