Altavista Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $7.87M | Buy |
29,370
+681
| +2% | +$172K | 1.59% | 19 |
|
|
2021
Q3 | $6.92M | Sell |
28,689
-635
| -2% | -$152K | 1.54% | 21 |
|
|
2021
Q2 | $6.77M | Buy |
29,324
+908
| +3% | +$211K | 1.48% | 21 |
|
|
2021
Q1 | $6.37M | Sell |
28,416
-29
| -0.1% | -$6.2K | 1.55% | 21 |
|
|
2020
Q4 | $6.1M | Sell |
28,445
-324
| -1% | -$70.5K | 1.55% | 21 |
|
|
2020
Q3 | $6.31M | Sell |
28,769
-474
| -2% | -$97.3K | 1.74% | 17 |
|
|
2020
Q2 | $5.39M | Buy |
29,243
+822
| +3% | +$151K | 1.56% | 20 |
|
|
2020
Q1 | $4.7M | Buy |
28,421
+483
| +2% | +$95.2K | 1.6% | 18 |
|
|
2019
Q4 | $5.52M | Sell |
27,938
-469
| -2% | -$93K | 1.64% | 18 |
|
|
2019
Q3 | $6.1M | Sell |
28,407
-794
| -3% | -$170K | 1.9% | 13 |
|
|
2019
Q2 | $6.06M | Sell |
29,201
-596
| -2% | -$118K | 1.94% | 14 |
|
|
2019
Q1 | $5.66M | Sell |
29,797
-229
| -0.8% | -$41.6K | 2% | 15 |
|
|
2018
Q4 | $5.33M | Sell |
30,026
-122
| -0.4% | -$21.6K | 2.18% | 10 |
|
|
2018
Q3 | $5.04M | Sell |
30,148
-2,111
| -7% | -$338K | 1.88% | 15 |
|
|
2018
Q2 | $5.05M | Sell |
32,259
-19
| -0.1% | -$3.08K | 2.03% | 16 |
|
|
2018
Q1 | $5.05M | Buy |
32,278
+397
| +1% | +$65.3K | 2.14% | 12 |
|
|
2017
Q4 | $5.49M | Buy |
31,881
+192
| +0.6% | +$32.2K | 2.32% | 10 |
|
|
2017
Q3 | $4.96M | Sell |
31,689
-235
| -0.7% | -$36.8K | 2.36% | 10 |
|
|
2017
Q2 | $4.89M | Sell |
31,924
-219
| -0.7% | -$31.7K | 2.43% | 10 |
|
|
2017
Q1 | $4.17M | Buy |
32,143
+1,126
| +4% | +$141K | 2.08% | 13 |
|
|
2016
Q4 | $3.77M | Sell |
31,017
-75
| -0.2% | -$8.79K | 2.04% | 15 |
|
|
2016
Q3 | $3.59M | Sell |
31,092
-184
| -0.6% | -$21.8K | 1.96% | 15 |
|
|
2016
Q2 | $3.76M | Sell |
31,276
-438
| -1% | -$54.9K | 2.08% | 13 |
|
|
2016
Q1 | $3.99M | Sell |
31,714
-448
| -1% | -$53.5K | 2.25% | 14 |
|
|
2015
Q4 | $3.8M | Sell |
32,162
-377
| -1% | -$42.2K | 2.24% | 11 |
|
|
2015
Q3 | $3.21M | Buy |
32,539
+15
| +0% | +$1.46K | 2.11% | 15 |
|
|
2015
Q2 | $3.09M | Sell |
32,524
-188
| -0.6% | -$18.2K | 1.9% | 16 |
|
|
2015
Q1 | $3.19M | Buy |
32,712
+375
| +1% | +$35.6K | 1.96% | 16 |
|
|
2014
Q4 | $3.02M | Buy |
32,337
+477
| +1% | +$44.7K | 1.86% | 17 |
|
|
2014
Q3 | $3.02M | Sell |
31,860
-365
| -1% | -$34.8K | 1.95% | 13 |
|
|
2014
Q2 | $3.25M | Sell |
32,225
-143
| -0.4% | -$14.4K | 2.02% | 12 |
|
|
2014
Q1 | $3.17M | Sell |
32,368
-282
| -0.9% | -$27K | 1.93% | 13 |
|
|
2013
Q4 | $3.17M | Sell |
32,650
-388
| -1% | -$37.3K | 1.93% | 13 |
|
|
2013
Q3 | $3.18M | Sell |
33,038
-155
| -0.5% | -$15.1K | 2.07% | 10 |
|
|
2013
Q2 | $3.29M | Buy |
+33,193
| New | +$3.32M | 2.21% | 11 |
|
Other funds holding MCD
Altavista Wealth Management's MCD Position: Q4 2021 in Review
Altavista Wealth Management increased its McDonald's (MCD) stake by 2.4% in Q4 2021, buying an estimated $172K and bringing the position to 29,370 shares worth $7.87M. The position accounts for 1.59% of the portfolio, ranked #19.
Altavista Wealth Management first reported a position in MCD in Q2 2013 and has held it in 35 quarters since. 2,796 funds tracked by Wall St. Rank hold MCD as of Q4 2021.
- Altavista Wealth Management held 29,370 shares of McDonald's worth $7.87M as of Q4 2021.
- Altavista Wealth Management bought 681 McDonald's shares in Q4 2021, an estimated $172K.
- McDonald's made up 1.59% of Altavista Wealth Management's portfolio in Q4 2021, its #19 holding.
- Altavista Wealth Management first reported a position in McDonald's in Q2 2013 and has held it in 35 quarters since.
- 2,796 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.
Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.