TSS
MCD icon

Thomas Story & Son’s McDonald's MCD Stock Holding History

Thomas Story & Son’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
Q1 		– Sell
-13,910
Closed -$1.3M – 51
2014
Q4 		$1.3M Hold
13,910
– – 0.78% 32
2014
Q3 		$1.32M Hold
13,910
– – 0.82% 33
2014
Q2 		$1.4M Sell
13,910
-2,354
-14% -$238K 0.86% 33
2014
Q1 		$1.59M Hold
16,264
– – 0.87% 35
2013
Q4 		$1.58M Sell
16,264
-140
-0.9% -$13.5K 0.87% 32
2013
Q3 		$1.58M Hold
16,404
– – 0.98% 29
2013
Q2 		$1.62M Buy
+16,404
New +$1.64M 1.01% 31

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Thomas Story & Son's MCD Position: Q1 2015 in Review

Thomas Story & Son sold out of McDonald's (MCD) in Q1 2015, closing a stake of 13,910 shares — an estimated $1.3M sold.

Thomas Story & Son first reported a position in MCD in Q2 2013 and held it in 7 quarters. The position peaked at $1.62M in Q2 2013. 1,543 funds tracked by Wall St. Rank hold MCD as of Q1 2015.

  • Thomas Story & Son reported no remaining McDonald's position as of Q1 2015 after selling out during the quarter.
  • Thomas Story & Son sold 13,910 McDonald's shares in Q1 2015, an estimated $1.3M.
  • Thomas Story & Son first reported a position in McDonald's in Q2 2013 and held it in 7 quarters.
  • Thomas Story & Son's McDonald's position peaked at $1.62M in Q2 2013.
  • 1,543 funds tracked by Wall St. Rank held McDonald's as of Q1 2015.

Based on Thomas Story & Son's 13F filing for Q1 2015, filed 11 May 2015.