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Strategic Capital Alternatives’s McDonald's MCD Stock Holding History

Strategic Capital Alternatives’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
Q3 		$2.76M Sell
28,023
-1,780
-6% -$173K 0.58% 46
2015
Q2 		$2.84M Sell
29,803
-235
-0.8% -$22.7K 0.68% 50
2015
Q1 		$2.93M Sell
30,038
-3,056
-9% -$290K 0.73% 52
2014
Q4 		$3.1M Sell
33,094
-905
-3% -$84.7K 1.21% 29
2014
Q3 		$3.22M Buy
+33,999
New +$3.24M 1.14% 27

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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Strategic Capital Alternatives's MCD Position: Q3 2015 in Review

Strategic Capital Alternatives reduced its McDonald's (MCD) stake by 6% in Q3 2015, selling an estimated $173K and leaving 28,023 shares worth $2.76M. The position accounts for 0.58% of the portfolio, ranked #46.

Strategic Capital Alternatives first reported a position in MCD in Q3 2014 and has held it in 5 quarters since. The position peaked at $3.22M in Q3 2014. 1,495 funds tracked by Wall St. Rank hold MCD as of Q3 2015.

  • Strategic Capital Alternatives held 28,023 shares of McDonald's worth $2.76M as of Q3 2015.
  • Strategic Capital Alternatives sold 1,780 McDonald's shares in Q3 2015, an estimated $173K.
  • McDonald's made up 0.58% of Strategic Capital Alternatives's portfolio in Q3 2015, its #46 holding.
  • Strategic Capital Alternatives first reported a position in McDonald's in Q3 2014 and has held it in 5 quarters since.
  • Strategic Capital Alternatives's McDonald's position peaked at $3.22M in Q3 2014.
  • 1,495 funds tracked by Wall St. Rank held McDonald's as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.