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Wilmington Funds Management’s McDonald's MCD Stock Holding History

Wilmington Funds Management’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
2014
Q2 		$3M Buy
29,799
+10,300
+53% +$1.04M 0.3% 96
2014
Q1 		$1.91M Hold
19,499
– – 0.21% 130
2013
Q4 		$1.89M Sell
19,499
-2,600
-12% -$250K 0.19% 150
2013
Q3 		$2.13M Sell
22,099
-1,200
-5% -$117K 0.21% 148
2013
Q2 		$2.31M Buy
+23,299
New +$2.33M 0.22% 145

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wilmington Funds Management's MCD Position: Q2 2014 in Review

Wilmington Funds Management increased its McDonald's (MCD) stake by 53% in Q2 2014, buying an estimated $1.04M and bringing the position to 29,799 shares worth $3M. The position accounts for 0.3% of the portfolio, ranked #96.

Wilmington Funds Management first reported a position in MCD in Q2 2013 and has held it in 5 quarters since. 1,488 funds tracked by Wall St. Rank hold MCD as of Q2 2014.

  • Wilmington Funds Management held 29,799 shares of McDonald's worth $3M as of Q2 2014.
  • Wilmington Funds Management bought 10,300 McDonald's shares in Q2 2014, an estimated $1.04M.
  • McDonald's made up 0.3% of Wilmington Funds Management's portfolio in Q2 2014, its #96 holding.
  • Wilmington Funds Management first reported a position in McDonald's in Q2 2013 and has held it in 5 quarters since.
  • 1,488 funds tracked by Wall St. Rank held McDonald's as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.