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Signature Financial Management’s McDonald's MCD Stock Holding History

Signature Financial 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
2018
Q4 		$976K Hold
5,495
– – 0.23% 47
2018
Q3 		$920K Hold
5,495
– – 0.16% 60
2018
Q2 		$860K Hold
5,495
– – 0.18% 61
2018
Q1 		$858K Sell
5,495
-144
-3% -$23.7K 0.18% 61
2017
Q4 		$971K Sell
5,639
-1,428
-20% -$240K 0.26% 47
2017
Q3 		$1.03M Buy
7,067
+230
+3% +$36K 0.31% 48
2017
Q2 		$1.05M Sell
6,837
-210
-3% -$30.4K 0.33% 47
2017
Q1 		$914K Hold
7,047
– – 0.29% 52
2016
Q4 		$857K Hold
7,047
– – 0.32% 52
2016
Q3 		$812K Hold
7,047
– – 0.33% 48
2016
Q2 		$847K Buy
7,047
+2
+0% +$250 0.4% 43
2016
Q1 		$886K Buy
7,045
+343
+5% +$41K 0.43% 44
2015
Q4 		$792K Sell
6,702
-107
-2% -$12K 0.39% 40
2015
Q3 		$671K Buy
6,809
+3,200
+89% +$312K 0.41% 40
2015
Q2 		$344K Buy
3,609
+100
+3% +$9.67K 0.22% 58
2015
Q1 		$341K Sell
3,509
-767
-18% -$72.8K 0.22% 56
2014
Q4 		$402K Hold
4,276
– – 0.28% 48
2014
Q3 		$405K Sell
4,276
-630
-13% -$60.1K 0.29% 45
2014
Q2 		$493K Buy
4,906
+573
+13% +$57.8K 0.37% 40
2014
Q1 		$424K Buy
4,333
+470
+12% +$44.9K 0.36% 44
2013
Q4 		$376K Sell
3,863
-100
-3% -$9.61K 0.29% 44
2013
Q3 		$382K Buy
3,963
+34
+0.9% +$3.32K 0.34% 41
2013
Q2 		$389K Buy
+3,929
New +$393K 0.27% 42

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

Signature Financial Management's MCD Position: Q4 2018 in Review

Signature Financial Management held its McDonald's (MCD) position steady in Q4 2018 at 5,495 shares worth $976K. The position accounts for 0.23% of the portfolio, ranked #47.

Signature Financial Management first reported a position in MCD in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.05M in Q2 2017. 2,004 funds tracked by Wall St. Rank hold MCD as of Q4 2018.

  • Signature Financial Management held 5,495 shares of McDonald's worth $976K as of Q4 2018.
  • Signature Financial Management left its McDonald's share count unchanged in Q4 2018.
  • McDonald's made up 0.23% of Signature Financial Management's portfolio in Q4 2018, its #47 holding.
  • Signature Financial Management first reported a position in McDonald's in Q2 2013 and has held it in 23 quarters since.
  • Signature Financial Management's McDonald's position peaked at $1.05M in Q2 2017.
  • 2,004 funds tracked by Wall St. Rank held McDonald's as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.