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Wintergreen Advisers’s McDonald's MCD Stock Holding History

Wintergreen Advisers’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 		– Sell
-130,930
Closed -$13M – 15
2013
Q2 		$13M Buy
+130,930
New +$13.1M 1.41% 13

Other funds holding MCD

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wintergreen Advisers's MCD Position: Q3 2013 in Review

Wintergreen Advisers sold out of McDonald's (MCD) in Q3 2013, closing a stake of 130,930 shares — an estimated $13M sold.

Wintergreen Advisers first reported a position in MCD in Q2 2013 and held it in 1 quarter. The position peaked at $13M in Q2 2013. 1,372 funds tracked by Wall St. Rank hold MCD as of Q3 2013.

  • Wintergreen Advisers reported no remaining McDonald's position as of Q3 2013 after selling out during the quarter.
  • Wintergreen Advisers sold 130,930 McDonald's shares in Q3 2013, an estimated $13M.
  • Wintergreen Advisers first reported a position in McDonald's in Q2 2013 and held it in 1 quarter.
  • Wintergreen Advisers's McDonald's position peaked at $13M in Q2 2013.
  • 1,372 funds tracked by Wall St. Rank held McDonald's as of Q3 2013.

Based on Wintergreen Advisers's 13F filing for Q3 2013, filed 14 Nov 2013.