BTR Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.18M | Sell |
9,437
-200
| -2% | -$51.1K | 0.34% | 55 |
|
|
2022
Q2 | $2.38M | Sell |
9,637
-36
| -0.4% | -$8.87K | 0.34% | 55 |
|
|
2022
Q1 | $2.39M | Sell |
9,673
-184
| -2% | -$45.8K | 0.29% | 55 |
|
|
2021
Q4 | $2.64M | Buy |
9,857
+600
| +6% | +$151K | 0.3% | 55 |
|
|
2021
Q3 | $2.23M | Hold |
9,257
| – | – | 0.28% | 56 |
|
|
2021
Q2 | $2.14M | Buy |
9,257
+2,320
| +33% | +$540K | 0.27% | 56 |
|
|
2021
Q1 | $1.55M | Buy |
6,937
+261
| +4% | +$55.8K | 0.23% | 66 |
|
|
2020
Q4 | $1.43M | Buy |
6,676
+42
| +0.6% | +$9.13K | 0.22% | 65 |
|
|
2020
Q3 | $1.46M | Buy |
6,634
+700
| +12% | +$144K | 0.26% | 58 |
|
|
2020
Q2 | $1.09M | Buy |
5,934
+94
| +2% | +$17.2K | 0.21% | 70 |
|
|
2020
Q1 | $966K | Hold |
5,840
| – | – | 0.21% | 71 |
|
|
2019
Q4 | $1.15M | Hold |
5,840
| – | – | 0.2% | 81 |
|
|
2019
Q3 | $1.25M | Sell |
5,840
-156
| -3% | -$33.4K | 0.24% | 74 |
|
|
2019
Q2 | $1.25M | Sell |
5,996
-350
| -6% | -$69.3K | 0.23% | 74 |
|
|
2019
Q1 | $1.21M | Buy |
6,346
+771
| +14% | +$140K | 0.23% | 76 |
|
|
2018
Q4 | $990K | Sell |
5,575
-181
| -3% | -$32.1K | 0.21% | 82 |
|
|
2018
Q3 | $963K | Buy |
5,756
+1,150
| +25% | +$184K | 0.17% | 82 |
|
|
2018
Q2 | $722K | Hold |
4,606
| – | – | 0.14% | 88 |
|
|
2018
Q1 | $720K | Buy |
4,606
+100
| +2% | +$16.5K | 0.14% | 88 |
|
|
2017
Q4 | $776K | Hold |
4,506
| – | – | 0.15% | 84 |
|
|
2017
Q3 | $706K | Hold |
4,506
| – | – | 0.14% | 85 |
|
|
2017
Q2 | $690K | Sell |
4,506
-25
| -0.6% | -$3.61K | 0.14% | 86 |
|
|
2017
Q1 | $587K | Buy |
4,531
+31
| +0.7% | +$3.89K | 0.12% | 94 |
|
|
2016
Q4 | $519K | Hold |
4,500
| – | – | 0.12% | 108 |
|
|
2016
Q3 | $519K | Hold |
4,500
| – | – | 0.12% | 108 |
|
|
2016
Q2 | $542K | Sell |
4,500
-140
| -3% | -$17.5K | 0.12% | 108 |
|
|
2016
Q1 | $583K | Buy |
4,640
+140
| +3% | +$16.7K | 0.14% | 106 |
|
|
2015
Q4 | $532K | Sell |
4,500
-50
| -1% | -$5.59K | 0.12% | 115 |
|
|
2015
Q3 | $448K | Hold |
4,550
| – | – | 0.11% | 117 |
|
|
2015
Q2 | $433K | Buy |
4,550
+100
| +2% | +$9.67K | 0.1% | 109 |
|
|
2015
Q1 | $434K | Hold |
4,450
| – | – | 0.11% | 112 |
|
|
2014
Q4 | $417K | Hold |
4,450
| – | – | 0.11% | 98 |
|
|
2014
Q3 | $422K | Hold |
4,450
| – | – | 0.12% | 95 |
|
|
2014
Q2 | $448K | Sell |
4,450
-100
| -2% | -$10.1K | 0.12% | 96 |
|
|
2014
Q1 | $446K | Hold |
4,550
| – | – | 0.13% | 94 |
|
|
2013
Q4 | $441K | Buy |
4,550
+100
| +2% | +$9.61K | 0.13% | 97 |
|
|
2013
Q3 | $428K | Sell |
4,450
-461
| -9% | -$45K | 0.13% | 96 |
|
|
2013
Q2 | $486K | Buy |
+4,911
| New | +$492K | 0.15% | 95 |
|
Other funds holding MCD
BTR Capital Management's MCD Position: Q3 2022 in Review
BTR Capital Management reduced its McDonald's (MCD) stake by 2.1% in Q3 2022, selling an estimated $51.1K and leaving 9,437 shares worth $2.18M. The position accounts for 0.34% of the portfolio, ranked #55.
BTR Capital Management first reported a position in MCD in Q2 2013 and has held it in 38 quarters since. The position peaked at $2.64M in Q4 2021. 2,695 funds tracked by Wall St. Rank hold MCD as of Q3 2022.
- BTR Capital Management held 9,437 shares of McDonald's worth $2.18M as of Q3 2022.
- BTR Capital Management sold 200 McDonald's shares in Q3 2022, an estimated $51.1K.
- McDonald's made up 0.34% of BTR Capital Management's portfolio in Q3 2022, its #55 holding.
- BTR Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 38 quarters since.
- BTR Capital Management's McDonald's position peaked at $2.64M in Q4 2021.
- 2,695 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.
Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.