Staton Financial Advisors’s McDonald's MCD Stock Holding History

Staton Financial Advisors’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 Q2	$4.97M	Sell	32,426 -1,912	-6%	-$276K	4.22%	2
2017 Q1	$4.45M	Sell	34,338 -416	-1%	-$52.2K	3.82%	5
2016 Q4	$4.23M	Sell	34,754 -356	-1%	-$41.7K	3.82%	6
2016 Q3	$4.05M	Sell	35,110 -741	-2%	-$87.8K	3.71%	7
2016 Q2	$4.31M	Sell	35,851 -6,826	-16%	-$855K	3.95%	7
2016 Q1	$5.36M	Sell	42,677 -8,387	-16%	-$1M	5.14%	1
2015 Q4	$6.03M	Sell	51,064 -3,454	-6%	-$386K	6.17%	2
2015 Q3	$5.37M	Sell	54,518 -3,573	-6%	-$348K	5.69%	2
2015 Q2	$5.52M	Sell	58,091 -80	-0.1%	-$7.74K	5.24%	3
2015 Q1	$5.67M	Buy	+58,171	New	+$5.52M	5.18%	1

Other funds holding MCD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Staton Financial Advisors's MCD Position: Q2 2017 in Review

Staton Financial Advisors reduced its McDonald's (MCD) stake by 5.6% in Q2 2017, selling an estimated $276K and leaving 32,426 shares worth $4.97M. The position accounts for 4.22% of the portfolio, ranked #2.

Staton Financial Advisors first reported a position in MCD in Q1 2015 and has held it in 10 quarters since. The position peaked at $6.03M in Q4 2015. 1,694 funds tracked by Wall St. Rank hold MCD as of Q2 2017.

Staton Financial Advisors held 32,426 shares of McDonald's worth $4.97M as of Q2 2017.
Staton Financial Advisors sold 1,912 McDonald's shares in Q2 2017, an estimated $276K.
McDonald's made up 4.22% of Staton Financial Advisors's portfolio in Q2 2017, its #2 holding.
Staton Financial Advisors first reported a position in McDonald's in Q1 2015 and has held it in 10 quarters since.
Staton Financial Advisors's McDonald's position peaked at $6.03M in Q4 2015.
1,694 funds tracked by Wall St. Rank held McDonald's as of Q2 2017.

Based on Staton Financial Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.