Tiverton Asset Management’s McDonald's MCD Stock Holding History

Tiverton Asset 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
2019 Q3	$2.27M	Sell	10,568 -1,710	-14%	-$367K	0.08%	194
2019 Q2	$2.55M	Buy	12,278 +7,891	+180%	+$1.56M	0.09%	179
2019 Q1	$833K	Sell	4,387 -161	-4%	-$29.2K	0.04%	259
2018 Q4	$808K	Hold	4,548	–	–	0.05%	193
2018 Q3	$761K	Buy	4,548 +548	+14%	+$87.8K	0.04%	214
2018 Q2	$627K	Hold	4,000	–	–	0.03%	226
2018 Q1	$626K	Buy	+4,000	New	+$658K	0.04%	194

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tiverton Asset Management's MCD Position: Q3 2019 in Review

Tiverton Asset Management reduced its McDonald's (MCD) stake by 14% in Q3 2019, selling an estimated $367K and leaving 10,568 shares worth $2.27M. The position accounts for 0.08% of the portfolio, ranked #194.

Tiverton Asset Management first reported a position in MCD in Q1 2018 and has held it in 7 quarters since. The position peaked at $2.55M in Q2 2019. 2,090 funds tracked by Wall St. Rank hold MCD as of Q3 2019.

Tiverton Asset Management held 10,568 shares of McDonald's worth $2.27M as of Q3 2019.
Tiverton Asset Management sold 1,710 McDonald's shares in Q3 2019, an estimated $367K.
McDonald's made up 0.08% of Tiverton Asset Management's portfolio in Q3 2019, its #194 holding.
Tiverton Asset Management first reported a position in McDonald's in Q1 2018 and has held it in 7 quarters since.
Tiverton Asset Management's McDonald's position peaked at $2.55M in Q2 2019.
2,090 funds tracked by Wall St. Rank held McDonald's as of Q3 2019.

Based on Tiverton Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.