America First Investment Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-76
| Closed | -$22.5K | – | 92 |
|
|
2023
Q4 | $22.5K | Hold |
76
| – | – | 0.01% | 75 |
|
|
2023
Q3 | $20K | Sell |
76
-47
| -38% | -$13.4K | 0.01% | 78 |
|
|
2023
Q2 | $36.7K | Hold |
123
| – | – | 0.01% | 63 |
|
|
2023
Q1 | $34.4K | Sell |
123
-57
| -32% | -$15.3K | 0.01% | 63 |
|
|
2022
Q4 | $47K | Hold |
180
| – | – | 0.01% | 55 |
|
|
2022
Q3 | $42K | Sell |
180
-21
| -10% | -$5.37K | 0.01% | 51 |
|
|
2022
Q2 | $50K | Hold |
201
| – | – | 0.02% | 50 |
|
|
2022
Q1 | $50K | Sell |
201
-216
| -52% | -$53.8K | 0.01% | 52 |
|
|
2021
Q4 | $112K | Sell |
417
-184
| -31% | -$46.5K | 0.03% | 43 |
|
|
2021
Q3 | $145K | Hold |
601
| – | – | 0.04% | 43 |
|
|
2021
Q2 | $139K | Hold |
601
| – | – | 0.04% | 44 |
|
|
2021
Q1 | $135K | Sell |
601
-466
| -44% | -$99.7K | 0.04% | 45 |
|
|
2020
Q4 | $229K | Sell |
1,067
-534
| -33% | -$116K | 0.07% | 46 |
|
|
2020
Q3 | $351K | Hold |
1,601
| – | – | 0.11% | 40 |
|
|
2020
Q2 | $295K | Sell |
1,601
-60
| -4% | -$11K | 0.09% | 42 |
|
|
2020
Q1 | $275K | Hold |
1,661
| – | – | 0.1% | 41 |
|
|
2019
Q4 | $328K | Hold |
1,661
| – | – | 0.1% | 38 |
|
|
2019
Q3 | $357K | Hold |
1,661
| – | – | 0.11% | 38 |
|
|
2019
Q2 | $345K | Hold |
1,661
| – | – | 0.1% | 37 |
|
|
2019
Q1 | $315K | Hold |
1,661
| – | – | 0.1% | 38 |
|
|
2018
Q4 | $295K | Hold |
1,661
| – | – | 0.1% | 38 |
|
|
2018
Q3 | $278K | Hold |
1,661
| – | – | 0.09% | 38 |
|
|
2018
Q2 | $260K | Hold |
1,661
| – | – | 0.08% | 37 |
|
|
2018
Q1 | $260K | Hold |
1,661
| – | – | 0.1% | 37 |
|
|
2017
Q4 | $286K | Buy |
1,661
+400
| +32% | +$67.2K | 0.1% | 38 |
|
|
2017
Q3 | $198K | Hold |
1,261
| – | – | 0.07% | 39 |
|
|
2017
Q2 | $193K | Hold |
1,261
| – | – | 0.07% | 41 |
|
|
2017
Q1 | $163K | Hold |
1,261
| – | – | 0.06% | 49 |
|
|
2016
Q4 | $153K | Buy |
1,261
+261
| +26% | +$30.6K | 0.06% | 46 |
|
|
2016
Q3 | $115K | Hold |
1,000
| – | – | 0.05% | 51 |
|
|
2016
Q2 | $120K | Hold |
1,000
| – | – | 0.05% | 50 |
|
|
2016
Q1 | $126K | Hold |
1,000
| – | – | 0.06% | 51 |
|
|
2015
Q4 | $118K | Hold |
1,000
| – | – | 0.05% | 50 |
|
|
2015
Q3 | $99K | Hold |
1,000
| – | – | 0.05% | 49 |
|
|
2015
Q2 | $95K | Hold |
1,000
| – | – | 0.04% | 50 |
|
|
2015
Q1 | $97K | Hold |
1,000
| – | – | 0.04% | 56 |
|
|
2014
Q4 | $94K | Hold |
1,000
| – | – | 0.04% | 59 |
|
|
2014
Q3 | $95K | Hold |
1,000
| – | – | 0.04% | 57 |
|
|
2014
Q2 | $101K | Hold |
1,000
| – | – | 0.05% | 59 |
|
|
2014
Q1 | $98K | Hold |
1,000
| – | – | 0.05% | 60 |
|
|
2013
Q4 | $97K | Hold |
1,000
| – | – | 0.05% | 64 |
|
|
2013
Q3 | $96K | Hold |
1,000
| – | – | 0.05% | 64 |
|
|
2013
Q2 | $99K | Buy |
+1,000
| New | +$100K | 0.05% | 58 |
|
Other funds holding MCD
America First Investment Advisors's MCD Position: Q1 2024 in Review
America First Investment Advisors sold out of McDonald's (MCD) in Q1 2024, closing a stake of 76 shares — an estimated $22.5K sold.
America First Investment Advisors first reported a position in MCD in Q2 2013 and held it in 43 quarters. The position peaked at $357K in Q3 2019. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.
- America First Investment Advisors reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
- America First Investment Advisors sold 76 McDonald's shares in Q1 2024, an estimated $22.5K.
- America First Investment Advisors first reported a position in McDonald's in Q2 2013 and held it in 43 quarters.
- America First Investment Advisors's McDonald's position peaked at $357K in Q3 2019.
- 3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.
Based on America First Investment Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.