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WFG Advisors’s McDonald's MCD Stock Holding History

WFG Advisors’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
Q2 		$406K Sell
2,651
-36
-1% -$5.2K 0.09% 230
2017
Q1 		$348K Sell
2,687
-60
-2% -$7.53K 0.09% 234
2016
Q4 		$334K Sell
2,747
-5,159
-65% -$605K 0.08% 262
2016
Q3 		$912K Sell
7,906
-592
-7% -$70.2K 0.23% 108
2016
Q2 		$1.02M Sell
8,498
-1,474
-15% -$185K 0.27% 95
2016
Q1 		$1.25M Sell
9,972
-4,029
-29% -$481K 0.36% 65
2015
Q4 		$1.65M Sell
14,001
-157
-1% -$17.6K 0.49% 42
2015
Q3 		$1.4M Buy
14,158
+885
+7% +$86.2K 0.44% 48
2015
Q2 		$1.26M Sell
13,273
-289
-2% -$28K 0.35% 61
2015
Q1 		$1.32M Sell
13,562
-4,910
-27% -$466K 0.37% 54
2014
Q4 		$1.73M Sell
18,472
-593
-3% -$55.5K 0.35% 53
2014
Q3 		$1.81M Buy
19,065
+275
+1% +$26.2K 0.34% 52
2014
Q2 		$1.89M Buy
18,790
+606
+3% +$61.2K 0.35% 59
2014
Q1 		$1.78M Sell
18,184
-27,734
-60% -$2.65M 0.36% 49
2013
Q4 		$4.46M Buy
45,918
+939
+2% +$90.2K 0.63% 22
2013
Q3 		$4.33M Sell
44,979
-867
-2% -$84.6K 0.67% 25
2013
Q2 		$4.54M Buy
+45,846
New +$4.59M 0.75% 15

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
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 $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFG Advisors's MCD Position: Q2 2017 in Review

WFG Advisors reduced its McDonald's (MCD) stake by 1.3% in Q2 2017, selling an estimated $5.2K and leaving 2,651 shares worth $406K. The position accounts for 0.09% of the portfolio, ranked #230.

WFG Advisors first reported a position in MCD in Q2 2013 and has held it in 17 quarters since. The position peaked at $4.54M in Q2 2013. 1,694 funds tracked by Wall St. Rank hold MCD as of Q2 2017.

  • WFG Advisors held 2,651 shares of McDonald's worth $406K as of Q2 2017.
  • WFG Advisors sold 36 McDonald's shares in Q2 2017, an estimated $5.2K.
  • McDonald's made up 0.09% of WFG Advisors's portfolio in Q2 2017, its #230 holding.
  • WFG Advisors first reported a position in McDonald's in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's McDonald's position peaked at $4.54M in Q2 2013.
  • 1,694 funds tracked by Wall St. Rank held McDonald's as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.