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Welch Investments’s McDonald's MCD Stock Holding History

Welch Investments’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
2017
Q4 		$5.28M Sell
30,652
-720
-2% -$121K 3.35% 8
2017
Q3 		$4.92M Sell
31,372
-934
-3% -$146K 3.39% 4
2017
Q2 		$4.95M Sell
32,306
-407
-1% -$58.8K 3.68% 1
2017
Q1 		$4.24M Buy
32,713
+1,580
+5% +$198K 3.36% 7
2016
Q4 		$3.79M Buy
+31,133
New +$3.65M 3.31% 9

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Welch Investments's MCD Position: Q4 2017 in Review

Welch Investments reduced its McDonald's (MCD) stake by 2.3% in Q4 2017, selling an estimated $121K and leaving 30,652 shares worth $5.28M. The position accounts for 3.35% of the portfolio, ranked #8.

Welch Investments first reported a position in MCD in Q4 2016 and has held it in 5 quarters since. 1,890 funds tracked by Wall St. Rank hold MCD as of Q4 2017.

  • Welch Investments held 30,652 shares of McDonald's worth $5.28M as of Q4 2017.
  • Welch Investments sold 720 McDonald's shares in Q4 2017, an estimated $121K.
  • McDonald's made up 3.35% of Welch Investments's portfolio in Q4 2017, its #8 holding.
  • Welch Investments first reported a position in McDonald's in Q4 2016 and has held it in 5 quarters since.
  • 1,890 funds tracked by Wall St. Rank held McDonald's as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.