WCM Investment Management
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WCM Investment Management’s McDonald's MCD Stock Holding History

WCM Investment 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
2020
Q1 		– Sell
-754,529
Closed -$149M – 191
2019
Q4 		$149M Sell
754,529
-11,885
-2% -$2.36M 0.8% 25
2019
Q3 		$165M Buy
+766,414
New +$164M 0.99% 19
2015
Q2 		– Sell
-3,216
Closed -$313K – 116
2015
Q1 		$313K Sell
3,216
-295
-8% -$28K 0.01% 137
2014
Q4 		$329K Sell
3,511
-60
-2% -$5.62K 0.01% 112
2014
Q3 		$339K Sell
3,571
-65
-2% -$6.2K 0.01% 109
2014
Q2 		$366K Sell
3,636
-130
-3% -$13.1K 0.01% 133
2014
Q1 		$369K Buy
3,766
+5
+0.1% +$478 0.01% 127
2013
Q4 		$365K Hold
3,761
– – 0.01% 120
2013
Q3 		$362K Buy
3,761
+205
+6% +$20K 0.02% 114
2013
Q2 		$352K Buy
+3,556
New +$356K 0.02% 123

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WCM Investment Management's MCD Position: Q1 2020 in Review

WCM Investment Management sold out of McDonald's (MCD) in Q1 2020, closing a stake of 754,529 shares — an estimated $149M sold.

WCM Investment Management first reported a position in MCD in Q2 2013 and held it in 10 quarters. The position peaked at $165M in Q3 2019. 2,165 funds tracked by Wall St. Rank hold MCD as of Q1 2020.

  • WCM Investment Management reported no remaining McDonald's position as of Q1 2020 after selling out during the quarter.
  • WCM Investment Management sold 754,529 McDonald's shares in Q1 2020, an estimated $149M.
  • WCM Investment Management first reported a position in McDonald's in Q2 2013 and held it in 10 quarters.
  • WCM Investment Management's McDonald's position peaked at $165M in Q3 2019.
  • 2,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2020.

Based on WCM Investment Management's 13F filing for Q1 2020, filed 8 May 2020.