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SHCM
Stokes & Hubbell Capital Management’s
McDonald's
MCD
Stock Holding History
Stokes & Hubbell Capital Management’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
$1.24M
Sell
6,553
-321
-5%
-$58.3K
0.26%
69
2018
Q4
$1.22M
Buy
6,874
+158
+2%
+$28K
0.28%
67
2018
Q3
$1.12M
Buy
6,716
+6
+0.1%
+$962
0.23%
66
2018
Q2
$1.05M
Buy
6,710
+156
+2%
+$25.3K
0.24%
67
2018
Q1
$1.02M
Buy
6,554
+2
+0%
+$329
0.24%
67
2017
Q4
$1.13M
Buy
6,552
+3
+0%
+$504
0.27%
64
2017
Q3
$1.03M
Buy
6,549
+2
+0%
+$313
0.27%
64
2017
Q2
$1M
Buy
6,547
+128
+2%
+$18.5K
0.31%
56
2017
Q1
$832K
Buy
6,419
+3
+0%
+$376
0.28%
54
2016
Q4
$781K
Buy
6,416
+3
+0%
+$352
0.3%
52
2016
Q3
$740K
Buy
6,413
+3
+0%
+$355
0.31%
51
2016
Q2
$771K
Sell
6,410
-197
-3%
-$24.7K
0.33%
48
2016
Q1
$830K
Hold
6,607
–
–
0.38%
44
2015
Q4
$781K
Hold
6,607
–
–
0.42%
43
2015
Q3
$651K
Buy
+6,607
New
+$644K
0.4%
45
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1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
Capital Research Global Investors
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$645B AUM
30.41%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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