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Vector Wealth Management’s McDonald's MCD Stock Holding History

Vector Wealth 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
2016
Q4 		$333K Buy
2,734
+131
+5% +$15.4K 0.23% 58
2016
Q3 		$300K Buy
2,603
+5
+0.2% +$592 0.21% 61
2016
Q2 		$313K Buy
2,598
+5
+0.2% +$626 0.21% 58
2016
Q1 		$326K Buy
2,593
+17
+0.7% +$2.03K 0.24% 51
2015
Q4 		$304K Buy
2,576
+25
+1% +$2.79K 0.24% 57
2015
Q3 		$291K Sell
2,551
-294
-10% -$28.6K 0.23% 57
2015
Q2 		$270K Buy
2,845
+7
+0.2% +$677 0.21% 58
2015
Q1 		$277K Sell
2,838
-342
-11% -$32.4K 0.22% 56
2014
Q4 		$298K Sell
3,180
-20
-0.6% -$1.87K 0.22% 48
2014
Q3 		$304K Buy
3,200
+215
+7% +$20.5K 0.22% 38
2014
Q2 		$301K Sell
2,985
-18
-0.6% -$1.82K 0.22% 35
2014
Q1 		$294K Buy
3,003
+213
+8% +$20.4K 0.21% 35
2013
Q4 		$270K Buy
2,790
+14
+0.5% +$1.34K 0.19% 42
2013
Q3 		$267K Sell
2,776
-4
-0.1% -$390 0.19% 45
2013
Q2 		$275K Buy
+2,780
New +$278K 0.2% 43

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Vector Wealth Management's MCD Position: Q4 2016 in Review

Vector Wealth Management increased its McDonald's (MCD) stake by 5% in Q4 2016, buying an estimated $15.4K and bringing the position to 2,734 shares worth $333K. The position accounts for 0.23% of the portfolio, ranked #58.

Vector Wealth Management first reported a position in MCD in Q2 2013 and has held it in 15 quarters since. 1,617 funds tracked by Wall St. Rank hold MCD as of Q4 2016.

  • Vector Wealth Management held 2,734 shares of McDonald's worth $333K as of Q4 2016.
  • Vector Wealth Management bought 131 McDonald's shares in Q4 2016, an estimated $15.4K.
  • McDonald's made up 0.23% of Vector Wealth Management's portfolio in Q4 2016, its #58 holding.
  • Vector Wealth Management first reported a position in McDonald's in Q2 2013 and has held it in 15 quarters since.
  • 1,617 funds tracked by Wall St. Rank held McDonald's as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.