Susquehanna Trust & Investment’s McDonald's MCD Stock Holding History

Susquehanna Trust & Investment’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 Q2	$205K	Sell	2,150 -1,425	-40%	-$138K	0.04%	104
2015 Q1	$348K	Sell	3,575 -56,430	-94%	-$5.35M	0.07%	80
2014 Q4	$5.62M	Buy	60,005 +16,155	+37%	+$1.51M	1.15%	50
2014 Q3	$4.16M	Buy	43,850 +41,575	+1,827%	+$3.97M	0.9%	56
2014 Q2	$229K	Sell	2,275 -200	-8%	-$20.2K	0.05%	91
2014 Q1	$243K	Sell	2,475 -200	-7%	-$19.1K	0.05%	87
2013 Q4	$260K	Hold	2,675	–	–	0.06%	81
2013 Q3	$257K	Sell	2,675 -125	-4%	-$12.2K	0.06%	75
2013 Q2	$277K	Buy	+2,800	New	+$280K	0.07%	68

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

BIT

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Susquehanna Trust & Investment's MCD Position: Q2 2015 in Review

Susquehanna Trust & Investment reduced its McDonald's (MCD) stake by 40% in Q2 2015, selling an estimated $138K and leaving 2,150 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #104.

Susquehanna Trust & Investment first reported a position in MCD in Q2 2013 and has held it in 9 quarters since. The position peaked at $5.62M in Q4 2014. 1,496 funds tracked by Wall St. Rank hold MCD as of Q2 2015.

Susquehanna Trust & Investment held 2,150 shares of McDonald's worth $205K as of Q2 2015.
Susquehanna Trust & Investment sold 1,425 McDonald's shares in Q2 2015, an estimated $138K.
McDonald's made up 0.04% of Susquehanna Trust & Investment's portfolio in Q2 2015, its #104 holding.
Susquehanna Trust & Investment first reported a position in McDonald's in Q2 2013 and has held it in 9 quarters since.
Susquehanna Trust & Investment's McDonald's position peaked at $5.62M in Q4 2014.
1,496 funds tracked by Wall St. Rank held McDonald's as of Q2 2015.

Based on Susquehanna Trust & Investment's 13F filing for Q2 2015, filed 24 Jul 2015.