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Windsor Financial Group’s McDonald's MCD Stock Holding History

Windsor Financial 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
2016
Q2 		– Sell
-43,603
Closed -$5.48M – 75
2016
Q1 		$5.48M Buy
43,603
+234
+0.5% +$28K 2.51% 13
2015
Q4 		$5.12M Sell
43,369
-1,439
-3% -$161K 2.49% 11
2015
Q3 		$4.42M Buy
44,808
+194
+0.4% +$18.9K 2.12% 21
2015
Q2 		$4.24M Buy
44,614
+40,886
+1,097% +$3.95M 1.83% 27
2015
Q1 		$363K Buy
+3,728
New +$354K 0.16% 69

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Windsor Financial Group's MCD Position: Q2 2016 in Review

Windsor Financial Group sold out of McDonald's (MCD) in Q2 2016, closing a stake of 43,603 shares — an estimated $5.48M sold.

Windsor Financial Group first reported a position in MCD in Q1 2015 and held it in 5 quarters. The position peaked at $5.48M in Q1 2016. 1,580 funds tracked by Wall St. Rank hold MCD as of Q2 2016.

  • Windsor Financial Group reported no remaining McDonald's position as of Q2 2016 after selling out during the quarter.
  • Windsor Financial Group sold 43,603 McDonald's shares in Q2 2016, an estimated $5.48M.
  • Windsor Financial Group first reported a position in McDonald's in Q1 2015 and held it in 5 quarters.
  • Windsor Financial Group's McDonald's position peaked at $5.48M in Q1 2016.
  • 1,580 funds tracked by Wall St. Rank held McDonald's as of Q2 2016.

Based on Windsor Financial Group's 13F filing for Q2 2016, filed 14 Jul 2016.