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Thomaspartners’s McDonald's MCD Stock Holding History

Thomaspartners’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
Q3 		– Sell
-2,160
Closed -$205K – 116
2015
Q2 		$205K Sell
2,160
-7
-0.3% -$677 ﹤0.01% 115
2015
Q1 		$211K Sell
2,167
-8,668
-80% -$822K ﹤0.01% 124
2014
Q4 		$1.01M Sell
10,835
-1,063
-9% -$99.5K 0.02% 78
2014
Q3 		$1.13M Buy
11,898
+8,721
+275% +$832K 0.02% 76
2014
Q2 		$320K Sell
3,177
-705
-18% -$71.2K 0.01% 104
2014
Q1 		$381K Sell
3,882
-47
-1% -$4.49K 0.01% 104
2013
Q4 		$381K Sell
3,929
-401,225
-99% -$38.6M 0.01% 107
2013
Q3 		$39M Buy
405,154
+90,774
+29% +$8.86M 1.4% 45
2013
Q2 		$34.6M Buy
+314,380
New +$31.5M 1.36% 43

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
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Thomaspartners's MCD Position: Q3 2015 in Review

Thomaspartners sold out of McDonald's (MCD) in Q3 2015, closing a stake of 2,160 shares — an estimated $205K sold.

Thomaspartners first reported a position in MCD in Q2 2013 and held it in 9 quarters. The position peaked at $39M in Q3 2013. 1,494 funds tracked by Wall St. Rank hold MCD as of Q3 2015.

  • Thomaspartners reported no remaining McDonald's position as of Q3 2015 after selling out during the quarter.
  • Thomaspartners sold 2,160 McDonald's shares in Q3 2015, an estimated $205K.
  • Thomaspartners first reported a position in McDonald's in Q2 2013 and held it in 9 quarters.
  • Thomaspartners's McDonald's position peaked at $39M in Q3 2013.
  • 1,494 funds tracked by Wall St. Rank held McDonald's as of Q3 2015.

Based on Thomaspartners's 13F filing for Q3 2015, filed 13 Nov 2015.