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United Bank (West Virginia)’s McDonald's MCD Stock Holding History

United Bank (West Virginia)’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
Q3 		$4.9M Buy
31,282
+15,542
+99% +$2.44M 1.95% 16
2017
Q2 		$2.41M Sell
15,740
-1,142
-7% -$165K 1.01% 25
2017
Q1 		$2.19M Buy
16,882
+93
+0.6% +$11.7K 0.95% 26
2016
Q4 		$2.04M Sell
16,789
-1,489
-8% -$175K 0.9% 29
2016
Q3 		$2.11M Sell
18,278
-907
-5% -$107K 0.97% 29
2016
Q2 		$2.31M Sell
19,185
-4,899
-20% -$614K 1.06% 29
2016
Q1 		$3.03M Sell
24,084
-25,443
-51% -$3.04M 1.38% 20
2015
Q4 		$5.85M Sell
49,527
-812
-2% -$90.8K 2.8% 7
2015
Q3 		$4.96M Sell
50,339
-5,660
-10% -$551K 2.57% 9
2015
Q2 		$5.32M Sell
55,999
-3,343
-6% -$323K 2.36% 12
2015
Q1 		$5.78M Sell
59,342
-10,523
-15% -$998K 2.45% 11
2014
Q4 		$6.55M Buy
69,865
+973
+1% +$91.1K 2.43% 15
2014
Q3 		$6.53M Buy
68,892
+3,140
+5% +$299K 2.47% 16
2014
Q2 		$6.62M Buy
65,752
+2,235
+4% +$226K 2.48% 15
2014
Q1 		$6.23M Buy
63,517
+5,730
+10% +$548K 2.45% 15
2013
Q4 		$5.61M Buy
57,787
+2,320
+4% +$223K 2.23% 18
2013
Q3 		$5.34M Buy
55,467
+3,745
+7% +$366K 2.29% 17
2013
Q2 		$5.12M Buy
+51,722
New +$5.18M 2.31% 18

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

United Bank (West Virginia)'s MCD Position: Q3 2017 in Review

United Bank (West Virginia) increased its McDonald's (MCD) stake by 99% in Q3 2017, buying an estimated $2.44M and bringing the position to 31,282 shares worth $4.9M. The position accounts for 1.95% of the portfolio, ranked #16.

United Bank (West Virginia) first reported a position in MCD in Q2 2013 and has held it in 18 quarters since. The position peaked at $6.62M in Q2 2014. 1,718 funds tracked by Wall St. Rank hold MCD as of Q3 2017.

  • United Bank (West Virginia) held 31,282 shares of McDonald's worth $4.9M as of Q3 2017.
  • United Bank (West Virginia) bought 15,542 McDonald's shares in Q3 2017, an estimated $2.44M.
  • McDonald's made up 1.95% of United Bank (West Virginia)'s portfolio in Q3 2017, its #16 holding.
  • United Bank (West Virginia) first reported a position in McDonald's in Q2 2013 and has held it in 18 quarters since.
  • United Bank (West Virginia)'s McDonald's position peaked at $6.62M in Q2 2014.
  • 1,718 funds tracked by Wall St. Rank held McDonald's as of Q3 2017.

Based on United Bank (West Virginia)'s 13F filing for Q3 2017, filed 26 Oct 2017.