Taylor Frigon Capital Management’s McDonald's MCD Stock Holding History

Taylor Frigon Capital Management’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
2016 Q2	$801K	Sell	6,654 -2,002	-23%	-$251K	0.84%	64
2016 Q1	$1.09M	Sell	8,656 -227	-3%	-$27.1K	1.15%	42
2015 Q4	$1.04M	Buy	8,883 +55	+0.6%	+$6.15K	1.17%	40
2015 Q3	$869K	Buy	8,828 +350	+4%	+$34.1K	0.97%	46
2015 Q2	$808K	Sell	8,478 -1,914	-18%	-$185K	0.84%	55
2015 Q1	$1M	Buy	10,392 +110	+1%	+$10.4K	0.93%	57
2014 Q4	$963K	Buy	+10,282	New	+$963K	0.9%	60

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Taylor Frigon Capital Management's MCD Position: Q2 2016 in Review

Taylor Frigon Capital Management reduced its McDonald's (MCD) stake by 23% in Q2 2016, selling an estimated $251K and leaving 6,654 shares worth $801K. The position accounts for 0.84% of the portfolio, ranked #64.

Taylor Frigon Capital Management first reported a position in MCD in Q4 2014 and has held it in 7 quarters since. The position peaked at $1.09M in Q1 2016. 1,580 funds tracked by Wall St. Rank hold MCD as of Q2 2016.

Taylor Frigon Capital Management held 6,654 shares of McDonald's worth $801K as of Q2 2016.
Taylor Frigon Capital Management sold 2,002 McDonald's shares in Q2 2016, an estimated $251K.
McDonald's made up 0.84% of Taylor Frigon Capital Management's portfolio in Q2 2016, its #64 holding.
Taylor Frigon Capital Management first reported a position in McDonald's in Q4 2014 and has held it in 7 quarters since.
Taylor Frigon Capital Management's McDonald's position peaked at $1.09M in Q1 2016.
1,580 funds tracked by Wall St. Rank held McDonald's as of Q2 2016.

Based on Taylor Frigon Capital Management's 13F filing for Q2 2016, filed 3 Aug 2016.