Rothschild & Co Asset Management US’s McDonald's MCD Stock Holding History

Rothschild & Co Asset Management US’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
2018 Q1	–	Sell	-116,068	Closed	-$20M	–	357
2017 Q4	$20M	Sell	116,068 -63,584	-35%	-$10.7M	0.21%	192
2017 Q3	$28.1M	Sell	179,652 -19,565	-10%	-$3.07M	0.31%	136
2017 Q2	$30.5M	Sell	199,217 -17,223	-8%	-$2.49M	0.34%	94
2017 Q1	$28.1M	Sell	216,440 -14,163	-6%	-$1.78M	0.32%	107
2016 Q4	$28.1M	Buy	230,603 +4,497	+2%	+$527K	0.36%	84
2016 Q3	$26.1M	Sell	226,106 -7,671	-3%	-$909K	0.45%	67
2016 Q2	$28.1M	Sell	233,777 -29,619	-11%	-$3.71M	0.51%	44
2016 Q1	$33.1M	Buy	263,396 +260,807	+10,074%	+$31.2M	0.62%	42
2015 Q4	$306K	Buy	+2,589	New	+$289K	0.01%	373

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Rothschild & Co Asset Management US's MCD Position: Q1 2018 in Review

Rothschild & Co Asset Management US sold out of McDonald's (MCD) in Q1 2018, closing a stake of 116,068 shares — an estimated $20M sold.

Rothschild & Co Asset Management US first reported a position in MCD in Q4 2015 and held it in 9 quarters. The position peaked at $33.1M in Q1 2016. 1,847 funds tracked by Wall St. Rank hold MCD as of Q1 2018.

Rothschild & Co Asset Management US reported no remaining McDonald's position as of Q1 2018 after selling out during the quarter.
Rothschild & Co Asset Management US sold 116,068 McDonald's shares in Q1 2018, an estimated $20M.
Rothschild & Co Asset Management US first reported a position in McDonald's in Q4 2015 and held it in 9 quarters.
Rothschild & Co Asset Management US's McDonald's position peaked at $33.1M in Q1 2016.
1,847 funds tracked by Wall St. Rank held McDonald's as of Q1 2018.

Based on Rothschild & Co Asset Management US's 13F filing for Q1 2018, filed 8 May 2018.