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Willow Street Advisors’s McDonald's MCD Stock Holding History

Willow Street 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
2013
Q4 		$1.12M Buy
11,550
+650
+6% +$62.5K 0.63% 54
2013
Q3 		$1.05M Buy
10,900
+5,100
+88% +$498K 0.65% 52
2013
Q2 		$1.08M Buy
+5,800
New +$581K 0.69% 48

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Willow Street Advisors's MCD Position: Q4 2013 in Review

Willow Street Advisors increased its McDonald's (MCD) stake by 6% in Q4 2013, buying an estimated $62.5K and bringing the position to 11,550 shares worth $1.12M. The position accounts for 0.63% of the portfolio, ranked #54.

Willow Street Advisors first reported a position in MCD in Q2 2013 and has held it in 3 quarters since. 1,493 funds tracked by Wall St. Rank hold MCD as of Q4 2013.

  • Willow Street Advisors held 11,550 shares of McDonald's worth $1.12M as of Q4 2013.
  • Willow Street Advisors bought 650 McDonald's shares in Q4 2013, an estimated $62.5K.
  • McDonald's made up 0.63% of Willow Street Advisors's portfolio in Q4 2013, its #54 holding.
  • Willow Street Advisors first reported a position in McDonald's in Q2 2013 and has held it in 3 quarters since.
  • 1,493 funds tracked by Wall St. Rank held McDonald's as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.