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Waddell & Reed Financial’s McDonald's MCD Stock Holding History

Waddell & Reed Financial’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
2019
Q1 		– Sell
-148,360
Closed -$26.3M – 511
2018
Q4 		$26.3M Buy
148,360
+18,360
+14% +$3.26M 0.07% 289
2018
Q3 		$21.7M Sell
130,000
-45,000
-26% -$7.21M 0.05% 329
2018
Q2 		$27.4M Sell
175,000
-48,450
-22% -$7.86M 0.06% 295
2018
Q1 		$34.9M Buy
223,450
+1,250
+0.6% +$206K 0.08% 266
2017
Q4 		$38.2M Buy
222,200
+3,300
+2% +$554K 0.08% 264
2017
Q3 		$34.3M Sell
218,900
-4,550
-2% -$713K 0.08% 276
2017
Q2 		$34.2M Sell
223,450
-130,000
-37% -$18.8M 0.08% 287
2017
Q1 		$45.8M Sell
353,450
-42,500
-11% -$5.33M 0.1% 231
2016
Q4 		$48.2M Sell
395,950
-67,550
-15% -$7.92M 0.11% 225
2016
Q3 		$53.5M Sell
463,500
-39,644
-8% -$4.7M 0.11% 197
2016
Q2 		$60.5M Sell
503,144
-2,235,469
-82% -$280M 0.13% 181
2016
Q1 		$344M Sell
2,738,613
-2,006,116
-42% -$240M 0.65% 42
2015
Q4 		$561M Buy
4,744,729
+22,844
+0.5% +$2.55M 0.91% 26
2015
Q3 		$465M Sell
4,721,885
-16,560
-0.3% -$1.61M 0.76% 36
2015
Q2 		$450M Buy
4,738,445
+3,681,510
+348% +$356M 0.64% 50
2015
Q1 		$103M Buy
1,056,935
+1,006,935
+2,014% +$95.5M 0.14% 164
2014
Q4 		$4.68M Buy
+50,000
New +$4.68M 0.01% 493
2013
Q4 		– Sell
-3,375
Closed -$325K – 571
2013
Q3 		$325K Sell
3,375
-180,785
-98% -$17.6M ﹤0.01% 540
2013
Q2 		$18.2M Buy
+184,160
New +$18.4M 0.04% 309

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waddell & Reed Financial's MCD Position: Q1 2019 in Review

Waddell & Reed Financial sold out of McDonald's (MCD) in Q1 2019, closing a stake of 148,360 shares — an estimated $26.3M sold.

Waddell & Reed Financial first reported a position in MCD in Q2 2013 and held it in 19 quarters. The position peaked at $561M in Q4 2015. 2,048 funds tracked by Wall St. Rank hold MCD as of Q1 2019.

  • Waddell & Reed Financial reported no remaining McDonald's position as of Q1 2019 after selling out during the quarter.
  • Waddell & Reed Financial sold 148,360 McDonald's shares in Q1 2019, an estimated $26.3M.
  • Waddell & Reed Financial first reported a position in McDonald's in Q2 2013 and held it in 19 quarters.
  • Waddell & Reed Financial's McDonald's position peaked at $561M in Q4 2015.
  • 2,048 funds tracked by Wall St. Rank held McDonald's as of Q1 2019.

Based on Waddell & Reed Financial's 13F filing for Q1 2019, filed 15 May 2019.