Stevens First Principles Investment Advisors’s McDonald's MCD Stock Holding History

Stevens First Principles Investment 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 Q2	$6K	Buy	27 +9	+50%	+$1.78K	﹤0.01%	130
2019 Q1	$3K	Hold	18	–	–	﹤0.01%	143
2018 Q4	$3K	Hold	18	–	–	﹤0.01%	142
2018 Q3	$3K	Hold	18	–	–	﹤0.01%	150
2018 Q2	$3K	Buy	+18	New	+$2.92K	﹤0.01%	144
2015 Q1	–	Sell	-800	Closed	-$75K	–	220
2014 Q4	$75K	Sell	800 -2,332	-74%	-$218K	0.05%	121
2014 Q3	$297K	Hold	3,132	–	–	0.17%	80
2014 Q2	$316K	Buy	3,132 +152	+5%	+$15.3K	0.17%	75
2014 Q1	$292K	Hold	2,980	–	–	0.19%	68
2013 Q4	$289K	Sell	2,980 -261	-8%	-$25.1K	0.17%	72
2013 Q3	$312K	Hold	3,241	–	–	0.19%	71
2013 Q2	$321K	Buy	+3,241	New	+$325K	0.23%	63

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Stevens First Principles Investment Advisors's MCD Position: Q2 2019 in Review

Stevens First Principles Investment Advisors increased its McDonald's (MCD) stake by 50% in Q2 2019, buying an estimated $1.78K and bringing the position to 27 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #130.

Stevens First Principles Investment Advisors first reported a position in MCD in Q2 2013 and has held it in 12 quarters since. The position peaked at $321K in Q2 2013. 2,072 funds tracked by Wall St. Rank hold MCD as of Q2 2019.

Stevens First Principles Investment Advisors held 27 shares of McDonald's worth $6K as of Q2 2019.
Stevens First Principles Investment Advisors bought 9 McDonald's shares in Q2 2019, an estimated $1.78K.
McDonald's made up ﹤0.01% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #130 holding.
Stevens First Principles Investment Advisors first reported a position in McDonald's in Q2 2013 and has held it in 12 quarters since.
Stevens First Principles Investment Advisors's McDonald's position peaked at $321K in Q2 2013.
2,072 funds tracked by Wall St. Rank held McDonald's as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.