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Westchester Capital Management (New York)’s McDonald's MCD Stock Holding History

Westchester Capital Management (New York)’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
2016
Q1 		– Sell
-14,600
Closed -$1.73M – 101
2015
Q4 		$1.73M Sell
14,600
-569,100
-97% -$63.6M 0.03% 93
2015
Q3 		$57.5M Buy
583,700
+149,600
+34% +$14.6M 0.92% 42
2015
Q2 		$41.3M Buy
+434,100
New +$42M 0.52% 71

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westchester Capital Management (New York)'s MCD Position: Q4 2015 in Review

Westchester Capital Management (New York) sold out of McDonald's (MCD) in Q4 2015, closing a stake of 916,658 shares — an estimated $102M sold.

Westchester Capital Management (New York) first reported a position in MCD in Q2 2015 and held it in 2 quarters. The position peaked at $90.3M in Q3 2015. 1,591 funds tracked by Wall St. Rank hold MCD as of Q4 2015.

  • Westchester Capital Management (New York) reported no remaining McDonald's position as of Q4 2015 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 916,658 McDonald's shares in Q4 2015, an estimated $102M.
  • Westchester Capital Management (New York) first reported a position in McDonald's in Q2 2015 and held it in 2 quarters.
  • Westchester Capital Management (New York)'s McDonald's position peaked at $90.3M in Q3 2015.
  • 1,591 funds tracked by Wall St. Rank held McDonald's as of Q4 2015.

Based on Westchester Capital Management (New York)'s 13F filing for Q4 2015, filed 16 Feb 2016.