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Saratoga Research & Investment Management’s McDonald's MCD Stock Holding History

Saratoga Research & Investment Management’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
2016
Q1 		– Sell
-115,369
Closed -$13.6M – 49
2015
Q4 		$13.6M Sell
115,369
-75,062
-39% -$8.39M 1.32% 27
2015
Q3 		$18.8M Sell
190,431
-21,422
-10% -$2.09M 1.88% 25
2015
Q2 		$20.1M Sell
211,853
-15,654
-7% -$1.51M 1.92% 27
2015
Q1 		$22.2M Sell
227,507
-183,300
-45% -$17.4M 2.07% 24
2014
Q4 		$38.5M Sell
410,807
-14,931
-4% -$1.4M 3.56% 13
2014
Q3 		$40.4M Buy
425,738
+11,157
+3% +$1.06M 3.99% 9
2014
Q2 		$41.8M Buy
414,581
+11,979
+3% +$1.21M 4.16% 8
2014
Q1 		$39.5M Buy
402,602
+23,189
+6% +$2.22M 4.02% 11
2013
Q4 		$36.8M Buy
379,413
+25,081
+7% +$2.41M 3.92% 12
2013
Q3 		$34.1M Buy
354,332
+3,839
+1% +$375K 4.01% 10
2013
Q2 		$34.7M Buy
+350,493
New +$35.1M 4.08% 11

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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 $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Saratoga Research & Investment Management's MCD Position: Q1 2016 in Review

Saratoga Research & Investment Management sold out of McDonald's (MCD) in Q1 2016, closing a stake of 115,369 shares — an estimated $13.6M sold.

Saratoga Research & Investment Management first reported a position in MCD in Q2 2013 and held it in 11 quarters. The position peaked at $41.8M in Q2 2014. 1,601 funds tracked by Wall St. Rank hold MCD as of Q1 2016.

  • Saratoga Research & Investment Management reported no remaining McDonald's position as of Q1 2016 after selling out during the quarter.
  • Saratoga Research & Investment Management sold 115,369 McDonald's shares in Q1 2016, an estimated $13.6M.
  • Saratoga Research & Investment Management first reported a position in McDonald's in Q2 2013 and held it in 11 quarters.
  • Saratoga Research & Investment Management's McDonald's position peaked at $41.8M in Q2 2014.
  • 1,601 funds tracked by Wall St. Rank held McDonald's as of Q1 2016.

Based on Saratoga Research & Investment Management's 13F filing for Q1 2016, filed 28 Apr 2016.