Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $762K | Buy |
2,569
+8
| +0.3% | +$2.18K | 0.06% | 111 |
|
|
2023
Q3 | $675K | Buy |
2,561
+69
| +3% | +$19.7K | 0.06% | 109 |
|
|
2023
Q2 | $744K | Buy |
2,492
+444
| +22% | +$129K | 0.06% | 106 |
|
|
2023
Q1 | $573K | Buy |
2,048
+14
| +0.7% | +$3.75K | 0.05% | 124 |
|
|
2022
Q4 | $536K | Buy |
2,034
+5
| +0.2% | +$1.32K | 0.05% | 137 |
|
|
2022
Q3 | $468K | Buy |
2,029
+4
| +0.2% | +$1.02K | 0.05% | 127 |
|
|
2022
Q2 | $500K | Sell |
2,025
-8
| -0.4% | -$1.97K | 0.05% | 123 |
|
|
2022
Q1 | $503K | Sell |
2,033
-54
| -3% | -$13.5K | 0.04% | 117 |
|
|
2021
Q4 | $560K | Buy |
2,087
+64
| +3% | +$16.2K | 0.05% | 110 |
|
|
2021
Q3 | $488K | Sell |
2,023
-36
| -2% | -$8.59K | 0.05% | 100 |
|
|
2021
Q2 | $476K | Sell |
2,059
-10
| -0.5% | -$2.33K | 0.05% | 98 |
|
|
2021
Q1 | $464K | Buy |
2,069
+969
| +88% | +$207K | 0.05% | 95 |
|
|
2020
Q4 | $236K | Sell |
1,100
-136
| -11% | -$29.6K | 0.03% | 115 |
|
|
2020
Q3 | $271K | Sell |
1,236
-204
| -14% | -$41.9K | 0.03% | 101 |
|
|
2020
Q2 | $266K | Buy |
1,440
+691
| +92% | +$127K | 0.03% | 99 |
|
|
2020
Q1 | $124K | Sell |
749
-187
| -20% | -$36.8K | 0.02% | 127 |
|
|
2019
Q4 | $185K | Buy |
936
+134
| +17% | +$26.6K | 0.02% | 116 |
|
|
2019
Q3 | $172K | Buy |
802
+67
| +9% | +$14.4K | 0.02% | 112 |
|
|
2019
Q2 | $152K | Buy |
735
+274
| +59% | +$54.3K | 0.02% | 119 |
|
|
2019
Q1 | $91K | Buy |
461
+3
| +0.7% | +$544 | 0.01% | 155 |
|
|
2018
Q4 | $84K | Sell |
458
-650
| -59% | -$115K | 0.01% | 154 |
|
|
2018
Q3 | $187K | Buy |
1,108
+6
| +0.5% | +$962 | 0.03% | 89 |
|
|
2018
Q2 | $175K | Buy |
1,102
+7
| +0.6% | +$1.14K | 0.03% | 94 |
|
|
2018
Q1 | $174K | Buy |
1,095
+462
| +73% | +$76K | 0.03% | 91 |
|
|
2017
Q4 | $112K | Sell |
633
-116
| -15% | -$19.5K | 0.02% | 121 |
|
|
2017
Q3 | $120K | Hold |
749
| – | – | 0.02% | 108 |
|
|
2017
Q2 | $116K | Sell |
749
-110
| -13% | -$15.9K | 0.02% | 105 |
|
|
2017
Q1 | $113K | Sell |
859
-140
| -14% | -$17.6K | 0.02% | 107 |
|
|
2016
Q4 | $119K | Buy |
+999
| New | +$117K | 0.02% | 96 |
|
|
2013
Q3 | – | Sell |
-951
| Closed | -$94K | – | 146 |
|
|
2013
Q2 | $94K | Buy |
+951
| New | +$95.2K | 0.05% | 59 |
|
Other funds holding MCD
Baystate Wealth Management's MCD Position: Q4 2023 in Review
Baystate Wealth Management increased its McDonald's (MCD) stake by 0.31% in Q4 2023, buying an estimated $2.18K and bringing the position to 2,569 shares worth $762K. The position accounts for 0.06% of the portfolio, ranked #111.
Baystate Wealth Management first reported a position in MCD in Q2 2013 and has held it in 30 quarters since. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.
- Baystate Wealth Management held 2,569 shares of McDonald's worth $762K as of Q4 2023.
- Baystate Wealth Management bought 8 McDonald's shares in Q4 2023, an estimated $2.18K.
- McDonald's made up 0.06% of Baystate Wealth Management's portfolio in Q4 2023, its #111 holding.
- Baystate Wealth Management first reported a position in McDonald's in Q2 2013 and has held it in 30 quarters since.
- 3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.
Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.