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Winchester Group’s McDonald's MCD Stock Holding History

Winchester Group’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
Q3 		$3.54M Sell
36,825
-11,675
-24% -$1.14M 0.78% 38
2013
Q2 		$4.8M Buy
+48,500
New +$4.86M 1.03% 20

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 $3.37T AUM 44.26% 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 $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Winchester Group's MCD Position: Q3 2013 in Review

Winchester Group reduced its McDonald's (MCD) stake by 24% in Q3 2013, selling an estimated $1.14M and leaving 36,825 shares worth $3.54M. The position accounts for 0.78% of the portfolio, ranked #38.

Winchester Group first reported a position in MCD in Q2 2013 and has held it in 2 quarters since. The position peaked at $4.8M in Q2 2013. 1,372 funds tracked by Wall St. Rank hold MCD as of Q3 2013.

  • Winchester Group held 36,825 shares of McDonald's worth $3.54M as of Q3 2013.
  • Winchester Group sold 11,675 McDonald's shares in Q3 2013, an estimated $1.14M.
  • McDonald's made up 0.78% of Winchester Group's portfolio in Q3 2013, its #38 holding.
  • Winchester Group first reported a position in McDonald's in Q2 2013 and has held it in 2 quarters since.
  • Winchester Group's McDonald's position peaked at $4.8M in Q2 2013.
  • 1,372 funds tracked by Wall St. Rank held McDonald's as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.