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Stanford Investment Group’s McDonald's MCD Stock Holding History

Stanford Investment Group’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
2017
Q1 		– Sell
-1,067
Closed -$130K – 167
2016
Q4 		$130K Buy
1,067
+2
+0.2% +$235 0.06% 74
2016
Q3 		$123K Buy
1,065
+1
+0.1% +$118 0.06% 83
2016
Q2 		$128K Buy
1,064
+2
+0.2% +$250 0.07% 78
2016
Q1 		$133K Sell
1,062
-114
-10% -$13.6K 0.07% 76
2015
Q4 		$139K Buy
1,176
+117
+11% +$13.1K 0.08% 78
2015
Q3 		$104K Buy
1,059
+1
+0.1% +$97 0.08% 78
2015
Q2 		$101K Buy
1,058
+3
+0.3% +$290 0.08% 83
2015
Q1 		$103K Buy
1,055
+3
+0.3% +$285 0.08% 85
2014
Q4 		$99K Buy
+1,052
New +$98.5K 0.08% 91

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Stanford Investment Group's MCD Position: Q1 2017 in Review

Stanford Investment Group sold out of McDonald's (MCD) in Q1 2017, closing a stake of 1,067 shares — an estimated $130K sold.

Stanford Investment Group first reported a position in MCD in Q4 2014 and held it in 9 quarters. The position peaked at $139K in Q4 2015. 1,650 funds tracked by Wall St. Rank hold MCD as of Q1 2017.

  • Stanford Investment Group reported no remaining McDonald's position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 1,067 McDonald's shares in Q1 2017, an estimated $130K.
  • Stanford Investment Group first reported a position in McDonald's in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's McDonald's position peaked at $139K in Q4 2015.
  • 1,650 funds tracked by Wall St. Rank held McDonald's as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.