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Schaller Investment Group’s McDonald's MCD Stock Holding History

Schaller Investment Group’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
2013
Q3 		– Sell
-26,775
Closed -$2.65M – 45
2013
Q2 		$2.65M Buy
+26,775
New +$2.68M 1.82% 15

Other funds holding MCD

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schaller Investment Group's MCD Position: Q3 2013 in Review

Schaller Investment Group sold out of McDonald's (MCD) in Q3 2013, closing a stake of 26,775 shares — an estimated $2.65M sold.

Schaller Investment Group first reported a position in MCD in Q2 2013 and held it in 1 quarter. The position peaked at $2.65M in Q2 2013. 1,372 funds tracked by Wall St. Rank hold MCD as of Q3 2013.

  • Schaller Investment Group reported no remaining McDonald's position as of Q3 2013 after selling out during the quarter.
  • Schaller Investment Group sold 26,775 McDonald's shares in Q3 2013, an estimated $2.65M.
  • Schaller Investment Group first reported a position in McDonald's in Q2 2013 and held it in 1 quarter.
  • Schaller Investment Group's McDonald's position peaked at $2.65M in Q2 2013.
  • 1,372 funds tracked by Wall St. Rank held McDonald's as of Q3 2013.

Based on Schaller Investment Group's 13F filing for Q3 2013, filed 12 Nov 2013.