Stonehage Fleming (UK)’s McDonald's MCD Stock Holding History

Stonehage Fleming (UK)’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
2015 Q4	$35K	Sell	300 -300	-50%	-$33.5K	0.02%	190
2015 Q3	$59K	Hold	600	–	–	0.03%	173
2015 Q2	$57K	Hold	600	–	–	0.03%	165
2015 Q1	$58K	Sell	600 -300	-33%	-$28.5K	0.03%	162
2014 Q4	$56K	Hold	900	–	–	0.03%	160
2014 Q3	$57K	Hold	900	–	–	0.03%	180
2014 Q2	$91K	Sell	900 -1,700	-65%	-$172K	0.04%	144
2014 Q1	$254K	Buy	+2,600	New	+$249K	0.11%	133

Other funds holding MCD

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

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Stonehage Fleming (UK)'s MCD Position: Q4 2015 in Review

Stonehage Fleming (UK) reduced its McDonald's (MCD) stake by 50% in Q4 2015, selling an estimated $33.5K and leaving 300 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #190.

Stonehage Fleming (UK) first reported a position in MCD in Q1 2014 and has held it in 8 quarters since. The position peaked at $254K in Q1 2014. 1,591 funds tracked by Wall St. Rank hold MCD as of Q4 2015.

Stonehage Fleming (UK) held 300 shares of McDonald's worth $35K as of Q4 2015.
Stonehage Fleming (UK) sold 300 McDonald's shares in Q4 2015, an estimated $33.5K.
McDonald's made up 0.02% of Stonehage Fleming (UK)'s portfolio in Q4 2015, its #190 holding.
Stonehage Fleming (UK) first reported a position in McDonald's in Q1 2014 and has held it in 8 quarters since.
Stonehage Fleming (UK)'s McDonald's position peaked at $254K in Q1 2014.
1,591 funds tracked by Wall St. Rank held McDonald's as of Q4 2015.

Based on Stonehage Fleming (UK)'s 13F filing for Q4 2015, filed 11 Oct 2019.