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Sentry Investments’s McDonald's MCD Stock Holding History

Sentry Investments’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
-7,700
Closed -$1.32M – 215
2017
Q4 		$1.32M Buy
+7,700
New +$1.29M 0.02% 175
2017
Q1 		– Sell
-59,100
Closed -$7.19M – 157
2016
Q4 		$7.19M Sell
59,100
-70,600
-54% -$8.28M 0.05% 119
2016
Q3 		$15K Buy
129,700
+34,400
+36% +$4.08M 0.13% 90
2016
Q2 		$11.5K Buy
95,300
+41,000
+76% +$5.13M 0.11% 94
2016
Q1 		$6.82K Buy
+54,300
New +$6.49M 0.08% 107
2015
Q4 		– Sell
-626,850
Closed -$61.8K – 170
2015
Q3 		$61.8K Sell
626,850
-165,000
-21% -$16.1M 0.75% 36
2015
Q2 		$75.3K Sell
791,850
-523,550
-40% -$50.6M 0.88% 36
2015
Q1 		$128M Sell
1,315,400
-293,400
-18% -$27.8M 1.62% 17
2014
Q4 		$151M Sell
1,608,800
-184,000
-10% -$17.2M 1.89% 10
2014
Q3 		$170M Buy
1,792,800
+603,600
+51% +$57.6M 2.14% 11
2014
Q2 		$120M Sell
1,189,200
-55,000
-4% -$5.55M 1.49% 18
2014
Q1 		$122M Buy
1,244,200
+639,100
+106% +$61.1M 1.73% 14
2013
Q4 		$58.7M Buy
+605,100
New +$58.1M 0.99% 35

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sentry Investments's MCD Position: Q1 2018 in Review

Sentry Investments sold out of McDonald's (MCD) in Q1 2018, closing a stake of 7,700 shares — an estimated $1.32M sold.

Sentry Investments first reported a position in MCD in Q4 2013 and held it in 13 quarters. The position peaked at $170M in Q3 2014. 1,846 funds tracked by Wall St. Rank hold MCD as of Q1 2018.

  • Sentry Investments reported no remaining McDonald's position as of Q1 2018 after selling out during the quarter.
  • Sentry Investments sold 7,700 McDonald's shares in Q1 2018, an estimated $1.32M.
  • Sentry Investments first reported a position in McDonald's in Q4 2013 and held it in 13 quarters.
  • Sentry Investments's McDonald's position peaked at $170M in Q3 2014.
  • 1,846 funds tracked by Wall St. Rank held McDonald's as of Q1 2018.

Based on Sentry Investments's 13F filing for Q1 2018, filed 11 May 2018.