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Vantage Investment Advisors’s McDonald's MCD Stock Holding History

Vantage Investment 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
Q3 		$8.21M Buy
49,243
+3,819
+8% +$612K 1.72% 15
2018
Q2 		$7.12M Buy
45,424
+1,819
+4% +$295K 1.73% 17
2018
Q1 		$6.64M Buy
43,605
+7,661
+21% +$1.26M 1.69% 16
2017
Q4 		$6.19M Buy
35,944
+3,221
+10% +$541K 1.42% 22
2017
Q3 		$5.12M Buy
32,723
+17,489
+115% +$2.74M 1.32% 28
2017
Q2 		$2.33M Sell
15,234
-75
-0.5% -$10.8K 0.67% 46
2017
Q1 		$1.98M Sell
15,309
-525
-3% -$65.9K 0.65% 44
2016
Q4 		$1.93M Sell
15,834
-570
-3% -$66.8K 0.78% 39
2016
Q3 		$1.89M Sell
16,404
-365
-2% -$43.3K 0.84% 37
2016
Q2 		$2.02M Sell
16,769
-158
-0.9% -$19.8K 0.85% 35
2016
Q1 		$2.13M Sell
16,927
-189
-1% -$22.6K 0.94% 32
2015
Q4 		$2.02M Buy
17,116
+3,382
+25% +$378K 1.02% 32
2015
Q3 		$1.35M Buy
13,734
+1
+0% +$97 0.76% 35
2015
Q2 		$1.31M Sell
13,733
-13,338
-49% -$1.29M 0.72% 36
2015
Q1 		$2.64M Buy
27,071
+11,778
+77% +$1.12M 0.75% 39
2014
Q4 		$1.43M Sell
15,293
-26,093
-63% -$2.44M 0.81% 33
2014
Q3 		$3.92M Buy
41,386
+793
+2% +$75.6K 2.38% 10
2014
Q2 		$4.09M Buy
40,593
+875
+2% +$88.3K 2.5% 8
2014
Q1 		$3.89M Buy
39,718
+1,166
+3% +$111K 2.57% 7
2013
Q4 		$3.74M Buy
+38,552
New +$3.7M 2.55% 7

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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

Vantage Investment Advisors's MCD Position: Q3 2018 in Review

Vantage Investment Advisors increased its McDonald's (MCD) stake by 8.4% in Q3 2018, buying an estimated $612K and bringing the position to 49,243 shares worth $8.21M. The position accounts for 1.72% of the portfolio, ranked #15.

Vantage Investment Advisors first reported a position in MCD in Q4 2013 and has held it in 20 quarters since. 1,842 funds tracked by Wall St. Rank hold MCD as of Q3 2018.

  • Vantage Investment Advisors held 49,243 shares of McDonald's worth $8.21M as of Q3 2018.
  • Vantage Investment Advisors bought 3,819 McDonald's shares in Q3 2018, an estimated $612K.
  • McDonald's made up 1.72% of Vantage Investment Advisors's portfolio in Q3 2018, its #15 holding.
  • Vantage Investment Advisors first reported a position in McDonald's in Q4 2013 and has held it in 20 quarters since.
  • 1,842 funds tracked by Wall St. Rank held McDonald's as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.