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

TriOaks 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
2014
Q3 		$47.4M Buy
+500,000
New +$47.7M 20.4% 1

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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

TriOaks Capital Management's MCD Position: Q3 2013 in Review

TriOaks Capital Management sold out of McDonald's (MCD) in Q3 2013, closing a stake of 70,000 shares — an estimated $6.93M sold.

TriOaks Capital Management first reported a position in MCD in Q2 2013 and held it in 1 quarter. The position peaked at $6.93M in Q2 2013. 1,372 funds tracked by Wall St. Rank hold MCD as of Q3 2013.

  • TriOaks Capital Management reported no remaining McDonald's position as of Q3 2013 after selling out during the quarter.
  • TriOaks Capital Management sold 70,000 McDonald's shares in Q3 2013, an estimated $6.93M.
  • TriOaks Capital Management first reported a position in McDonald's in Q2 2013 and held it in 1 quarter.
  • TriOaks Capital Management's McDonald's position peaked at $6.93M in Q2 2013.
  • 1,372 funds tracked by Wall St. Rank held McDonald's as of Q3 2013.

Based on TriOaks Capital Management's 13F filing for Q3 2013, filed 14 Nov 2013.