WCM
MCD icon

Winton Capital Management’s McDonald's MCD Stock Holding History

Winton Capital Management’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
Q1 		$7M Sell
71,447
-235,511
-77% -$22.5M 0.05% 363
2013
Q4 		$29.8M Sell
306,958
-139,980
-31% -$13.4M 0.27% 136
2013
Q3 		$43M Buy
446,938
+75,411
+20% +$7.36M 0.52% 41
2013
Q2 		$36.8M Buy
+371,527
New +$37.2M 0.45% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Winton Capital Management's MCD Position: Q1 2014 in Review

Winton Capital Management reduced its McDonald's (MCD) stake by 77% in Q1 2014, selling an estimated $22.5M and leaving 71,447 shares worth $7M. The position accounts for 0.05% of the portfolio, ranked #363.

Winton Capital Management first reported a position in MCD in Q2 2013 and has held it in 4 quarters since. The position peaked at $43M in Q3 2013. 1,480 funds tracked by Wall St. Rank hold MCD as of Q1 2014.

  • Winton Capital Management held 71,447 shares of McDonald's worth $7M as of Q1 2014.
  • Winton Capital Management sold 235,511 McDonald's shares in Q1 2014, an estimated $22.5M.
  • McDonald's made up 0.05% of Winton Capital Management's portfolio in Q1 2014, its #363 holding.
  • Winton Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 4 quarters since.
  • Winton Capital Management's McDonald's position peaked at $43M in Q3 2013.
  • 1,480 funds tracked by Wall St. Rank held McDonald's as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.