Taylor Cottrill’s McDonald's MCD Stock Holding History

Taylor Cottrill’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	$4.27M	Sell	36,172 -2,050	-5%	-$229K	2.2%	12
2015 Q3	$3.77M	Sell	38,222 -1,775	-4%	-$173K	2.05%	18
2015 Q2	$3.8M	Sell	39,997 -11,356	-22%	-$1.1M	1.83%	20
2015 Q1	$5M	Sell	51,353 -2,965	-5%	-$281K	2.38%	11
2014 Q4	$5.09M	Buy	54,318 +625	+1%	+$58.5K	2.39%	12
2014 Q3	$5.09M	Sell	53,693 -2,225	-4%	-$212K	2.49%	10
2014 Q2	$5.63M	Buy	55,918 +1,036	+2%	+$105K	2.73%	5
2014 Q1	$5.38M	Sell	54,882 -270	-0.5%	-$25.8K	2.78%	6
2013 Q4	$5.35M	Sell	55,152 -255	-0.5%	-$24.5K	2.78%	7
2013 Q3	$5.33M	Sell	55,407 -2,113	-4%	-$206K	2.99%	5
2013 Q2	$5.69M	Buy	+57,520	New	+$5.76M	3.29%	4

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

Taylor Cottrill's MCD Position: Q4 2015 in Review

Taylor Cottrill reduced its McDonald's (MCD) stake by 5.4% in Q4 2015, selling an estimated $229K and leaving 36,172 shares worth $4.27M. The position accounts for 2.2% of the portfolio, ranked #12.

Taylor Cottrill first reported a position in MCD in Q2 2013 and has held it in 11 quarters since. The position peaked at $5.69M in Q2 2013. 1,591 funds tracked by Wall St. Rank hold MCD as of Q4 2015.

Taylor Cottrill held 36,172 shares of McDonald's worth $4.27M as of Q4 2015.
Taylor Cottrill sold 2,050 McDonald's shares in Q4 2015, an estimated $229K.
McDonald's made up 2.2% of Taylor Cottrill's portfolio in Q4 2015, its #12 holding.
Taylor Cottrill first reported a position in McDonald's in Q2 2013 and has held it in 11 quarters since.
Taylor Cottrill's McDonald's position peaked at $5.69M in Q2 2013.
1,591 funds tracked by Wall St. Rank held McDonald's as of Q4 2015.

Based on Taylor Cottrill's 13F filing for Q4 2015, filed 5 Feb 2016.