Frontier 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4.67M | Sell |
18,896
-277
| -1% | -$68.2K | 0.34% | 67 |
|
|
2022
Q1 | $4.78M | Buy |
19,173
+1,523
| +9% | +$379K | 0.06% | 60 |
|
|
2021
Q4 | $4.73M | Buy |
17,650
+692
| +4% | +$175K | 0.31% | 68 |
|
|
2021
Q3 | $4.09M | Sell |
16,958
-506
| -3% | -$121K | 0.28% | 74 |
|
|
2021
Q2 | $4.03M | Buy |
17,464
+310
| +2% | +$72.1K | 0.28% | 71 |
|
|
2021
Q1 | $3.85M | Buy |
17,154
+819
| +5% | +$175K | 0.3% | 72 |
|
|
2020
Q4 | $3.5M | Buy |
16,335
+182
| +1% | +$39.6K | 0.29% | 72 |
|
|
2020
Q3 | $3.54M | Buy |
16,153
+310
| +2% | +$63.6K | 0.32% | 61 |
|
|
2020
Q2 | $2.92M | Sell |
15,843
-61
| -0.4% | -$11.2K | 0.27% | 74 |
|
|
2020
Q1 | $2.63M | Sell |
15,904
-4,731
| -23% | -$932K | 0.43% | 65 |
|
|
2019
Q4 | $4.08M | Buy |
20,635
+5,614
| +37% | +$1.11M | 0.65% | 38 |
|
|
2019
Q3 | $3.23M | Buy |
15,021
+353
| +2% | +$75.7K | 0.48% | 48 |
|
|
2019
Q2 | $3.05M | Buy |
14,668
+99
| +0.7% | +$19.6K | 0.45% | 49 |
|
|
2019
Q1 | $2.77M | Sell |
14,569
-393
| -3% | -$71.3K | 0.38% | 55 |
|
|
2018
Q4 | $2.66M | Sell |
14,962
-129
| -0.9% | -$22.9K | 0.4% | 60 |
|
|
2018
Q3 | $2.52M | Sell |
15,091
-805
| -5% | -$129K | 0.24% | 68 |
|
|
2018
Q2 | $2.49M | Sell |
15,896
-793
| -5% | -$129K | 0.36% | 65 |
|
|
2018
Q1 | $2.61M | Buy |
16,689
+9,770
| +141% | +$1.61M | 0.37% | 66 |
|
|
2017
Q4 | $1.19M | Sell |
6,919
-9,965
| -59% | -$1.67M | 0.19% | 122 |
|
|
2017
Q3 | $2.65M | Buy |
16,884
+696
| +4% | +$109K | 0.38% | 68 |
|
|
2017
Q2 | $2.48M | Sell |
16,188
-427
| -3% | -$61.7K | 0.38% | 71 |
|
|
2017
Q1 | $2.15M | Buy |
16,615
+150
| +0.9% | +$18.8K | 0.33% | 82 |
|
|
2016
Q4 | $2M | Sell |
16,465
-100
| -0.6% | -$11.7K | 0.33% | 88 |
|
|
2016
Q3 | $1.91M | Sell |
16,565
-800
| -5% | -$94.8K | 0.29% | 87 |
|
|
2016
Q2 | $2.09M | Sell |
17,365
-100
| -0.6% | -$12.5K | 0.33% | 81 |
|
|
2016
Q1 | $2.19M | Sell |
17,465
-6,005
| -26% | -$718K | 0.18% | 81 |
|
|
2015
Q4 | $2.77M | Buy |
23,470
+2,211
| +10% | +$247K | 0.45% | 57 |
|
|
2015
Q3 | $2.1M | Buy |
21,259
+1,026
| +5% | +$99.9K | 0.33% | 81 |
|
|
2015
Q2 | $1.92M | Sell |
20,233
-4,856
| -19% | -$470K | 0.3% | 82 |
|
|
2015
Q1 | $2.44M | Sell |
25,089
-1,454
| -5% | -$138K | 0.39% | 47 |
|
|
2014
Q4 | $2.49M | Buy |
+26,543
| New | +$2.48M | 0.47% | 38 |
|
Other funds holding MCD
Frontier Wealth Management's MCD Position: Q2 2022 in Review
Frontier Wealth Management reduced its McDonald's (MCD) stake by 1.4% in Q2 2022, selling an estimated $68.2K and leaving 18,896 shares worth $4.67M. The position accounts for 0.34% of the portfolio, ranked #67.
Frontier Wealth Management first reported a position in MCD in Q4 2014 and has held it in 31 quarters since. The position peaked at $4.78M in Q1 2022. 2,718 funds tracked by Wall St. Rank hold MCD as of Q2 2022.
- Frontier Wealth Management held 18,896 shares of McDonald's worth $4.67M as of Q2 2022.
- Frontier Wealth Management sold 277 McDonald's shares in Q2 2022, an estimated $68.2K.
- McDonald's made up 0.34% of Frontier Wealth Management's portfolio in Q2 2022, its #67 holding.
- Frontier Wealth Management first reported a position in McDonald's in Q4 2014 and has held it in 31 quarters since.
- Frontier Wealth Management's McDonald's position peaked at $4.78M in Q1 2022.
- 2,718 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.
Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.