Brian C. Broderick’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 |
-675
| Closed | -$200K | – | 85 |
|
|
2023
Q4 | $200K | Sell |
675
-200
| -23% | -$54.4K | 0.05% | 75 |
|
|
2023
Q3 | $231K | Sell |
875
-75
| -8% | -$21.4K | 0.06% | 76 |
|
|
2023
Q2 | $283K | Hold |
950
| – | – | 0.07% | 72 |
|
|
2023
Q1 | $266K | Hold |
950
| – | – | 0.07% | 70 |
|
|
2022
Q4 | $250K | Hold |
950
| – | – | 0.07% | 72 |
|
|
2022
Q3 | $219K | Sell |
950
-50
| -5% | -$12.8K | 0.07% | 76 |
|
|
2022
Q2 | $247K | Hold |
1,000
| – | – | 0.07% | 69 |
|
|
2022
Q1 | $247K | Sell |
1,000
-100
| -9% | -$24.9K | 0.06% | 70 |
|
|
2021
Q4 | $295K | Hold |
1,100
| – | – | 0.07% | 68 |
|
|
2021
Q3 | $265K | Hold |
1,100
| – | – | 0.07% | 71 |
|
|
2021
Q2 | $255K | Hold |
1,100
| – | – | 0.07% | 72 |
|
|
2021
Q1 | $246K | Hold |
1,100
| – | – | 0.07% | 70 |
|
|
2020
Q4 | $237K | Hold |
1,100
| – | – | 0.07% | 71 |
|
|
2020
Q3 | $242K | Sell |
1,100
-400
| -27% | -$82.1K | 0.08% | 74 |
|
|
2020
Q2 | $277K | Hold |
1,500
| – | – | 0.09% | 75 |
|
|
2020
Q1 | $247K | Hold |
1,500
| – | – | 0.1% | 72 |
|
|
2019
Q4 | $296K | Buy |
1,500
+400
| +36% | +$79.3K | 0.1% | 71 |
|
|
2019
Q3 | $237K | Buy |
+1,100
| New | +$236K | 0.08% | 77 |
|
|
2018
Q4 | – | Sell |
-1,550
| Closed | -$260K | – | 81 |
|
|
2018
Q3 | $260K | Sell |
1,550
-100
| -6% | -$16K | 0.09% | 77 |
|
|
2018
Q2 | $259K | Hold |
1,650
| – | – | 0.09% | 76 |
|
|
2018
Q1 | $258K | Sell |
1,650
-25
| -1% | -$4.11K | 0.1% | 79 |
|
|
2017
Q4 | $288K | Sell |
1,675
-125
| -7% | -$21K | 0.11% | 78 |
|
|
2017
Q3 | $282K | Hold |
1,800
| – | – | 0.1% | 87 |
|
|
2017
Q2 | $276K | Sell |
1,800
-400
| -18% | -$57.8K | 0.1% | 86 |
|
|
2017
Q1 | $286K | Sell |
2,200
-200
| -8% | -$25.1K | 0.12% | 79 |
|
|
2016
Q4 | $292K | Hold |
2,400
| – | – | 0.13% | 80 |
|
|
2016
Q3 | $276K | Sell |
2,400
-600
| -20% | -$71.1K | 0.12% | 87 |
|
|
2016
Q2 | $362K | Sell |
3,000
-1,000
| -25% | -$125K | 0.15% | 81 |
|
|
2016
Q1 | $502K | Sell |
4,000
-1,100
| -22% | -$131K | 0.22% | 71 |
|
|
2015
Q4 | $602K | Hold |
5,100
| – | – | 0.27% | 69 |
|
|
2015
Q3 | $502K | Hold |
5,100
| – | – | 0.23% | 69 |
|
|
2015
Q2 | $485K | Sell |
5,100
-200
| -4% | -$19.3K | 0.21% | 74 |
|
|
2015
Q1 | $516K | Sell |
5,300
-620
| -10% | -$58.8K | 0.21% | 72 |
|
|
2014
Q4 | $555K | Sell |
5,920
-355
| -6% | -$33.2K | 0.24% | 68 |
|
|
2014
Q3 | $595K | Buy |
6,275
+55
| +0.9% | +$5.25K | 0.26% | 68 |
|
|
2014
Q2 | $626K | Sell |
6,220
-120
| -2% | -$12.1K | 0.29% | 66 |
|
|
2014
Q1 | $621K | Hold |
6,340
| – | – | 0.31% | 64 |
|
|
2013
Q4 | $615K | Hold |
6,340
| – | – | 0.31% | 64 |
|
|
2013
Q3 | $610K | Hold |
6,340
| – | – | 0.34% | 64 |
|
|
2013
Q2 | $628K | Buy |
+6,340
| New | +$635K | 0.38% | 61 |
|
Other funds holding MCD
Brian C. Broderick's MCD Position: Q1 2024 in Review
Brian C. Broderick sold out of McDonald's (MCD) in Q1 2024, closing a stake of 675 shares — an estimated $200K sold.
Brian C. Broderick first reported a position in MCD in Q2 2013 and held it in 40 quarters. The position peaked at $628K in Q2 2013. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.
- Brian C. Broderick reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
- Brian C. Broderick sold 675 McDonald's shares in Q1 2024, an estimated $200K.
- Brian C. Broderick first reported a position in McDonald's in Q2 2013 and held it in 40 quarters.
- Brian C. Broderick's McDonald's position peaked at $628K in Q2 2013.
- 3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.
Based on Brian C. Broderick's 13F filing for Q1 2024, filed 6 May 2024.