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SII Investments’s McDonald's MCD Stock Holding History

SII 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
-5,346
Closed -$921K – 201
2017
Q4 		$921K Sell
5,346
-2,816
-35% -$473K 0.1% 157
2017
Q3 		$1.28M Sell
8,162
-1,734
-18% -$272K 0.07% 192
2017
Q2 		$1.52M Sell
9,896
-14,984
-60% -$2.17M 0.09% 176
2017
Q1 		$3.21M Buy
24,880
+4,213
+20% +$529K 0.22% 97
2016
Q4 		$2.51M Buy
20,667
+11,677
+130% +$1.37M 0.19% 105
2016
Q3 		$1.04M Sell
8,990
-63
-0.7% -$7.46K 0.08% 185
2016
Q2 		$1.09M Buy
9,053
+724
+9% +$90.7K 0.09% 184
2016
Q1 		$1.05M Sell
8,329
-2,079
-20% -$248K 0.1% 193
2015
Q4 		$1.23M Buy
10,408
+141
+1% +$15.8K 0.15% 130
2015
Q3 		$1.01M Sell
10,267
-6,057
-37% -$590K 0.12% 174
2015
Q2 		$1.56M Sell
16,324
-2,673
-14% -$259K 0.18% 123
2015
Q1 		$1.85M Sell
18,997
-5,166
-21% -$490K 0.22% 112
2014
Q4 		$2.26M Sell
24,163
-4,290
-15% -$402K 0.3% 82
2014
Q3 		$2.68M Buy
28,453
+695
+3% +$66.3K 0.36% 73
2014
Q2 		$2.8M Sell
27,758
-2,442
-8% -$247K 0.4% 66
2014
Q1 		$2.85M Buy
30,200
+252
+0.8% +$24.1K 0.53% 53
2013
Q4 		$2.92M Buy
29,948
+24,883
+491% +$2.39M 0.52% 49
2013
Q3 		$492K Sell
5,065
-27,498
-84% -$2.68M 0.12% 184
2013
Q2 		$3.22M Buy
+32,563
New +$3.26M 0.69% 28

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

SII Investments's MCD Position: Q1 2018 in Review

SII Investments sold out of McDonald's (MCD) in Q1 2018, closing a stake of 5,346 shares — an estimated $921K sold.

SII Investments first reported a position in MCD in Q2 2013 and held it in 19 quarters. The position peaked at $3.22M in Q2 2013. 1,846 funds tracked by Wall St. Rank hold MCD as of Q1 2018.

  • SII Investments reported no remaining McDonald's position as of Q1 2018 after selling out during the quarter.
  • SII Investments sold 5,346 McDonald's shares in Q1 2018, an estimated $921K.
  • SII Investments first reported a position in McDonald's in Q2 2013 and held it in 19 quarters.
  • SII Investments's McDonald's position peaked at $3.22M in Q2 2013.
  • 1,846 funds tracked by Wall St. Rank held McDonald's as of Q1 2018.

Based on SII Investments's 13F filing for Q1 2018.