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Rockefeller Financial Services’s McDonald's MCD Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$11.9M Buy
69,071
+48,965
+244% +$8.22M 0.19% 102
2017
Q3 		$3.15M Hold
20,106
– – 0.06% 132
2017
Q2 		$3.08M Hold
20,106
– – 0.06% 126
2017
Q1 		$2.61M Sell
20,106
-3,275
-14% -$411K 0.05% 131
2016
Q4 		$2.85M Hold
23,381
– – 0.06% 133
2016
Q3 		$2.7M Sell
23,381
-214
-0.9% -$25.4K 0.06% 131
2016
Q2 		$2.84M Buy
23,595
+6,873
+41% +$861K 0.06% 132
2016
Q1 		$2.1M Sell
16,722
-834
-5% -$99.7K 0.04% 142
2015
Q4 		$2.07M Sell
17,556
-849
-5% -$94.9K 0.04% 151
2015
Q3 		$1.81M Buy
18,405
+4,471
+32% +$436K 0.04% 156
2015
Q2 		$1.32M Sell
13,934
-530
-4% -$51.3K 0.03% 171
2015
Q1 		$1.41M Sell
14,464
-1,289
-8% -$122K 0.03% 174
2014
Q4 		$1.48M Sell
15,753
-83,855
-84% -$7.85M 0.03% 170
2014
Q3 		$9.44M Sell
99,608
-109,235
-52% -$10.4M 0.21% 88
2014
Q2 		$21M Sell
208,843
-5,104
-2% -$515K 0.47% 55
2014
Q1 		$21M Sell
213,947
-1,827
-0.8% -$175K 0.45% 62
2013
Q4 		$20.9M Buy
215,774
+28,731
+15% +$2.76M 0.45% 63
2013
Q3 		$18M Buy
187,043
+18,784
+11% +$1.83M 0.42% 65
2013
Q2 		$16.7M Buy
+168,259
New +$16.8M 0.4% 62

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Financial Services's MCD Position: Q4 2017 in Review

Rockefeller Financial Services increased its McDonald's (MCD) stake by 244% in Q4 2017, buying an estimated $8.22M and bringing the position to 69,071 shares worth $11.9M. The position accounts for 0.19% of the portfolio, ranked #102.

Rockefeller Financial Services first reported a position in MCD in Q2 2013 and has held it in 19 quarters since. The position peaked at $21M in Q2 2014. 1,890 funds tracked by Wall St. Rank hold MCD as of Q4 2017.

  • Rockefeller Financial Services held 69,071 shares of McDonald's worth $11.9M as of Q4 2017.
  • Rockefeller Financial Services bought 48,965 McDonald's shares in Q4 2017, an estimated $8.22M.
  • McDonald's made up 0.19% of Rockefeller Financial Services's portfolio in Q4 2017, its #102 holding.
  • Rockefeller Financial Services first reported a position in McDonald's in Q2 2013 and has held it in 19 quarters since.
  • Rockefeller Financial Services's McDonald's position peaked at $21M in Q2 2014.
  • 1,890 funds tracked by Wall St. Rank held McDonald's as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.