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Zuckerman Investment Group’s McDonald's MCD Stock Holding History

Zuckerman Investment 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
2014
Q4 		– Sell
-91,849
Closed -$8.71M – 63
2014
Q3 		$8.71M Sell
91,849
-860
-0.9% -$82K 1.81% 24
2014
Q2 		$9.34M Buy
92,709
+625
+0.7% +$63.1K 2.01% 24
2014
Q1 		$9.03M Buy
92,084
+4,036
+5% +$386K 2.14% 22
2013
Q4 		$8.54M Buy
88,048
+6,007
+7% +$577K 2.01% 20
2013
Q3 		$7.89M Buy
82,041
+16,700
+26% +$1.63M 1.98% 23
2013
Q2 		$6.47M Buy
+65,341
New +$6.54M 1.68% 28

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Zuckerman Investment Group's MCD Position: Q4 2014 in Review

Zuckerman Investment Group sold out of McDonald's (MCD) in Q4 2014, closing a stake of 91,849 shares — an estimated $8.71M sold.

Zuckerman Investment Group first reported a position in MCD in Q2 2013 and held it in 6 quarters. The position peaked at $9.34M in Q2 2014. 1,553 funds tracked by Wall St. Rank hold MCD as of Q4 2014.

  • Zuckerman Investment Group reported no remaining McDonald's position as of Q4 2014 after selling out during the quarter.
  • Zuckerman Investment Group sold 91,849 McDonald's shares in Q4 2014, an estimated $8.71M.
  • Zuckerman Investment Group first reported a position in McDonald's in Q2 2013 and held it in 6 quarters.
  • Zuckerman Investment Group's McDonald's position peaked at $9.34M in Q2 2014.
  • 1,553 funds tracked by Wall St. Rank held McDonald's as of Q4 2014.

Based on Zuckerman Investment Group's 13F filing for Q4 2014, filed 6 Feb 2015.