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Trellis Advisors’s McDonald's MCD Stock Holding History

Trellis 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
2018
Q4 		– Sell
-1,344
Closed -$225K – 47
2018
Q3 		$225K Sell
1,344
-36
-3% -$5.77K 0.2% 44
2018
Q2 		$217K Sell
1,380
-206
-13% -$33.4K 0.2% 40
2018
Q1 		$248K Buy
1,586
+20
+1% +$3.29K 0.24% 33
2017
Q4 		$269K Buy
+1,566
New +$263K 0.25% 30

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Trellis Advisors's MCD Position: Q4 2018 in Review

Trellis Advisors sold out of McDonald's (MCD) in Q4 2018, closing a stake of 1,344 shares — an estimated $225K sold.

Trellis Advisors first reported a position in MCD in Q4 2017 and held it in 4 quarters. The position peaked at $269K in Q4 2017. 2,003 funds tracked by Wall St. Rank hold MCD as of Q4 2018.

  • Trellis Advisors reported no remaining McDonald's position as of Q4 2018 after selling out during the quarter.
  • Trellis Advisors sold 1,344 McDonald's shares in Q4 2018, an estimated $225K.
  • Trellis Advisors first reported a position in McDonald's in Q4 2017 and held it in 4 quarters.
  • Trellis Advisors's McDonald's position peaked at $269K in Q4 2017.
  • 2,003 funds tracked by Wall St. Rank held McDonald's as of Q4 2018.

Based on Trellis Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.