Yellowstone Partners’s McDonald's MCD Stock Holding History

Yellowstone Partners’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
2017 Q4	$903K	Sell	5,246 -608	-10%	-$102K	0.51%	50
2017 Q3	$917K	Buy	+5,854	New	+$918K	0.48%	50
2016 Q3	$1.11M	Buy	9,631 +3,900	+68%	+$462K	0.41%	68
2016 Q2	$690K	Sell	5,731 -194	-3%	-$24.3K	0.3%	84
2016 Q1	$745K	Buy	5,925 +1,382	+30%	+$165K	0.32%	72
2015 Q4	$537K	Sell	4,543 -579	-11%	-$64.7K	0.24%	77
2015 Q3	$505K	Buy	5,122 +1,476	+40%	+$144K	0.24%	76
2015 Q2	$347K	Buy	3,646 +604	+20%	+$58.4K	0.16%	119
2015 Q1	$296K	Sell	3,042 -1,212	-28%	-$115K	0.15%	120
2014 Q4	$399K	Sell	4,254 -751	-15%	-$70.3K	0.22%	97
2014 Q3	$475K	Buy	5,005 +1,074	+27%	+$102K	0.27%	74
2014 Q2	$396K	Buy	3,931 +89	+2%	+$8.98K	0.23%	91
2014 Q1	$377K	Buy	3,842 +156	+4%	+$14.9K	0.24%	92
2013 Q4	$358K	Buy	+3,686	New	+$354K	0.23%	87

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Yellowstone Partners's MCD Position: Q4 2017 in Review

Yellowstone Partners reduced its McDonald's (MCD) stake by 10% in Q4 2017, selling an estimated $102K and leaving 5,246 shares worth $903K. The position accounts for 0.51% of the portfolio, ranked #50.

Yellowstone Partners first reported a position in MCD in Q4 2013 and has held it in 14 quarters since. The position peaked at $1.11M in Q3 2016. 1,890 funds tracked by Wall St. Rank hold MCD as of Q4 2017.

Yellowstone Partners held 5,246 shares of McDonald's worth $903K as of Q4 2017.
Yellowstone Partners sold 608 McDonald's shares in Q4 2017, an estimated $102K.
McDonald's made up 0.51% of Yellowstone Partners's portfolio in Q4 2017, its #50 holding.
Yellowstone Partners first reported a position in McDonald's in Q4 2013 and has held it in 14 quarters since.
Yellowstone Partners's McDonald's position peaked at $1.11M in Q3 2016.
1,890 funds tracked by Wall St. Rank held McDonald's as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.