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Whitebox Advisors’s McDonald's MCD Stock Holding History

Whitebox 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
2015
Q2 		– Sell
-50,904
Closed -$4.96M – 379
2015
Q1 		$4.96M Buy
+50,904
New +$4.83M 0.19% 109
2013
Q4 		– Sell
-3,853
Closed -$371K – 401
2013
Q3 		$371K Buy
+3,853
New +$376K 0.02% 303

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Whitebox Advisors's MCD Position: Q2 2015 in Review

Whitebox Advisors sold out of McDonald's (MCD) in Q2 2015, closing a stake of 50,904 shares — an estimated $4.96M sold.

Whitebox Advisors first reported a position in MCD in Q3 2013 and held it in 2 quarters. The position peaked at $4.96M in Q1 2015. 1,497 funds tracked by Wall St. Rank hold MCD as of Q2 2015.

  • Whitebox Advisors reported no remaining McDonald's position as of Q2 2015 after selling out during the quarter.
  • Whitebox Advisors sold 50,904 McDonald's shares in Q2 2015, an estimated $4.96M.
  • Whitebox Advisors first reported a position in McDonald's in Q3 2013 and held it in 2 quarters.
  • Whitebox Advisors's McDonald's position peaked at $4.96M in Q1 2015.
  • 1,497 funds tracked by Wall St. Rank held McDonald's as of Q2 2015.

Based on Whitebox Advisors's 13F filing for Q2 2015, filed 6 Aug 2015.