Dorchester 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.78M | Sell |
13,034
-195
| -1% | -$58.1K | 0.75% | 42 |
|
|
2024
Q3 | $4.03M | Buy |
13,229
+174
| +1% | +$48K | 0.73% | 40 |
|
|
2024
Q2 | $3.33M | Sell |
13,055
-1,565
| -11% | -$415K | 0.64% | 44 |
|
|
2024
Q1 | $4.12M | Sell |
14,620
-500
| -3% | -$145K | 0.74% | 43 |
|
|
2023
Q4 | $4.48M | Buy |
15,120
+55
| +0.4% | +$15K | 0.83% | 39 |
|
|
2023
Q3 | $3.97M | Sell |
15,065
-2,160
| -13% | -$616K | 0.8% | 43 |
|
|
2023
Q2 | $5.14M | Hold |
17,225
| – | – | 1.04% | 35 |
|
|
2023
Q1 | $4.82M | Buy |
17,225
+2,245
| +15% | +$601K | 0.99% | 37 |
|
|
2022
Q4 | $3.95M | Sell |
14,980
-2,373
| -14% | -$626K | 0.93% | 42 |
|
|
2022
Q3 | $4M | Hold |
17,353
| – | – | 0.88% | 40 |
|
|
2022
Q2 | $4.28M | Sell |
17,353
-100
| -0.6% | -$24.6K | 0.85% | 40 |
|
|
2022
Q1 | $5.39M | Sell |
17,453
-545
| -3% | -$136K | 0.86% | 42 |
|
|
2021
Q4 | $4.83M | Sell |
17,998
-320
| -2% | -$80.8K | 0.96% | 41 |
|
|
2021
Q3 | $4.42M | Buy |
18,318
+75
| +0.4% | +$17.9K | 1.09% | 36 |
|
|
2021
Q2 | $4.21M | Sell |
18,243
-1,154
| -6% | -$269K | 0.97% | 39 |
|
|
2021
Q1 | $4.35M | Sell |
19,397
-200
| -1% | -$42.8K | 1.08% | 36 |
|
|
2020
Q4 | $4.21M | Sell |
19,597
-700
| -3% | -$152K | 1.11% | 34 |
|
|
2020
Q3 | $4.46M | Sell |
20,297
-300
| -1% | -$61.6K | 1.38% | 30 |
|
|
2020
Q2 | $3.8M | Sell |
20,597
-515
| -2% | -$94.4K | 1.2% | 31 |
|
|
2020
Q1 | $3.49M | Sell |
21,112
-375
| -2% | -$73.9K | 1.29% | 29 |
|
|
2019
Q4 | $4.25M | Sell |
21,487
-550
| -2% | -$109K | 1.18% | 33 |
|
|
2019
Q3 | $4.73M | Sell |
22,037
-565
| -2% | -$121K | 1.39% | 32 |
|
|
2019
Q2 | $4.69M | Sell |
22,602
-1,325
| -6% | -$262K | 1.39% | 30 |
|
|
2019
Q1 | $4.54M | Sell |
23,927
-510
| -2% | -$92.6K | 1.39% | 29 |
|
|
2018
Q4 | $4.34M | Buy |
24,437
+865
| +4% | +$153K | 1.51% | 25 |
|
|
2018
Q3 | $3.94M | Buy |
23,572
+314
| +1% | +$50.3K | 1.22% | 30 |
|
|
2018
Q2 | $3.64M | Sell |
23,258
-15
| -0.1% | -$2.43K | 1.2% | 33 |
|
|
2018
Q1 | $3.64M | Sell |
23,273
-1,200
| -5% | -$197K | 1.23% | 31 |
|
|
2017
Q4 | $4.21M | Buy |
24,473
+333
| +1% | +$55.9K | 1.33% | 28 |
|
|
2017
Q3 | $3.78M | Sell |
24,140
-389
| -2% | -$61K | 1.22% | 29 |
|
|
2017
Q2 | $3.76M | Sell |
24,529
-451
| -2% | -$65.2K | 1.3% | 27 |
|
|
2017
Q1 | $3.24M | Sell |
24,980
-1,515
| -6% | -$190K | 1.13% | 29 |
|
|
2016
Q4 | $3.23M | Buy |
26,495
+860
| +3% | +$101K | 1.18% | 29 |
|
|
2016
Q3 | $2.96M | Sell |
25,635
-800
| -3% | -$94.8K | 1.1% | 32 |
|
|
2016
Q2 | $3.18M | Hold |
26,435
| – | – | 1.18% | 31 |
|
|
2016
Q1 | $3.32M | Sell |
26,435
-150
| -0.6% | -$17.9K | 1.26% | 29 |
|
|
2015
Q4 | $3.14M | Sell |
26,585
-700
| -3% | -$78.3K | 1.3% | 28 |
|
|
2015
Q3 | $3.59M | Sell |
27,285
-100
| -0.4% | -$9.74K | 1.32% | 30 |
|
|
2015
Q2 | $3.25M | Buy |
+27,385
| New | +$2.65M | 1.07% | 31 |
|
Other funds holding MCD
Dorchester Wealth Management's MCD Position: Q4 2024 in Review
Dorchester Wealth Management reduced its McDonald's (MCD) stake by 1.5% in Q4 2024, selling an estimated $58.1K and leaving 13,034 shares worth $3.78M. The position accounts for 0.75% of the portfolio, ranked #42.
Dorchester Wealth Management first reported a position in MCD in Q2 2015 and has held it in 39 quarters since. The position peaked at $5.39M in Q1 2022. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.
- Dorchester Wealth Management held 13,034 shares of McDonald's worth $3.78M as of Q4 2024.
- Dorchester Wealth Management sold 195 McDonald's shares in Q4 2024, an estimated $58.1K.
- McDonald's made up 0.75% of Dorchester Wealth Management's portfolio in Q4 2024, its #42 holding.
- Dorchester Wealth Management first reported a position in McDonald's in Q2 2015 and has held it in 39 quarters since.
- Dorchester Wealth Management's McDonald's position peaked at $5.39M in Q1 2022.
- 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.
Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.