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

Strategic Capital Group’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
2014
Q2 		$3.97M Sell
39,424
-979
-2% -$98.8K 1.24% 26
2014
Q1 		$3.96M Buy
40,403
+24,450
+153% +$2.34M 1.28% 20
2013
Q4 		$1.55M Sell
15,953
-8,189
-34% -$787K 1.21% 27
2013
Q3 		$2.32M Sell
24,142
-1,116
-4% -$109K 0.87% 43
2013
Q2 		$2.5M Buy
+25,258
New +$2.53M 1.24% 20

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Strategic Capital Group's MCD Position: Q2 2014 in Review

Strategic Capital Group reduced its McDonald's (MCD) stake by 2.4% in Q2 2014, selling an estimated $98.8K and leaving 39,424 shares worth $3.97M. The position accounts for 1.24% of the portfolio, ranked #26.

Strategic Capital Group first reported a position in MCD in Q2 2013 and has held it in 5 quarters since. 1,488 funds tracked by Wall St. Rank hold MCD as of Q2 2014.

  • Strategic Capital Group held 39,424 shares of McDonald's worth $3.97M as of Q2 2014.
  • Strategic Capital Group sold 979 McDonald's shares in Q2 2014, an estimated $98.8K.
  • McDonald's made up 1.24% of Strategic Capital Group's portfolio in Q2 2014, its #26 holding.
  • Strategic Capital Group first reported a position in McDonald's in Q2 2013 and has held it in 5 quarters since.
  • 1,488 funds tracked by Wall St. Rank held McDonald's as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.