Water Island Capital’s McDonald's MCD Stock Holding History

Water Island Capital’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 Q1	–	Sell	-2,375	Closed	-$409K	–	105
2017 Q4	$409K	Buy	2,375 +375	+19%	+$63K	0.03%	79
2017 Q3	$313K	Buy	+2,000	New	+$313K	0.01%	98
2017 Q2	–	Sell	-5,059	Closed	-$656K	–	116
2017 Q1	$656K	Buy	5,059 +217	+4%	+$27.2K	0.04%	68
2016 Q4	$589K	Buy	+4,842	New	+$568K	0.04%	90

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Water Island Capital's MCD Position: Q1 2018 in Review

Water Island Capital sold out of McDonald's (MCD) in Q1 2018, closing a stake of 2,375 shares — an estimated $409K sold.

Water Island Capital first reported a position in MCD in Q4 2016 and held it in 4 quarters. The position peaked at $656K in Q1 2017. 1,846 funds tracked by Wall St. Rank hold MCD as of Q1 2018.

Water Island Capital reported no remaining McDonald's position as of Q1 2018 after selling out during the quarter.
Water Island Capital sold 2,375 McDonald's shares in Q1 2018, an estimated $409K.
Water Island Capital first reported a position in McDonald's in Q4 2016 and held it in 4 quarters.
Water Island Capital's McDonald's position peaked at $656K in Q1 2017.
1,846 funds tracked by Wall St. Rank held McDonald's as of Q1 2018.

Based on Water Island Capital's 13F filing for Q1 2018, filed 14 May 2018.