Visionary Asset Management’s McDonald's MCD Stock Holding History

Visionary Asset 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
2018 Q4	$205K	Buy	+1,152	New	+$204K	0.08%	121
2018 Q3	–	Sell	-1,895	Closed	-$297K	–	310
2018 Q2	$297K	Hold	1,895	–	–	0.1%	179
2018 Q1	$304K	Buy	1,895 +313	+20%	+$51.5K	0.1%	160
2017 Q4	$272K	Buy	1,582 +32	+2%	+$5.37K	0.08%	174
2017 Q3	$243K	Sell	1,550 -1,182	-43%	-$185K	0.07%	175
2017 Q2	$418K	Buy	+2,732	New	+$395K	0.12%	93
2015 Q1	–	Sell	-95	Closed	-$9K	–	158
2014 Q4	$9K	Sell	95 -29,626	-100%	-$2.77M	﹤0.01%	144
2014 Q3	$2.82M	Buy	29,721 +8,802	+42%	+$840K	0.78%	25
2014 Q2	$2.11M	Buy	20,919 +5,846	+39%	+$590K	0.49%	39
2014 Q1	$1.48M	Buy	15,073 +4,074	+37%	+$390K	0.35%	32
2013 Q4	$1.07M	Buy	+10,999	New	+$1.06M	0.28%	21

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Visionary Asset Management's MCD Position: Q4 2018 in Review

Visionary Asset Management opened a new position in McDonald's (MCD) in Q4 2018: 1,152 shares worth $205K. The stake represents 0.08% of the portfolio and ranks #121 among its holdings. This is a return to the name: Visionary Asset Management previously reported a position in MCD as recently as Q2 2018.

Visionary Asset Management first reported a position in MCD in Q4 2013 and has held it in 11 quarters since. The position peaked at $2.82M in Q3 2014. 2,003 funds tracked by Wall St. Rank hold MCD as of Q4 2018.

Visionary Asset Management held 1,152 shares of McDonald's worth $205K as of Q4 2018.
McDonald's was a new Visionary Asset Management position in Q4 2018.
McDonald's made up 0.08% of Visionary Asset Management's portfolio in Q4 2018, its #121 holding.
Visionary Asset Management first reported a position in McDonald's in Q4 2013 and has held it in 11 quarters since.
Visionary Asset Management's McDonald's position peaked at $2.82M in Q3 2014.
2,003 funds tracked by Wall St. Rank held McDonald's as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.