South Georgia Capital’s McDonald's MCD Stock Holding History

South Georgia Capital’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
2015 Q3	$50K	Sell	507 -900	-64%	-$87.7K	0.12%	46
2015 Q2	$134K	Sell	1,407 -600	-30%	-$58K	0.27%	40
2015 Q1	$196K	Sell	2,007 -800	-29%	-$75.9K	0.37%	29
2014 Q4	$263K	Sell	2,807 -193	-6%	-$18.1K	0.47%	30
2014 Q3	$284K	Sell	3,000 -82,000	-96%	-$7.82M	0.42%	35
2014 Q2	$8.56M	Sell	85,000 -47,500	-36%	-$4.8M	10.09%	3
2014 Q1	$13M	Buy	132,500 +82,500	+165%	+$7.89M	11.09%	1
2013 Q4	$4.85M	Buy	+50,000	New	+$4.8M	3%	9

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BFA

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

South Georgia Capital's MCD Position: Q3 2015 in Review

South Georgia Capital reduced its McDonald's (MCD) stake by 64% in Q3 2015, selling an estimated $87.7K and leaving 507 shares worth $50K. The position accounts for 0.12% of the portfolio, ranked #46.

South Georgia Capital first reported a position in MCD in Q4 2013 and has held it in 8 quarters since. The position peaked at $13M in Q1 2014. 1,495 funds tracked by Wall St. Rank hold MCD as of Q3 2015.

South Georgia Capital held 507 shares of McDonald's worth $50K as of Q3 2015.
South Georgia Capital sold 900 McDonald's shares in Q3 2015, an estimated $87.7K.
McDonald's made up 0.12% of South Georgia Capital's portfolio in Q3 2015, its #46 holding.
South Georgia Capital first reported a position in McDonald's in Q4 2013 and has held it in 8 quarters since.
South Georgia Capital's McDonald's position peaked at $13M in Q1 2014.
1,495 funds tracked by Wall St. Rank held McDonald's as of Q3 2015.

Based on South Georgia Capital's 13F filing for Q3 2015, filed 10 Nov 2015.