TCM
MCD icon

Tradition Capital Management’s McDonald's MCD Stock Holding History

Tradition 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
2019
Q1 		$322K Hold
1,700
– – 0.09% 144
2018
Q4 		$301K Hold
1,700
– – 0.09% 149
2018
Q3 		$284K Hold
1,700
– – 0.07% 164
2018
Q2 		$266K Hold
1,700
– – 0.08% 157
2018
Q1 		$265K Sell
1,700
-150
-8% -$24.7K 0.08% 153
2017
Q4 		$318K Sell
1,850
-277
-13% -$46.5K 0.09% 149
2017
Q3 		$333K Sell
2,127
-75
-3% -$11.8K 0.11% 134
2017
Q2 		$337K Hold
2,202
– – 0.11% 137
2017
Q1 		$285K Hold
2,202
– – 0.09% 132
2016
Q4 		$268K Sell
2,202
-429
-16% -$50.3K 0.09% 135
2016
Q3 		$303K Buy
2,631
+641
+32% +$76K 0.11% 135
2016
Q2 		$239K Sell
1,990
-650
-25% -$81.4K 0.08% 147
2016
Q1 		$331K Sell
2,640
-760
-22% -$90.8K 0.11% 138
2015
Q4 		$401K Sell
3,400
-350
-9% -$39.1K 0.14% 118
2015
Q3 		$369K Sell
3,750
-200
-5% -$19.5K 0.14% 115
2015
Q2 		$375K Sell
3,950
-16,630
-81% -$1.61M 0.12% 115
2015
Q1 		$2M Sell
20,580
-60
-0.3% -$5.69K 0.65% 58
2014
Q4 		$1.93M Buy
20,640
+60
+0.3% +$5.62K 0.61% 58
2014
Q3 		$1.95M Buy
20,580
+867
+4% +$82.7K 0.62% 61
2014
Q2 		$1.99M Sell
19,713
-18,701
-49% -$1.89M 0.62% 59
2014
Q1 		$3.77M Buy
38,414
+1,250
+3% +$120K 1.22% 30
2013
Q4 		$3.61M Buy
37,164
+666
+2% +$64K 1.18% 34
2013
Q3 		$3.51M Buy
36,498
+17,220
+89% +$1.68M 1.24% 31
2013
Q2 		$1.91M Buy
+19,278
New +$1.93M 0.7% 53

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tradition Capital Management's MCD Position: Q1 2019 in Review

Tradition Capital Management held its McDonald's (MCD) position steady in Q1 2019 at 1,700 shares worth $322K. The position accounts for 0.09% of the portfolio, ranked #144.

Tradition Capital Management first reported a position in MCD in Q2 2013 and has held it in 24 quarters since. The position peaked at $3.77M in Q1 2014. 2,048 funds tracked by Wall St. Rank hold MCD as of Q1 2019.

  • Tradition Capital Management held 1,700 shares of McDonald's worth $322K as of Q1 2019.
  • Tradition Capital Management left its McDonald's share count unchanged in Q1 2019.
  • McDonald's made up 0.09% of Tradition Capital Management's portfolio in Q1 2019, its #144 holding.
  • Tradition Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 24 quarters since.
  • Tradition Capital Management's McDonald's position peaked at $3.77M in Q1 2014.
  • 2,048 funds tracked by Wall St. Rank held McDonald's as of Q1 2019.

Based on Tradition Capital Management's 13F filing for Q1 2019, filed 7 May 2019.