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Sapphire Star Partners’s McDonald's MCD Stock Holding History

Sapphire Star 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
2018
Q4 		$2.27M Sell
12,803
-497
-4% -$88.1K 3.04% 6
2018
Q3 		$2.23M Sell
13,300
-1,801
-12% -$289K 2.23% 7
2018
Q2 		$2.37M Sell
15,101
-99
-0.7% -$16.1K 2.44% 7
2018
Q1 		$2.38M Buy
15,200
+1,100
+8% +$181K 2.63% 7
2017
Q4 		$2.43M Sell
14,100
-6,000
-30% -$1.01M 2.87% 5
2017
Q3 		$3.15M Sell
20,100
-6,200
-24% -$972K 4.08% 7
2017
Q2 		$4.03M Buy
26,300
+9,300
+55% +$1.34M 5.1% 6
2017
Q1 		$2.2M Sell
17,000
-18,001
-51% -$2.26M 2.51% 11
2016
Q4 		$4.26M Sell
35,001
-2,100
-6% -$246K 4.74% 6
2016
Q3 		$4.28M Sell
37,101
-1,460
-4% -$173K 5.17% 6
2016
Q2 		$4.64M Sell
38,561
-32,441
-46% -$4.06M 5.93% 5
2016
Q1 		$8.39M Buy
71,002
+35,501
+100% +$4.24M 6.65% 4
2015
Q4 		$4.19M Buy
+35,501
New +$3.97M 5.55% 5

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Sapphire Star Partners's MCD Position: Q4 2018 in Review

Sapphire Star Partners reduced its McDonald's (MCD) stake by 3.7% in Q4 2018, selling an estimated $88.1K and leaving 12,803 shares worth $2.27M. The position accounts for 3.04% of the portfolio, ranked #6.

Sapphire Star Partners first reported a position in MCD in Q4 2015 and has held it in 13 quarters since. The position peaked at $8.39M in Q1 2016. 2,004 funds tracked by Wall St. Rank hold MCD as of Q4 2018.

  • Sapphire Star Partners held 12,803 shares of McDonald's worth $2.27M as of Q4 2018.
  • Sapphire Star Partners sold 497 McDonald's shares in Q4 2018, an estimated $88.1K.
  • McDonald's made up 3.04% of Sapphire Star Partners's portfolio in Q4 2018, its #6 holding.
  • Sapphire Star Partners first reported a position in McDonald's in Q4 2015 and has held it in 13 quarters since.
  • Sapphire Star Partners's McDonald's position peaked at $8.39M in Q1 2016.
  • 2,004 funds tracked by Wall St. Rank held McDonald's as of Q4 2018.

Based on Sapphire Star Partners's 13F filing for Q4 2018, filed 12 Feb 2019.