Arden Trust’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
Q2 | $489K | Sell |
1,918
-378
| -16% | -$100K | 0.07% | 137 |
|
|
2024
Q1 | $647K | Hold |
2,296
| – | – | 0.09% | 126 |
|
|
2023
Q4 | $681K | Sell |
2,296
-550
| -19% | -$150K | 0.1% | 122 |
|
|
2023
Q3 | $750K | Sell |
2,846
-800
| -22% | -$228K | 0.12% | 111 |
|
|
2023
Q2 | $1.09M | Hold |
3,646
| – | – | 0.18% | 94 |
|
|
2023
Q1 | $1.02M | Sell |
3,646
-555
| -13% | -$149K | 0.18% | 110 |
|
|
2022
Q4 | $1.11M | Sell |
4,201
-9
| -0.2% | -$2.37K | 0.22% | 98 |
|
|
2022
Q3 | $971K | Sell |
4,210
-882
| -17% | -$225K | 0.25% | 98 |
|
|
2022
Q2 | $1.26M | Sell |
5,092
-778
| -13% | -$192K | 0.29% | 82 |
|
|
2022
Q1 | $1.45M | Sell |
5,870
-952
| -14% | -$237K | 0.28% | 76 |
|
|
2021
Q4 | $1.83M | Sell |
6,822
-303
| -4% | -$76.5K | 0.31% | 68 |
|
|
2021
Q3 | $1.72M | Sell |
7,125
-295
| -4% | -$70.4K | 0.29% | 75 |
|
|
2021
Q2 | $1.71M | Buy |
7,420
+142
| +2% | +$33K | 0.28% | 74 |
|
|
2021
Q1 | $1.63M | Sell |
7,278
-25
| -0.3% | -$5.35K | 0.27% | 74 |
|
|
2020
Q4 | $1.57M | Sell |
7,303
-945
| -11% | -$205K | 0.26% | 81 |
|
|
2020
Q3 | $1.81M | Buy |
8,248
+40
| +0.5% | +$8.21K | 0.32% | 59 |
|
|
2020
Q2 | $1.51M | Sell |
8,208
-1,949
| -19% | -$357K | 0.28% | 74 |
|
|
2020
Q1 | $1.68M | Sell |
10,157
-3,398
| -25% | -$670K | 0.33% | 61 |
|
|
2019
Q4 | $2.68M | Buy |
13,555
+1,630
| +14% | +$323K | 0.42% | 45 |
|
|
2019
Q3 | $2.56M | Sell |
11,925
-108
| -0.9% | -$23.2K | 0.42% | 44 |
|
|
2019
Q2 | $2.5M | Sell |
12,033
-2,919
| -20% | -$578K | 0.42% | 46 |
|
|
2019
Q1 | $2.84M | Sell |
14,952
-96
| -0.6% | -$17.4K | 0.46% | 39 |
|
|
2018
Q4 | $2.67M | Sell |
15,048
-129
| -0.8% | -$22.9K | 0.48% | 43 |
|
|
2018
Q3 | $2.54M | Sell |
15,177
-132
| -0.9% | -$21.2K | 0.39% | 46 |
|
|
2018
Q2 | $2.4M | Sell |
15,309
-398
| -3% | -$64.5K | 0.38% | 48 |
|
|
2018
Q1 | $2.46M | Sell |
15,707
-781
| -5% | -$128K | 0.38% | 45 |
|
|
2017
Q4 | $2.84M | Sell |
16,488
-455
| -3% | -$76.4K | 0.43% | 44 |
|
|
2017
Q3 | $2.65M | Sell |
16,943
-886
| -5% | -$139K | 0.4% | 48 |
|
|
2017
Q2 | $2.73M | Sell |
17,829
-738
| -4% | -$107K | 0.42% | 49 |
|
|
2017
Q1 | $2.41M | Sell |
18,567
-1,497
| -7% | -$188K | 0.38% | 50 |
|
|
2016
Q4 | $2.44M | Buy |
20,064
+221
| +1% | +$25.9K | 0.37% | 52 |
|
|
2016
Q3 | $2.29M | Sell |
19,843
-49,839
| -72% | -$5.91M | 0.35% | 56 |
|
|
2016
Q2 | $8.38K | Buy |
69,682
+1,319
| +2% | +$165K | 0.63% | 44 |
|
|
2016
Q1 | $8.59M | Buy |
68,363
+19,876
| +41% | +$2.38M | 0.69% | 40 |
|
|
2015
Q4 | $5.73M | Sell |
48,487
-1,205
| -2% | -$135K | 0.48% | 54 |
|
|
2015
Q3 | $4.9M | Buy |
49,692
+13,237
| +36% | +$1.29M | 0.4% | 61 |
|
|
2015
Q2 | $3.47K | Sell |
36,455
-549
| -1% | -$53.1K | 0.52% | 47 |
|
|
2015
Q1 | $3.6K | Buy |
37,004
+15,991
| +76% | +$1.52M | 0.52% | 48 |
|
|
2014
Q4 | $1.97M | Sell |
21,013
-1,200
| -5% | -$112K | 0.27% | 82 |
|
|
2014
Q3 | $2.11M | Buy |
22,213
+1,109
| +5% | +$106K | 0.29% | 75 |
|
|
2014
Q2 | $2.13M | Buy |
21,104
+878
| +4% | +$88.6K | 0.29% | 71 |
|
|
2014
Q1 | $1.98M | Sell |
20,226
-2,010
| -9% | -$192K | 0.24% | 82 |
|
|
2013
Q4 | $2.16M | Buy |
22,236
+5,032
| +29% | +$483K | 0.26% | 73 |
|
|
2013
Q3 | $1.66M | Buy |
17,204
+42
| +0.2% | +$4.1K | 0.21% | 87 |
|
|
2013
Q2 | $1.7M | Buy |
+17,162
| New | +$1.72M | 0.21% | 94 |
|
Other funds holding MCD
Arden Trust's MCD Position: Q2 2024 in Review
Arden Trust reduced its McDonald's (MCD) stake by 16% in Q2 2024, selling an estimated $100K and leaving 1,918 shares worth $489K. The position accounts for 0.07% of the portfolio, ranked #137.
Arden Trust first reported a position in MCD in Q2 2013 and has held it in 45 quarters since. The position peaked at $8.59M in Q1 2016. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.
- Arden Trust held 1,918 shares of McDonald's worth $489K as of Q2 2024.
- Arden Trust sold 378 McDonald's shares in Q2 2024, an estimated $100K.
- McDonald's made up 0.07% of Arden Trust's portfolio in Q2 2024, its #137 holding.
- Arden Trust first reported a position in McDonald's in Q2 2013 and has held it in 45 quarters since.
- Arden Trust's McDonald's position peaked at $8.59M in Q1 2016.
- 3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.
Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.