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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

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stokes & Hubbell Capital Management's MCD Position: Q1 2019 in Review

Stokes & Hubbell Capital Management reduced its McDonald's (MCD) stake by 4.7% in Q1 2019, selling an estimated $58.3K and leaving 6,553 shares worth $1.24M. The position accounts for 0.26% of the portfolio, ranked #69.

Stokes & Hubbell Capital Management first reported a position in MCD in Q3 2015 and has held it in 15 quarters since. 2,048 funds tracked by Wall St. Rank hold MCD as of Q1 2019.

  • Stokes & Hubbell Capital Management held 6,553 shares of McDonald's worth $1.24M as of Q1 2019.
  • Stokes & Hubbell Capital Management sold 321 McDonald's shares in Q1 2019, an estimated $58.3K.
  • McDonald's made up 0.26% of Stokes & Hubbell Capital Management's portfolio in Q1 2019, its #69 holding.
  • Stokes & Hubbell Capital Management first reported a position in McDonald's in Q3 2015 and has held it in 15 quarters since.
  • 2,048 funds tracked by Wall St. Rank held McDonald's as of Q1 2019.

Based on Stokes & Hubbell Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.