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

Wisconsin 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 Q4	$1.38M	Sell	14,730 -250	-2%	-$23.4K	0.49%	58
2014 Q3	$1.42M	Buy	14,980 +275	+2%	+$26.2K	0.53%	56
2014 Q2	$1.48M	Sell	14,705 -145	-1%	-$14.6K	0.54%	56
2014 Q1	$1.46M	Sell	14,850 -300	-2%	-$28.7K	0.56%	52
2013 Q4	$1.47M	Sell	15,150 -26,485	-64%	-$2.54M	0.58%	54
2013 Q3	$4.01M	Sell	41,635 -9,490	-19%	-$926K	1.71%	23
2013 Q2	$5.06M	Buy	+51,125	New	+$5.12M	2.15%	15

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Wisconsin Capital Management's MCD Position: Q4 2014 in Review

Wisconsin Capital Management reduced its McDonald's (MCD) stake by 1.7% in Q4 2014, selling an estimated $23.4K and leaving 14,730 shares worth $1.38M. The position accounts for 0.49% of the portfolio, ranked #58.

Wisconsin Capital Management first reported a position in MCD in Q2 2013 and has held it in 7 quarters since. The position peaked at $5.06M in Q2 2013. 1,553 funds tracked by Wall St. Rank hold MCD as of Q4 2014.

Wisconsin Capital Management held 14,730 shares of McDonald's worth $1.38M as of Q4 2014.
Wisconsin Capital Management sold 250 McDonald's shares in Q4 2014, an estimated $23.4K.
McDonald's made up 0.49% of Wisconsin Capital Management's portfolio in Q4 2014, its #58 holding.
Wisconsin Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 7 quarters since.
Wisconsin Capital Management's McDonald's position peaked at $5.06M in Q2 2013.
1,553 funds tracked by Wall St. Rank held McDonald's as of Q4 2014.

Based on Wisconsin Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.