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Gamble Jones Investment Counsel’s McDonald's MCD Stock Holding History

Gamble Jones Investment Counsel’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$15.2M Sell
57,494
-64
-0.1% -$16.9K 1.14% 20
2022
Q3 		$13.3M Sell
57,558
-233
-0.4% -$59.6K 1.08% 20
2022
Q2 		$14.3M Buy
57,791
+606
+1% +$149K 1.05% 20
2022
Q1 		$14.1M Sell
57,185
-4,554
-7% -$1.13M 0.88% 26
2021
Q4 		$16.6M Buy
61,739
+69
+0.1% +$17.4K 0.98% 22
2021
Q3 		$14.9M Buy
61,670
+169
+0.3% +$40.3K 0.97% 22
2021
Q2 		$14.2M Sell
61,501
-5,284
-8% -$1.23M 0.92% 24
2021
Q1 		$15M Sell
66,785
-953
-1% -$204K 1.01% 22
2020
Q4 		$14.5M Sell
67,738
-534
-0.8% -$116K 0.99% 23
2020
Q3 		$15M Sell
68,272
-635
-0.9% -$130K 1.09% 19
2020
Q2 		$12.7M Buy
68,907
+108
+0.2% +$19.8K 1.02% 23
2020
Q1 		$11.4M Buy
68,799
+1,327
+2% +$261K 1.05% 24
2019
Q4 		$13.3M Buy
67,472
+542
+0.8% +$108K 1.04% 23
2019
Q3 		$14.4M Buy
66,930
+1,315
+2% +$282K 1.18% 20
2019
Q2 		$13.6M Sell
65,615
-106
-0.2% -$21K 1.17% 21
2019
Q1 		$12.5M Buy
65,721
+2,704
+4% +$491K 1.11% 23
2018
Q4 		$11.2M Buy
63,017
+5,080
+9% +$901K 1.13% 23
2018
Q3 		$9.69M Sell
57,937
-45
-0.1% -$7.21K 0.9% 25
2018
Q2 		$9.09M Sell
57,982
-355
-0.6% -$57.6K 0.91% 22
2018
Q1 		$9.12M Sell
58,337
-1,559
-3% -$256K 0.91% 22
2017
Q4 		$10.3M Sell
59,896
-336
-0.6% -$56.4K 0.98% 18
2017
Q3 		$9.44M Sell
60,232
-652
-1% -$102K 0.97% 19
2017
Q2 		$9.32M Sell
60,884
-66
-0.1% -$9.54K 0.98% 21
2017
Q1 		$7.9M Buy
60,950
+1,226
+2% +$154K 0.83% 24
2016
Q4 		$7.27M Sell
59,724
-2,824
-5% -$331K 0.81% 27
2016
Q3 		$7.22M Buy
62,548
+1,667
+3% +$198K 0.78% 27
2016
Q2 		$7.33M Sell
60,881
-899
-1% -$113K 0.8% 29
2016
Q1 		$7.76M Sell
61,780
-3,445
-5% -$412K 0.86% 27
2015
Q4 		$7.71M Buy
65,225
+2,141
+3% +$239K 0.85% 26
2015
Q3 		$6.22M Buy
63,084
+1,740
+3% +$169K 0.72% 35
2015
Q2 		$5.83M Sell
61,344
-4,140
-6% -$400K 0.61% 38
2015
Q1 		$6.38M Sell
65,484
-7,720
-11% -$732K 0.66% 35
2014
Q4 		$6.86M Buy
73,204
+3,917
+6% +$367K 0.71% 31
2014
Q3 		$6.57M Sell
69,287
-6,877
-9% -$656K 0.73% 31
2014
Q2 		$7.67M Buy
76,164
+4,693
+7% +$474K 0.86% 23
2014
Q1 		$7.01M Buy
71,471
+1,938
+3% +$185K 0.81% 28
2013
Q4 		$6.75M Buy
69,533
+3,812
+6% +$366K 0.79% 26
2013
Q3 		$6.32M Buy
65,721
+3,369
+5% +$329K 0.81% 26
2013
Q2 		$6.17M Buy
+62,352
New +$6.24M 0.81% 24

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gamble Jones Investment Counsel's MCD Position: Q4 2022 in Review

Gamble Jones Investment Counsel reduced its McDonald's (MCD) stake by 0.11% in Q4 2022, selling an estimated $16.9K and leaving 57,494 shares worth $15.2M. The position accounts for 1.14% of the portfolio, ranked #20.

Gamble Jones Investment Counsel first reported a position in MCD in Q2 2013 and has held it in 39 quarters since. The position peaked at $16.6M in Q4 2021. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • Gamble Jones Investment Counsel held 57,494 shares of McDonald's worth $15.2M as of Q4 2022.
  • Gamble Jones Investment Counsel sold 64 McDonald's shares in Q4 2022, an estimated $16.9K.
  • McDonald's made up 1.14% of Gamble Jones Investment Counsel's portfolio in Q4 2022, its #20 holding.
  • Gamble Jones Investment Counsel first reported a position in McDonald's in Q2 2013 and has held it in 39 quarters since.
  • Gamble Jones Investment Counsel's McDonald's position peaked at $16.6M in Q4 2021.
  • 2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Gamble Jones Investment Counsel's 13F filing for Q4 2022, filed 8 Feb 2023.