Elm 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $384K | Sell |
1,551
-1,050
| -40% | -$262K | 0.52% | 35 |
|
|
2021
Q4 | $697K | Hold |
2,601
| – | – | 0.39% | 48 |
|
|
2021
Q3 | $627K | Sell |
2,601
-50
| -2% | -$11.9K | 0.38% | 50 |
|
|
2021
Q2 | $612K | Hold |
2,651
| – | – | 0.36% | 50 |
|
|
2021
Q1 | $594K | Sell |
2,651
-100
| -4% | -$21.4K | 0.37% | 51 |
|
|
2020
Q4 | $590K | Sell |
2,751
-331
| -11% | -$72K | 0.36% | 51 |
|
|
2020
Q3 | $676K | Hold |
3,082
| – | – | 0.47% | 43 |
|
|
2020
Q2 | $569K | Sell |
3,082
-260
| -8% | -$47.7K | 0.4% | 46 |
|
|
2020
Q1 | $553K | Sell |
3,342
-125
| -4% | -$24.6K | 0.45% | 45 |
|
|
2019
Q4 | $685K | Sell |
3,467
-50
| -1% | -$9.92K | 0.43% | 45 |
|
|
2019
Q3 | $755K | Sell |
3,517
-18
| -0.5% | -$3.86K | 0.51% | 39 |
|
|
2019
Q2 | $734K | Hold |
3,535
| – | – | 0.5% | 39 |
|
|
2019
Q1 | $671K | Sell |
3,535
-100
| -3% | -$18.1K | 0.47% | 41 |
|
|
2018
Q4 | $645K | Hold |
3,635
| – | – | 0.52% | 38 |
|
|
2018
Q3 | $608K | Hold |
3,635
| – | – | 0.41% | 40 |
|
|
2018
Q2 | $570K | Sell |
3,635
-150
| -4% | -$24.3K | 0.44% | 38 |
|
|
2018
Q1 | $592K | Sell |
3,785
-365
| -9% | -$60K | 0.46% | 36 |
|
|
2017
Q4 | $714K | Sell |
4,150
-75
| -2% | -$12.6K | 0.53% | 32 |
|
|
2017
Q3 | $662K | Sell |
4,225
-100
| -2% | -$15.7K | 0.52% | 34 |
|
|
2017
Q2 | $662K | Sell |
4,325
-450
| -9% | -$65K | 0.54% | 32 |
|
|
2017
Q1 | $619K | Buy |
4,775
+250
| +6% | +$31.4K | 0.52% | 36 |
|
|
2016
Q4 | $551K | Sell |
4,525
-100
| -2% | -$11.7K | 0.5% | 38 |
|
|
2016
Q3 | $534K | Hold |
4,625
| – | – | 0.5% | 38 |
|
|
2016
Q2 | $557K | Sell |
4,625
-300
| -6% | -$37.6K | 0.53% | 38 |
|
|
2016
Q1 | $619K | Buy |
4,925
+450
| +10% | +$53.8K | 0.6% | 30 |
|
|
2015
Q4 | $529K | Sell |
4,475
-600
| -12% | -$67.1K | 0.52% | 37 |
|
|
2015
Q3 | $500K | Sell |
5,075
-100
| -2% | -$9.74K | 0.52% | 35 |
|
|
2015
Q2 | $492K | Hold |
5,175
| – | – | 0.46% | 37 |
|
|
2015
Q1 | $504K | Hold |
5,175
| – | – | 0.47% | 37 |
|
|
2014
Q4 | $485K | Hold |
5,175
| – | – | 0.44% | 41 |
|
|
2014
Q3 | $491K | Sell |
5,175
-225
| -4% | -$21.5K | 0.47% | 40 |
|
|
2014
Q2 | $544K | Sell |
5,400
-300
| -5% | -$30.3K | 0.51% | 33 |
|
|
2014
Q1 | $559K | Hold |
5,700
| – | – | 0.54% | 29 |
|
|
2013
Q4 | $553K | Buy |
+5,700
| New | +$548K | 0.54% | 32 |
|
Other funds holding MCD
Elm Advisors's MCD Position: Q1 2022 in Review
Elm Advisors reduced its McDonald's (MCD) stake by 40% in Q1 2022, selling an estimated $262K and leaving 1,551 shares worth $384K. The position accounts for 0.52% of the portfolio, ranked #35.
Elm Advisors first reported a position in MCD in Q4 2013 and has held it in 34 quarters since. The position peaked at $755K in Q3 2019. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.
- Elm Advisors held 1,551 shares of McDonald's worth $384K as of Q1 2022.
- Elm Advisors sold 1,050 McDonald's shares in Q1 2022, an estimated $262K.
- McDonald's made up 0.52% of Elm Advisors's portfolio in Q1 2022, its #35 holding.
- Elm Advisors first reported a position in McDonald's in Q4 2013 and has held it in 34 quarters since.
- Elm Advisors's McDonald's position peaked at $755K in Q3 2019.
- 2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.
Based on Elm Advisors's 13F filing for Q1 2022, filed 1 Apr 2022.