Cowen Prime Advisors’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
Q2 | $48K | Sell |
161
-500
| -76% | -$145K | 0.02% | 134 |
|
|
2023
Q1 | $195K | Hold |
661
| – | – | 0.08% | 87 |
|
|
2022
Q4 | $174K | Hold |
661
| – | – | 0.07% | 88 |
|
|
2022
Q3 | $153K | Hold |
661
| – | – | 0.09% | 79 |
|
|
2022
Q2 | $163K | Hold |
661
| – | – | 0.09% | 80 |
|
|
2022
Q1 | $163K | Hold |
661
| – | – | 0.07% | 87 |
|
|
2021
Q4 | $177K | Hold |
661
| – | – | 0.06% | 84 |
|
|
2021
Q3 | $159K | Hold |
661
| – | – | 0.06% | 87 |
|
|
2021
Q2 | $153K | Hold |
661
| – | – | 0.06% | 85 |
|
|
2021
Q1 | $148K | Hold |
661
| – | – | 0.06% | 88 |
|
|
2020
Q4 | $142K | Hold |
661
| – | – | 0.06% | 82 |
|
|
2020
Q3 | $145K | Hold |
661
| – | – | 0.07% | 79 |
|
|
2020
Q2 | $163K | Hold |
661
| – | – | 0.09% | 80 |
|
|
2020
Q1 | $109K | Hold |
661
| – | – | 0.07% | 89 |
|
|
2019
Q4 | $131K | Hold |
661
| – | – | 0.06% | 85 |
|
|
2019
Q3 | $142K | Hold |
661
| – | – | 0.07% | 76 |
|
|
2019
Q2 | $137K | Hold |
661
| – | – | 0.07% | 82 |
|
|
2019
Q1 | $126K | Hold |
661
| – | – | 0.07% | 79 |
|
|
2018
Q4 | $117K | Hold |
661
| – | – | 0.07% | 84 |
|
|
2018
Q3 | $111K | Hold |
661
| – | – | 0.05% | 108 |
|
|
2018
Q2 | $104K | Hold |
661
| – | – | 0.05% | 105 |
|
|
2018
Q1 | $103K | Buy |
661
+21
| +3% | +$3.46K | 0.06% | 104 |
|
|
2017
Q4 | $110K | Hold |
640
| – | – | 0.05% | 110 |
|
|
2017
Q3 | $100K | Hold |
640
| – | – | 0.05% | 103 |
|
|
2017
Q2 | $98K | Hold |
640
| – | – | 0.05% | 108 |
|
|
2017
Q1 | $83K | Hold |
640
| – | – | 0.04% | 113 |
|
|
2016
Q4 | $78K | Hold |
640
| – | – | 0.04% | 111 |
|
|
2016
Q3 | $74K | Hold |
640
| – | – | 0.03% | 147 |
|
|
2016
Q2 | $77K | Sell |
640
-700
| -52% | -$87.7K | 0.04% | 129 |
|
|
2016
Q1 | $168K | Hold |
1,340
| – | – | 0.08% | 103 |
|
|
2015
Q4 | $158K | Buy |
1,340
+700
| +109% | +$78.3K | 0.07% | 105 |
|
|
2015
Q3 | $63K | Hold |
640
| – | – | 0.03% | 143 |
|
|
2015
Q2 | $61K | Hold |
640
| – | – | 0.02% | 152 |
|
|
2015
Q1 | $62K | Hold |
640
| – | – | 0.03% | 171 |
|
|
2014
Q4 | $60K | Hold |
640
| – | – | 0.02% | 184 |
|
|
2014
Q3 | $61K | Hold |
640
| – | – | 0.03% | 172 |
|
|
2014
Q2 | $64K | Hold |
640
| – | – | 0.03% | 158 |
|
|
2014
Q1 | $63K | Hold |
640
| – | – | 0.02% | 163 |
|
|
2013
Q4 | $62K | Sell |
640
-100
| -14% | -$9.61K | 0.02% | 167 |
|
|
2013
Q3 | $71K | Buy |
740
+100
| +16% | +$9.76K | 0.03% | 167 |
|
|
2013
Q2 | $64K | Buy |
+640
| New | +$64.1K | 0.03% | 165 |
|
Other funds holding MCD
Cowen Prime Advisors's MCD Position: Q2 2023 in Review
Cowen Prime Advisors reduced its McDonald's (MCD) stake by 76% in Q2 2023, selling an estimated $145K and leaving 161 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #134.
Cowen Prime Advisors first reported a position in MCD in Q2 2013 and has held it in 41 quarters since. The position peaked at $195K in Q1 2023. 3,003 funds tracked by Wall St. Rank hold MCD as of Q2 2023.
- Cowen Prime Advisors held 161 shares of McDonald's worth $48K as of Q2 2023.
- Cowen Prime Advisors sold 500 McDonald's shares in Q2 2023, an estimated $145K.
- McDonald's made up 0.02% of Cowen Prime Advisors's portfolio in Q2 2023, its #134 holding.
- Cowen Prime Advisors first reported a position in McDonald's in Q2 2013 and has held it in 41 quarters since.
- Cowen Prime Advisors's McDonald's position peaked at $195K in Q1 2023.
- 3,003 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.
Based on Cowen Prime Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.