Cetera Advisor Networks’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 | $44.8M | Sell |
158,765
-2,303
| -1% | -$670K | 0.22% | 93 |
|
|
2023
Q4 | $47.8M | Buy |
161,068
+7,824
| +5% | +$2.13M | 0.27% | 79 |
|
|
2023
Q3 | $40.4M | Buy |
153,244
+5,932
| +4% | +$1.69M | 0.25% | 83 |
|
|
2023
Q2 | $44M | Buy |
147,312
+6,981
| +5% | +$2.03M | 0.31% | 68 |
|
|
2023
Q1 | $39.2M | Buy |
140,331
+6,449
| +5% | +$1.73M | 0.29% | 71 |
|
|
2022
Q4 | $35.3M | Buy |
133,882
+21,026
| +19% | +$5.55M | 0.29% | 72 |
|
|
2022
Q3 | $26M | Buy |
112,856
+16,307
| +17% | +$4.17M | 0.32% | 60 |
|
|
2022
Q2 | $23.8M | Buy |
96,549
+8,189
| +9% | +$2.02M | 0.31% | 66 |
|
|
2022
Q1 | $21.9M | Buy |
88,360
+9,523
| +12% | +$2.37M | 0.27% | 69 |
|
|
2021
Q4 | $21.1M | Buy |
78,837
+1,992
| +3% | +$503K | 0.26% | 76 |
|
|
2021
Q3 | $18.5M | Sell |
76,845
-1,787
| -2% | -$427K | 0.25% | 82 |
|
|
2021
Q2 | $18.2M | Buy |
78,632
+35,486
| +82% | +$8.26M | 0.26% | 78 |
|
|
2021
Q1 | $9.67M | Sell |
43,146
-2,601
| -6% | -$556K | 0.21% | 120 |
|
|
2020
Q4 | $9.82M | Buy |
45,747
+4,757
| +12% | +$1.03M | 0.23% | 112 |
|
|
2020
Q3 | $9M | Buy |
40,990
+151
| +0.4% | +$31K | 0.23% | 106 |
|
|
2020
Q2 | $7.53M | Buy |
40,839
+3,535
| +9% | +$648K | 0.2% | 115 |
|
|
2020
Q1 | $6.17M | Sell |
37,304
-2,391
| -6% | -$471K | 0.2% | 112 |
|
|
2019
Q4 | $7.86M | Buy |
39,695
+3,588
| +10% | +$712K | 0.21% | 95 |
|
|
2019
Q3 | $7.75M | Sell |
36,107
-886
| -2% | -$190K | 0.23% | 87 |
|
|
2019
Q2 | $7.68M | Sell |
36,993
-3,319
| -8% | -$657K | 0.24% | 88 |
|
|
2019
Q1 | $7.64M | Buy |
40,312
+4,195
| +12% | +$761K | 0.25% | 90 |
|
|
2018
Q4 | $6.43M | Sell |
36,117
-2,732
| -7% | -$485K | 0.25% | 85 |
|
|
2018
Q3 | $6.49M | Buy |
38,849
+3,227
| +9% | +$517K | 0.23% | 89 |
|
|
2018
Q2 | $5.59M | Sell |
35,622
-1,140
| -3% | -$185K | 0.28% | 71 |
|
|
2018
Q1 | $5.75M | Buy |
36,762
+61
| +0.2% | +$10K | 0.25% | 89 |
|
|
2017
Q4 | $6.31M | Sell |
36,701
-33
| -0.1% | -$5.54K | 0.26% | 84 |
|
|
2017
Q3 | $5.76M | Sell |
36,734
-147
| -0.4% | -$23K | 0.26% | 87 |
|
|
2017
Q2 | $5.65M | Buy |
36,881
+254
| +0.7% | +$36.7K | 0.27% | 86 |
|
|
2017
Q1 | $4.74M | Buy |
36,627
+762
| +2% | +$95.6K | 0.23% | 100 |
|
|
2016
Q4 | $4.36M | Sell |
35,865
-17,005
| -32% | -$1.99M | 0.23% | 100 |
|
|
2016
Q3 | $6.1M | Buy |
52,870
+17,410
| +49% | +$2.06M | 0.23% | 105 |
|
|
2016
Q2 | $4.27M | Buy |
35,460
+1,325
| +4% | +$166K | 0.25% | 96 |
|
|
2016
Q1 | $4.29M | Buy |
34,135
+1,671
| +5% | +$200K | 0.27% | 87 |
|
|
2015
Q4 | $3.85M | Sell |
32,464
-709
| -2% | -$79.3K | 0.25% | 94 |
|
|
2015
Q3 | $3.28M | Sell |
33,173
-3,909
| -11% | -$381K | 0.22% | 96 |
|
|
2015
Q2 | $3.61M | Hold |
37,082
| – | – | 0.23% | 96 |
|
|
2015
Q1 | $3.61M | Sell |
37,082
-5,380
| -13% | -$510K | 0.23% | 95 |
|
|
2014
Q4 | $3.97M | Sell |
42,462
-42,026
| -50% | -$3.93M | 0.28% | 76 |
|
|
2014
Q3 | $8.01M | Buy |
84,488
+2,288
| +3% | +$218K | 0.55% | 36 |
|
|
2014
Q2 | $8.26M | Buy |
82,200
+4,207
| +5% | +$425K | 0.54% | 34 |
|
|
2014
Q1 | $7.67M | Sell |
77,993
-761
| -1% | -$72.8K | 0.55% | 37 |
|
|
2013
Q4 | $7.63M | Sell |
78,754
-16,532
| -17% | -$1.59M | 0.58% | 31 |
|
|
2013
Q3 | $9.16M | Buy |
95,286
+4,199
| +5% | +$410K | 0.79% | 22 |
|
|
2013
Q2 | $9.04M | Buy |
+91,087
| New | +$9.12M | 0.9% | 19 |
|
Other funds holding MCD
Cetera Advisor Networks's MCD Position: Q1 2024 in Review
Cetera Advisor Networks reduced its McDonald's (MCD) stake by 1.4% in Q1 2024, selling an estimated $670K and leaving 158,765 shares worth $44.8M. The position accounts for 0.22% of the portfolio, ranked #93.
Cetera Advisor Networks first reported a position in MCD in Q2 2013 and has held it in 44 quarters since. The position peaked at $47.8M in Q4 2023. 3,166 funds tracked by Wall St. Rank hold MCD as of Q1 2024.
- Cetera Advisor Networks held 158,765 shares of McDonald's worth $44.8M as of Q1 2024.
- Cetera Advisor Networks sold 2,303 McDonald's shares in Q1 2024, an estimated $670K.
- McDonald's made up 0.22% of Cetera Advisor Networks's portfolio in Q1 2024, its #93 holding.
- Cetera Advisor Networks first reported a position in McDonald's in Q2 2013 and has held it in 44 quarters since.
- Cetera Advisor Networks's McDonald's position peaked at $47.8M in Q4 2023.
- 3,166 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.
Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.