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Vista Capital Partners’s McDonald's MCD Stock Holding History

Vista Capital Partners’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 		– Sell
-2,847
Closed -$287K – 43
2014
Q2 		$287K Buy
2,847
+1
+0% +$101 0.09% 33
2014
Q1 		$279K Sell
2,846
-155
-5% -$14.8K 0.1% 32
2013
Q4 		$291K Sell
3,001
-320
-10% -$30.7K 0.1% 32
2013
Q3 		$320K Sell
3,321
-303
-8% -$29.6K 0.12% 29
2013
Q2 		$359K Buy
+3,624
New +$363K 0.14% 26

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 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $544B AUM 28.31% 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 18.13% 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

Vista Capital Partners's MCD Position: Q3 2014 in Review

Vista Capital Partners sold out of McDonald's (MCD) in Q3 2014, closing a stake of 2,847 shares — an estimated $287K sold.

Vista Capital Partners first reported a position in MCD in Q2 2013 and held it in 5 quarters. The position peaked at $359K in Q2 2013. 1,482 funds tracked by Wall St. Rank hold MCD as of Q3 2014.

  • Vista Capital Partners reported no remaining McDonald's position as of Q3 2014 after selling out during the quarter.
  • Vista Capital Partners sold 2,847 McDonald's shares in Q3 2014, an estimated $287K.
  • Vista Capital Partners first reported a position in McDonald's in Q2 2013 and held it in 5 quarters.
  • Vista Capital Partners's McDonald's position peaked at $359K in Q2 2013.
  • 1,482 funds tracked by Wall St. Rank held McDonald's as of Q3 2014.

Based on Vista Capital Partners's 13F filing for Q3 2014, filed 16 Oct 2014.