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Sirios Capital Management’s McDonald's MCD Stock Holding History

Sirios Capital 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
2019
Q2 		– Sell
-367,267
Closed -$69.7M – 58
2019
Q1 		$69.7M Sell
367,267
-99,302
-21% -$18M 4.23% 7
2018
Q4 		$82.8M Buy
466,569
+24,649
+6% +$4.37M 5.01% 7
2018
Q3 		$73.9M Buy
441,920
+220,204
+99% +$35.3M 3.81% 9
2018
Q2 		$34.7M Buy
221,716
+150,404
+211% +$24.4M 1.81% 21
2018
Q1 		$11.2M Sell
71,312
-32,727
-31% -$5.38M 0.55% 41
2017
Q4 		$17.9M Sell
104,039
-58,984
-36% -$9.91M 0.89% 38
2017
Q3 		$25.5M Buy
163,023
+8,451
+5% +$1.32M 1.34% 28
2017
Q2 		$23.7M Sell
154,572
-158,599
-51% -$22.9M 1.18% 29
2017
Q1 		$40.6M Sell
313,171
-106,310
-25% -$13.3M 1.85% 19
2016
Q4 		$51.1M Sell
419,481
-137,187
-25% -$16.1M 2.5% 19
2016
Q3 		$64.2M Buy
556,668
+123,619
+29% +$14.6M 3.58% 11
2016
Q2 		$52.1M Buy
433,049
+118,701
+38% +$14.9M 2.5% 16
2016
Q1 		$39.5M Sell
314,348
-23,665
-7% -$2.83M 1.49% 26
2015
Q4 		$39.9M Buy
+338,013
New +$37.8M 1.45% 26

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sirios Capital Management's MCD Position: Q2 2019 in Review

Sirios Capital Management sold out of McDonald's (MCD) in Q2 2019, closing a stake of 367,267 shares — an estimated $69.7M sold.

Sirios Capital Management first reported a position in MCD in Q4 2015 and held it in 14 quarters. The position peaked at $82.8M in Q4 2018. 2,072 funds tracked by Wall St. Rank hold MCD as of Q2 2019.

  • Sirios Capital Management reported no remaining McDonald's position as of Q2 2019 after selling out during the quarter.
  • Sirios Capital Management sold 367,267 McDonald's shares in Q2 2019, an estimated $69.7M.
  • Sirios Capital Management first reported a position in McDonald's in Q4 2015 and held it in 14 quarters.
  • Sirios Capital Management's McDonald's position peaked at $82.8M in Q4 2018.
  • 2,072 funds tracked by Wall St. Rank held McDonald's as of Q2 2019.

Based on Sirios Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.