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Robert N. Shapiro’s McDonald's MCD Stock Holding History

Robert N. Shapiro’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 		$2.35M Sell
25,044
-811
-3% -$75.9K 0.47% 56
2014
Q3 		$2.45M Sell
25,855
-1,598
-6% -$152K 0.47% 59
2014
Q2 		$2.77M Sell
27,453
-4,108
-13% -$415K 0.53% 53
2014
Q1 		$3.09M Sell
31,561
-1,145
-4% -$109K 0.57% 42
2013
Q4 		$3.17M Sell
32,706
-567
-2% -$54.5K 0.57% 48
2013
Q3 		$3.2M Sell
33,273
-11,896
-26% -$1.16M 0.56% 49
2013
Q2 		$4.47M Buy
+45,169
New +$4.52M 0.94% 24

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

Robert N. Shapiro's MCD Position: Q4 2014 in Review

Robert N. Shapiro reduced its McDonald's (MCD) stake by 3.1% in Q4 2014, selling an estimated $75.9K and leaving 25,044 shares worth $2.35M. The position accounts for 0.47% of the portfolio, ranked #56.

Robert N. Shapiro first reported a position in MCD in Q2 2013 and has held it in 7 quarters since. The position peaked at $4.47M in Q2 2013. 1,552 funds tracked by Wall St. Rank hold MCD as of Q4 2014.

  • Robert N. Shapiro held 25,044 shares of McDonald's worth $2.35M as of Q4 2014.
  • Robert N. Shapiro sold 811 McDonald's shares in Q4 2014, an estimated $75.9K.
  • McDonald's made up 0.47% of Robert N. Shapiro's portfolio in Q4 2014, its #56 holding.
  • Robert N. Shapiro first reported a position in McDonald's in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's McDonald's position peaked at $4.47M in Q2 2013.
  • 1,552 funds tracked by Wall St. Rank held McDonald's as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.