Dowling & Yahnke’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 | $10.1M | Sell |
43,765
-346
| -0.8% | -$88.4K | 0.47% | 44 |
|
|
2022
Q2 | $10.9M | Buy |
44,111
+1,214
| +3% | +$299K | 0.51% | 42 |
|
|
2022
Q1 | $10.6M | Sell |
42,897
-97
| -0.2% | -$24.2K | 0.46% | 58 |
|
|
2021
Q4 | $11.5M | Sell |
42,994
-526
| -1% | -$133K | 0.55% | 48 |
|
|
2021
Q3 | $10.5M | Sell |
43,520
-210
| -0.5% | -$50.1K | 0.58% | 45 |
|
|
2021
Q2 | $10.1M | Buy |
43,730
+454
| +1% | +$106K | 0.58% | 45 |
|
|
2021
Q1 | $9.7M | Sell |
43,276
-465
| -1% | -$99.4K | 0.66% | 42 |
|
|
2020
Q4 | $9.39M | Buy |
43,741
+76
| +0.2% | +$16.5K | 0.67% | 37 |
|
|
2020
Q3 | $9.58M | Sell |
43,665
-305
| -0.7% | -$62.6K | 0.77% | 31 |
|
|
2020
Q2 | $8.11M | Sell |
43,970
-732
| -2% | -$134K | 0.68% | 36 |
|
|
2020
Q1 | $7.39M | Sell |
44,702
-1,840
| -4% | -$363K | 0.71% | 38 |
|
|
2019
Q4 | $9.2M | Sell |
46,542
-680
| -1% | -$135K | 0.71% | 37 |
|
|
2019
Q3 | $10.1M | Sell |
47,222
-1,108
| -2% | -$238K | 0.84% | 28 |
|
|
2019
Q2 | $10M | Sell |
48,330
-1,484
| -3% | -$294K | 0.83% | 28 |
|
|
2019
Q1 | $9.46M | Sell |
49,814
-1,626
| -3% | -$295K | 0.91% | 28 |
|
|
2018
Q4 | $9.7M | Buy |
51,440
+1,220
| +2% | +$216K | 1% | 26 |
|
|
2018
Q3 | $8.4M | Sell |
50,220
-717
| -1% | -$115K | 0.73% | 35 |
|
|
2018
Q2 | $7.98M | Sell |
50,937
-572
| -1% | -$92.7K | 0.74% | 35 |
|
|
2018
Q1 | $8.05M | Sell |
51,509
-743
| -1% | -$122K | 0.75% | 34 |
|
|
2017
Q4 | $8.99M | Sell |
52,252
-362
| -0.7% | -$60.8K | 0.81% | 29 |
|
|
2017
Q3 | $8.24M | Sell |
52,614
-874
| -2% | -$137K | 0.84% | 29 |
|
|
2017
Q2 | $8.19M | Sell |
53,488
-1,340
| -2% | -$194K | 0.86% | 27 |
|
|
2017
Q1 | $7.11M | Sell |
54,828
-36
| -0.1% | -$4.52K | 0.76% | 35 |
|
|
2016
Q4 | $6.68M | Sell |
54,864
-162
| -0.3% | -$19K | 0.75% | 34 |
|
|
2016
Q3 | $6.35M | Sell |
55,026
-1,122
| -2% | -$133K | 0.74% | 39 |
|
|
2016
Q2 | $6.76M | Buy |
56,148
+584
| +1% | +$73.1K | 0.81% | 28 |
|
|
2016
Q1 | $6.98M | Sell |
55,564
-249
| -0.4% | -$29.8K | 0.86% | 27 |
|
|
2015
Q4 | $6.59M | Buy |
55,813
+511
| +0.9% | +$57.1K | 0.83% | 29 |
|
|
2015
Q3 | $5.45M | Buy |
55,302
+119
| +0.2% | +$11.6K | 0.74% | 36 |
|
|
2015
Q2 | $5.25M | Sell |
55,183
-336
| -0.6% | -$32.5K | 0.66% | 48 |
|
|
2015
Q1 | $5.41M | Sell |
55,519
-1,356
| -2% | -$129K | 0.68% | 45 |
|
|
2014
Q4 | $5.33M | Sell |
56,875
-380
| -0.7% | -$35.6K | 0.66% | 46 |
|
|
2014
Q3 | $5.43M | Buy |
57,255
+80
| +0.1% | +$7.63K | 0.71% | 40 |
|
|
2014
Q2 | $5.76M | Sell |
57,175
-189
| -0.3% | -$19.1K | 0.74% | 35 |
|
|
2014
Q1 | $5.62M | Buy |
57,364
+3,938
| +7% | +$377K | 0.74% | 34 |
|
|
2013
Q4 | $5.18M | Buy |
53,426
+736
| +1% | +$70.7K | 0.73% | 39 |
|
|
2013
Q3 | $5.07M | Buy |
52,690
+288
| +0.5% | +$28.1K | 0.79% | 33 |
|
|
2013
Q2 | $5.19M | Buy |
+52,402
| New | +$5.25M | 0.86% | 28 |
|
Other funds holding MCD
Dowling & Yahnke's MCD Position: Q3 2022 in Review
Dowling & Yahnke reduced its McDonald's (MCD) stake by 0.78% in Q3 2022, selling an estimated $88.4K and leaving 43,765 shares worth $10.1M. The position accounts for 0.47% of the portfolio, ranked #44.
Dowling & Yahnke first reported a position in MCD in Q2 2013 and has held it in 38 quarters since. The position peaked at $11.5M in Q4 2021. 2,696 funds tracked by Wall St. Rank hold MCD as of Q3 2022.
- Dowling & Yahnke held 43,765 shares of McDonald's worth $10.1M as of Q3 2022.
- Dowling & Yahnke sold 346 McDonald's shares in Q3 2022, an estimated $88.4K.
- McDonald's made up 0.47% of Dowling & Yahnke's portfolio in Q3 2022, its #44 holding.
- Dowling & Yahnke first reported a position in McDonald's in Q2 2013 and has held it in 38 quarters since.
- Dowling & Yahnke's McDonald's position peaked at $11.5M in Q4 2021.
- 2,696 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.
Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.