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Wilson Kemp & Associates’s McDonald's MCD Stock Holding History

Wilson Kemp & Associates’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 		– Sell
-2,100
Closed -$206K – 61
2014
Q1 		$206K Sell
2,100
-3,500
-63% -$335K 0.54% 59
2013
Q4 		$543K Buy
5,600
+1,370
+32% +$132K 1.04% 32
2013
Q3 		$407K Sell
4,230
-3,500
-45% -$342K 0.9% 38
2013
Q2 		$765K Buy
+7,730
New +$774K 0.73% 41

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 $315B AUM 27.84% 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

Wilson Kemp & Associates's MCD Position: Q2 2014 in Review

Wilson Kemp & Associates sold out of McDonald's (MCD) in Q2 2014, closing a stake of 2,100 shares — an estimated $206K sold.

Wilson Kemp & Associates first reported a position in MCD in Q2 2013 and held it in 4 quarters. The position peaked at $765K in Q2 2013. 1,488 funds tracked by Wall St. Rank hold MCD as of Q2 2014.

  • Wilson Kemp & Associates reported no remaining McDonald's position as of Q2 2014 after selling out during the quarter.
  • Wilson Kemp & Associates sold 2,100 McDonald's shares in Q2 2014, an estimated $206K.
  • Wilson Kemp & Associates first reported a position in McDonald's in Q2 2013 and held it in 4 quarters.
  • Wilson Kemp & Associates's McDonald's position peaked at $765K in Q2 2013.
  • 1,488 funds tracked by Wall St. Rank held McDonald's as of Q2 2014.

Based on Wilson Kemp & Associates's 13F filing for Q2 2014, filed 21 Jul 2014.