MCD - MICROSOFT
This page shows which of the focused investors we track hold MCD and how their positions changed, so you can see how much conviction the group has in the stock.
In Q1 2014 it was held by 8 managers with an aggregate reported value of $227.09M, which is 0.05% of the combined portfolio.
As of Q1 2014, 8 tracked institutional managers held MCD (MICROSOFT) with an aggregate reported value of $227.09M — 0.05% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2014
- Ticker
- MCD
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Terry Smith - Fundsmith | 9.23% | Add +3.6% | 4,290,030 | $175.85M |
| 2 | David Katz - Matrix Asset Advisors | 2.51% | Add +5.6% | 213,696 | $20.95M |
| 3 | Thomas Gayner - Markel Asset Management | 0.54% | Reduce -2.0% | 181,000 | $17.74M |
| 4 | Dodge & Cox - Dodge & Cox | 0.01% | Reduce -5.1% | 60,419 | $5.92M |
| 5 | Robert Olstein - Olstein Capital Management | 0.51% | - | 38,000 | $3.73M |
| 6 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.03% | Add +8.4% | 21,293 | $2.09M |
| 7 | Valley Forge Capital Management - Valley Forge Capital Management | 0.05% | - | 4,353 | $427K |
| 8 | Thomas Russo - Gardner Russo & Quinn | 0.00% | - | 3,960 | $388K |
Loading holder history for MCD…