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Stralem & Co’s McDonald's MCD Stock Holding History

Stralem & Co’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
2013
Q4 		– Sell
-1,125,178
Closed -$108M – 52
2013
Q3 		$108M Sell
1,125,178
-44,451
-4% -$4.34M 3.3% 16
2013
Q2 		$116M Buy
+1,169,629
New +$117M 3.5% 9

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Stralem & Co's MCD Position: Q4 2013 in Review

Stralem & Co sold out of McDonald's (MCD) in Q4 2013, closing a stake of 1,125,178 shares — an estimated $108M sold.

Stralem & Co first reported a position in MCD in Q2 2013 and held it in 2 quarters. The position peaked at $116M in Q2 2013. 1,493 funds tracked by Wall St. Rank hold MCD as of Q4 2013.

  • Stralem & Co reported no remaining McDonald's position as of Q4 2013 after selling out during the quarter.
  • Stralem & Co sold 1,125,178 McDonald's shares in Q4 2013, an estimated $108M.
  • Stralem & Co first reported a position in McDonald's in Q2 2013 and held it in 2 quarters.
  • Stralem & Co's McDonald's position peaked at $116M in Q2 2013.
  • 1,493 funds tracked by Wall St. Rank held McDonald's as of Q4 2013.

Based on Stralem & Co's 13F filing for Q4 2013, filed 24 Jan 2014.