Edmonds Duncan Registered Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.28M | Buy |
4,193
+4
| +0.1% | +$1.1K | 0.28% | 47 |
|
|
2024
Q2 | $1.07M | Hold |
4,189
| – | – | 0.26% | 50 |
|
|
2024
Q1 | $1.18M | Hold |
4,189
| – | – | 0.3% | 47 |
|
|
2023
Q4 | $1.24M | Hold |
4,189
| – | – | 0.32% | 46 |
|
|
2023
Q3 | $1.1M | Hold |
4,189
| – | – | 0.31% | 48 |
|
|
2023
Q2 | $1.25M | Hold |
4,189
| – | – | 0.38% | 43 |
|
|
2023
Q1 | $1.17M | Hold |
4,189
| – | – | 0.36% | 48 |
|
|
2022
Q4 | $1.1M | Hold |
4,189
| – | – | 0.36% | 51 |
|
|
2022
Q3 | $967K | Hold |
4,189
| – | – | 0.34% | 54 |
|
|
2022
Q2 | $1.03M | Hold |
4,189
| – | – | 0.35% | 51 |
|
|
2022
Q1 | $1.04M | Sell |
4,189
-355
| -8% | -$88.4K | 0.3% | 59 |
|
|
2021
Q4 | $1.16M | Buy |
4,544
+50
| +1% | +$12.6K | 0.31% | 55 |
|
|
2021
Q3 | $1.08M | Hold |
4,494
| – | – | 0.33% | 57 |
|
|
2021
Q2 | $1.04M | Hold |
4,494
| – | – | 0.32% | 58 |
|
|
2021
Q1 | $1.01M | Hold |
4,494
| – | – | 0.33% | 56 |
|
|
2020
Q4 | $968K | Sell |
4,494
-100
| -2% | -$21.7K | 0.32% | 56 |
|
|
2020
Q3 | $1.01M | Hold |
4,594
| – | – | 0.42% | 48 |
|
|
2020
Q2 | $847K | Hold |
4,594
| – | – | 0.37% | 53 |
|
|
2020
Q1 | $760K | Hold |
4,594
| – | – | 0.39% | 51 |
|
|
2019
Q4 | $908K | Hold |
4,594
| – | – | 0.37% | 50 |
|
|
2019
Q3 | $986K | Hold |
4,594
| – | – | 0.41% | 45 |
|
|
2019
Q2 | $948K | Hold |
4,594
| – | – | 0.39% | 45 |
|
|
2019
Q1 | $872K | Hold |
4,594
| – | – | 0.36% | 50 |
|
|
2018
Q4 | $816K | Hold |
4,594
| – | – | 0.38% | 48 |
|
|
2018
Q3 | $769K | Hold |
4,594
| – | – | 0.31% | 51 |
|
|
2018
Q2 | $720K | Hold |
4,594
| – | – | 0.31% | 53 |
|
|
2018
Q1 | $718K | Hold |
4,594
| – | – | 0.32% | 54 |
|
|
2017
Q4 | $790K | Hold |
4,594
| – | – | 0.36% | 53 |
|
|
2017
Q3 | $781K | Hold |
4,594
| – | – | 0.36% | 53 |
|
|
2017
Q2 | $704K | Hold |
4,594
| – | – | 0.41% | 48 |
|
|
2017
Q1 | $647K | Sell |
4,594
-100
| -2% | -$12.5K | 0.34% | 50 |
|
|
2016
Q4 | $571K | Hold |
4,694
| – | – | 0.33% | 53 |
|
|
2016
Q3 | $528K | Sell |
4,694
-20
| -0.4% | -$2.37K | 0.32% | 55 |
|
|
2016
Q2 | $541K | Buy |
4,714
+100
| +2% | +$12.5K | 0.33% | 55 |
|
|
2016
Q1 | $580K | Hold |
4,614
| – | – | 0.39% | 50 |
|
|
2015
Q4 | $545K | Buy |
+4,614
| New | +$516K | 0.37% | 53 |
|
Other funds holding MCD
Edmonds Duncan Registered Investment Advisors's MCD Position: Q3 2024 in Review
Edmonds Duncan Registered Investment Advisors increased its McDonald's (MCD) stake by 0.1% in Q3 2024, buying an estimated $1.1K and bringing the position to 4,193 shares worth $1.28M. The position accounts for 0.28% of the portfolio, ranked #47.
Edmonds Duncan Registered Investment Advisors first reported a position in MCD in Q4 2015 and has held it in 36 quarters since. 3,165 funds tracked by Wall St. Rank hold MCD as of Q3 2024.
- Edmonds Duncan Registered Investment Advisors held 4,193 shares of McDonald's worth $1.28M as of Q3 2024.
- Edmonds Duncan Registered Investment Advisors bought 4 McDonald's shares in Q3 2024, an estimated $1.1K.
- McDonald's made up 0.28% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #47 holding.
- Edmonds Duncan Registered Investment Advisors first reported a position in McDonald's in Q4 2015 and has held it in 36 quarters since.
- 3,165 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.
Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.