Train Babcock Advisors’s McDonald's MCD Stock Holding History

Train Babcock Advisors’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
2017 Q4	$242K	Sell	1,410 -40	-3%	-$6.72K	0.11%	87
2017 Q3	$227K	Hold	1,450	–	–	0.13%	79
2017 Q2	$223K	Sell	1,450 -1,000	-41%	-$145K	0.1%	107
2017 Q1	$318K	Sell	2,450 -2,000	-45%	-$251K	0.14%	86
2016 Q4	$542K	Sell	4,450 -35	-0.8%	-$4.1K	0.22%	75
2016 Q3	$518K	Hold	4,485	–	–	0.21%	80
2016 Q2	$540K	Hold	4,485	–	–	0.21%	78
2016 Q1	$564K	Hold	4,485	–	–	0.23%	75
2015 Q4	$530K	Hold	4,485	–	–	0.2%	85
2015 Q3	$442K	Sell	4,485 -850	-16%	-$82.8K	0.16%	93
2015 Q2	$507K	Hold	5,335	–	–	0.16%	94
2015 Q1	$520K	Buy	5,335 +2,950	+124%	+$280K	0.16%	93
2014 Q4	$224K	Buy	+2,385	New	+$223K	0.07%	123
2014 Q3	–	Sell	-4,290	Closed	-$433K	–	123
2014 Q2	$433K	Sell	4,290 -1,440	-25%	-$145K	0.14%	91
2014 Q1	$561K	Sell	5,730 -40,617	-88%	-$3.88M	0.18%	87
2013 Q4	$4.5M	Sell	46,347 -15	-0%	-$1.44K	1.55%	20
2013 Q3	$4.46M	Sell	46,362 -1,012	-2%	-$98.8K	1.68%	20
2013 Q2	$4.69M	Buy	+47,374	New	+$4.74M	1.77%	22

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Train Babcock Advisors's MCD Position: Q4 2017 in Review

Train Babcock Advisors reduced its McDonald's (MCD) stake by 2.8% in Q4 2017, selling an estimated $6.72K and leaving 1,410 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #87.

Train Babcock Advisors first reported a position in MCD in Q2 2013 and has held it in 18 quarters since. The position peaked at $4.69M in Q2 2013. 1,890 funds tracked by Wall St. Rank hold MCD as of Q4 2017.

Train Babcock Advisors held 1,410 shares of McDonald's worth $242K as of Q4 2017.
Train Babcock Advisors sold 40 McDonald's shares in Q4 2017, an estimated $6.72K.
McDonald's made up 0.11% of Train Babcock Advisors's portfolio in Q4 2017, its #87 holding.
Train Babcock Advisors first reported a position in McDonald's in Q2 2013 and has held it in 18 quarters since.
Train Babcock Advisors's McDonald's position peaked at $4.69M in Q2 2013.
1,890 funds tracked by Wall St. Rank held McDonald's as of Q4 2017.

Based on Train Babcock Advisors's 13F filing for Q4 2017, filed 10 Jan 2018.