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Ronald Blue & Co’s McDonald's MCD Stock Holding History

Ronald Blue & Co’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
Q2 		$386K Sell
2,515
-92
-4% -$13.3K 0.01% 138
2017
Q1 		$338K Buy
2,607
+38
+1% +$4.77K 0.01% 147
2016
Q4 		$312K Buy
2,569
+334
+15% +$39.2K 0.01% 148
2016
Q3 		$257K Sell
2,235
-109
-5% -$12.9K 0.01% 154
2016
Q2 		$282K Sell
2,344
-325
-12% -$40.7K 0.01% 149
2016
Q1 		$335K Sell
2,669
-579
-18% -$69.2K 0.02% 127
2015
Q4 		$384K Sell
3,248
-5,154
-61% -$576K 0.02% 109
2015
Q3 		$828K Sell
8,402
-1,914
-19% -$186K 0.04% 90
2015
Q2 		$981K Buy
10,316
+364
+4% +$35.2K 0.05% 89
2015
Q1 		$970K Sell
9,952
-677
-6% -$64.2K 0.05% 92
2014
Q4 		$996K Sell
10,629
-1,110
-9% -$104K 0.05% 89
2014
Q3 		$1.11M Sell
11,739
-329
-3% -$31.4K 0.07% 65
2014
Q2 		$1.22M Sell
12,068
-206
-2% -$20.8K 0.08% 65
2014
Q1 		$1.2M Buy
12,274
+998
+9% +$95.4K 0.09% 61
2013
Q4 		$1.09M Sell
11,276
-799
-7% -$76.8K 0.08% 71
2013
Q3 		$1.16M Buy
12,075
+10,659
+753% +$1.04M 0.09% 59
2013
Q2 		$140K Buy
+1,416
New +$142K 0.01% 154

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ronald Blue & Co's MCD Position: Q2 2017 in Review

Ronald Blue & Co reduced its McDonald's (MCD) stake by 3.5% in Q2 2017, selling an estimated $13.3K and leaving 2,515 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #138.

Ronald Blue & Co first reported a position in MCD in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.22M in Q2 2014. 1,694 funds tracked by Wall St. Rank hold MCD as of Q2 2017.

  • Ronald Blue & Co held 2,515 shares of McDonald's worth $386K as of Q2 2017.
  • Ronald Blue & Co sold 92 McDonald's shares in Q2 2017, an estimated $13.3K.
  • McDonald's made up 0.01% of Ronald Blue & Co's portfolio in Q2 2017, its #138 holding.
  • Ronald Blue & Co first reported a position in McDonald's in Q2 2013 and has held it in 17 quarters since.
  • Ronald Blue & Co's McDonald's position peaked at $1.22M in Q2 2014.
  • 1,694 funds tracked by Wall St. Rank held McDonald's as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.