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Steel Grove Capital Advisors’s McDonald's MCD Stock Holding History

Steel Grove Capital 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
2019
Q1 		– Sell
-2,543
Closed -$452K – 210
2018
Q4 		$452K Sell
2,543
-34
-1% -$6.03K 0.06% 206
2018
Q3 		$431K Buy
2,577
+238
+10% +$38.1K 0.06% 214
2018
Q2 		$366K Sell
2,339
-2,328
-50% -$377K 0.06% 226
2018
Q1 		$730K Sell
4,667
-54
-1% -$8.88K 0.11% 165
2017
Q4 		$813K Buy
4,721
+2,256
+92% +$379K 0.12% 154
2017
Q3 		$386K Sell
2,465
-1,427
-37% -$224K 0.07% 195
2017
Q2 		$596K Buy
3,892
+247
+7% +$35.7K 0.11% 153
2017
Q1 		$472K Buy
+3,645
New +$457K 0.08% 172
2016
Q1 		– Sell
-37,546
Closed -$4.44M – 198
2015
Q4 		$4.44M Sell
37,546
-2,732
-7% -$305K 1.1% 24
2015
Q3 		$3.97M Sell
40,278
-10,863
-21% -$1.06M 0.99% 36
2015
Q2 		$4.86M Buy
51,141
+1,150
+2% +$111K 1.08% 40
2015
Q1 		$4.87M Buy
+49,991
New +$4.74M 1.1% 46
2014
Q3 		$4.07M Buy
42,946
+2,239
+6% +$214K 0.95% 52
2014
Q2 		$4.1M Buy
40,707
+224
+0.6% +$22.6K 0.97% 43
2014
Q1 		$3.97M Buy
40,483
+6,497
+19% +$621K 0.99% 43
2013
Q4 		$3.3M Buy
33,986
+5,371
+19% +$516K 0.83% 52
2013
Q3 		$2.75M Buy
28,615
+1,148
+4% +$112K 0.78% 50
2013
Q2 		$2.72M Buy
+27,467
New +$2.75M 0.87% 41

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steel Grove Capital Advisors's MCD Position: Q1 2019 in Review

Steel Grove Capital Advisors sold out of McDonald's (MCD) in Q1 2019, closing a stake of 2,543 shares — an estimated $452K sold.

Steel Grove Capital Advisors first reported a position in MCD in Q2 2013 and held it in 18 quarters. The position peaked at $4.87M in Q1 2015. 2,048 funds tracked by Wall St. Rank hold MCD as of Q1 2019.

  • Steel Grove Capital Advisors reported no remaining McDonald's position as of Q1 2019 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 2,543 McDonald's shares in Q1 2019, an estimated $452K.
  • Steel Grove Capital Advisors first reported a position in McDonald's in Q2 2013 and held it in 18 quarters.
  • Steel Grove Capital Advisors's McDonald's position peaked at $4.87M in Q1 2015.
  • 2,048 funds tracked by Wall St. Rank held McDonald's as of Q1 2019.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.