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Wilmington Trust’s McDonald's MCD Stock Holding History

Wilmington Trust’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 		$10.6M Buy
105,201
+3,052
+3% +$308K 0.18% 97
2014
Q1 		$10M Sell
102,149
-1,506
-1% -$144K 0.17% 96
2013
Q4 		$10.1M Sell
103,655
-6,758
-6% -$649K 0.17% 98
2013
Q3 		$10.6M Buy
110,413
+4,036
+4% +$394K 0.19% 89
2013
Q2 		$10.5M Buy
+106,377
New +$10.7M 0.21% 87

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 Trust's MCD Position: Q2 2014 in Review

Wilmington Trust increased its McDonald's (MCD) stake by 3% in Q2 2014, buying an estimated $308K and bringing the position to 105,201 shares worth $10.6M. The position accounts for 0.18% of the portfolio, ranked #97.

Wilmington Trust first reported a position in MCD in Q2 2013 and has held it in 5 quarters since. The position peaked at $10.6M in Q3 2013. 1,488 funds tracked by Wall St. Rank hold MCD as of Q2 2014.

  • Wilmington Trust held 105,201 shares of McDonald's worth $10.6M as of Q2 2014.
  • Wilmington Trust bought 3,052 McDonald's shares in Q2 2014, an estimated $308K.
  • McDonald's made up 0.18% of Wilmington Trust's portfolio in Q2 2014, its #97 holding.
  • Wilmington Trust first reported a position in McDonald's in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust's McDonald's position peaked at $10.6M in Q3 2013.
  • 1,488 funds tracked by Wall St. Rank held McDonald's as of Q2 2014.

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