First Personal Financial Services’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 | $4.01M | Sell |
13,175
-372
| -3% | -$103K | 0.85% | 41 |
|
|
2024
Q2 | $3.45M | Sell |
13,547
-320
| -2% | -$84.9K | 0.78% | 44 |
|
|
2024
Q1 | $3.91M | Sell |
13,867
-827
| -6% | -$241K | 0.91% | 40 |
|
|
2023
Q4 | $4.36M | Sell |
14,694
-438
| -3% | -$119K | 1.06% | 38 |
|
|
2023
Q3 | $3.99M | Sell |
15,132
-414
| -3% | -$118K | 1.04% | 40 |
|
|
2023
Q2 | $4.64M | Sell |
15,546
-1,676
| -10% | -$487K | 1.15% | 36 |
|
|
2023
Q1 | $4.82M | Sell |
17,222
-1,706
| -9% | -$457K | 1.25% | 34 |
|
|
2022
Q4 | $4.99M | Sell |
18,928
-311
| -2% | -$82K | 1.35% | 31 |
|
|
2022
Q3 | $4.44M | Sell |
19,239
-82
| -0.4% | -$21K | 1.29% | 32 |
|
|
2022
Q2 | $4.77M | Sell |
19,321
-299
| -2% | -$73.6K | 1.34% | 32 |
|
|
2022
Q1 | $4.85M | Sell |
19,620
-12
| -0.1% | -$2.99K | 1.13% | 36 |
|
|
2021
Q4 | $5.26M | Sell |
19,632
-181
| -0.9% | -$45.7K | 1.18% | 38 |
|
|
2021
Q3 | $4.78M | Sell |
19,813
-441
| -2% | -$105K | 1.19% | 39 |
|
|
2021
Q2 | $4.68M | Sell |
20,254
-162
| -0.8% | -$37.7K | 1.19% | 37 |
|
|
2021
Q1 | $4.58M | Sell |
20,416
-214
| -1% | -$45.8K | 1.25% | 34 |
|
|
2020
Q4 | $4.43M | Buy |
20,630
+138
| +0.7% | +$30K | 1.26% | 36 |
|
|
2020
Q3 | $4.5M | Sell |
20,492
-819
| -4% | -$168K | 1.43% | 32 |
|
|
2020
Q2 | $3.93M | Buy |
21,311
+252
| +1% | +$46.2K | 1.34% | 32 |
|
|
2020
Q1 | $3.48M | Buy |
21,059
+1,433
| +7% | +$282K | 1.35% | 33 |
|
|
2019
Q4 | $3.88M | Buy |
19,626
+30
| +0.2% | +$5.95K | 1.26% | 35 |
|
|
2019
Q3 | $4.21M | Sell |
19,596
-1,518
| -7% | -$325K | 1.31% | 33 |
|
|
2019
Q2 | $4.38M | Sell |
21,114
-390
| -2% | -$77.3K | 1.25% | 31 |
|
|
2019
Q1 | $4.08M | Sell |
21,504
-220
| -1% | -$39.9K | 1.25% | 33 |
|
|
2018
Q4 | $3.86M | Sell |
21,724
-295
| -1% | -$52.3K | 1.33% | 28 |
|
|
2018
Q3 | $3.68M | Sell |
22,019
-565
| -3% | -$90.5K | 1.16% | 30 |
|
|
2018
Q2 | $3.54M | Sell |
22,584
-756
| -3% | -$123K | 1.18% | 32 |
|
|
2018
Q1 | $3.65M | Sell |
23,340
-2,454
| -10% | -$404K | 0.8% | 38 |
|
|
2017
Q4 | $4.44M | Sell |
25,794
-1,485
| -5% | -$249K | 0.87% | 40 |
|
|
2017
Q3 | $4.27M | Sell |
27,279
-28
| -0.1% | -$4.39K | 0.9% | 41 |
|
|
2017
Q2 | $4.18M | Buy |
27,307
+1,816
| +7% | +$262K | 0.92% | 37 |
|
|
2017
Q1 | $3.3M | Sell |
25,491
-543
| -2% | -$68.1K | 0.79% | 44 |
|
|
2016
Q4 | $3.17M | Sell |
26,034
-207
| -0.8% | -$24.3K | 0.84% | 40 |
|
|
2016
Q3 | $3.03M | Buy |
26,241
+3,765
| +17% | +$446K | 0.88% | 43 |
|
|
2016
Q2 | $2.71M | Buy |
22,476
+2,350
| +12% | +$294K | 0.92% | 40 |
|
|
2016
Q1 | $2.53M | Sell |
20,126
-423
| -2% | -$50.5K | 1.25% | 27 |
|
|
2015
Q4 | $2.43M | Buy |
20,549
+201
| +1% | +$22.5K | 1.37% | 21 |
|
|
2015
Q3 | $2M | Buy |
20,348
+2,180
| +12% | +$212K | 1.2% | 28 |
|
|
2015
Q2 | $1.73M | Buy |
18,168
+2,032
| +13% | +$197K | 1.03% | 37 |
|
|
2015
Q1 | $1.57M | Sell |
16,136
-524
| -3% | -$49.7K | 0.95% | 39 |
|
|
2014
Q4 | $1.56M | Buy |
+16,660
| New | +$1.56M | 0.91% | 40 |
|
Other funds holding MCD
First Personal Financial Services's MCD Position: Q3 2024 in Review
First Personal Financial Services reduced its McDonald's (MCD) stake by 2.7% in Q3 2024, selling an estimated $103K and leaving 13,175 shares worth $4.01M. The position accounts for 0.85% of the portfolio, ranked #41.
First Personal Financial Services first reported a position in MCD in Q4 2014 and has held it in 40 quarters since. The position peaked at $5.26M in Q4 2021. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.
- First Personal Financial Services held 13,175 shares of McDonald's worth $4.01M as of Q3 2024.
- First Personal Financial Services sold 372 McDonald's shares in Q3 2024, an estimated $103K.
- McDonald's made up 0.85% of First Personal Financial Services's portfolio in Q3 2024, its #41 holding.
- First Personal Financial Services first reported a position in McDonald's in Q4 2014 and has held it in 40 quarters since.
- First Personal Financial Services's McDonald's position peaked at $5.26M in Q4 2021.
- 3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.