Schwartz Investment Counsel’s McDonald's MCD Stock Holding History

Schwartz Investment Counsel’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 Q2	–	Sell	-4,500	Closed	-$566K	–	136
2016 Q1	$566K	Hold	4,500	–	–	0.04%	114
2015 Q4	$532K	Hold	4,500	–	–	0.04%	122
2015 Q3	$443K	Hold	4,500	–	–	0.03%	131
2015 Q2	$428K	Hold	4,500	–	–	0.03%	149
2015 Q1	$438K	Hold	4,500	–	–	0.03%	153
2014 Q4	$422K	Hold	4,500	–	–	0.03%	151
2014 Q3	$427K	Hold	4,500	–	–	0.03%	149
2014 Q2	$453K	Hold	4,500	–	–	0.03%	156
2014 Q1	$441K	Hold	4,500	–	–	0.03%	164
2013 Q4	$437K	Hold	4,500	–	–	0.03%	176
2013 Q3	$433K	Hold	4,500	–	–	0.04%	180
2013 Q2	$446K	Buy	+4,500	New	+$451K	0.04%	171

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Schwartz Investment Counsel's MCD Position: Q2 2016 in Review

Schwartz Investment Counsel sold out of McDonald's (MCD) in Q2 2016, closing a stake of 4,500 shares — an estimated $566K sold.

Schwartz Investment Counsel first reported a position in MCD in Q2 2013 and held it in 12 quarters. The position peaked at $566K in Q1 2016. 1,580 funds tracked by Wall St. Rank hold MCD as of Q2 2016.

Schwartz Investment Counsel reported no remaining McDonald's position as of Q2 2016 after selling out during the quarter.
Schwartz Investment Counsel sold 4,500 McDonald's shares in Q2 2016, an estimated $566K.
Schwartz Investment Counsel first reported a position in McDonald's in Q2 2013 and held it in 12 quarters.
Schwartz Investment Counsel's McDonald's position peaked at $566K in Q1 2016.
1,580 funds tracked by Wall St. Rank held McDonald's as of Q2 2016.

Based on Schwartz Investment Counsel's 13F filing for Q2 2016, filed 9 Aug 2016.