Girard Partners’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
Q2 | $2.83M | Sell |
11,116
-116
| -1% | -$30.8K | 0.27% | 74 |
|
|
2024
Q1 | $3.17M | Sell |
11,232
-450
| -4% | -$131K | 0.3% | 71 |
|
|
2023
Q4 | $3.46M | Sell |
11,682
-498
| -4% | -$136K | 0.35% | 64 |
|
|
2023
Q3 | $3.21M | Sell |
12,180
-591
| -5% | -$169K | 0.36% | 64 |
|
|
2023
Q2 | $3.81M | Sell |
12,771
-1,139
| -8% | -$331K | 0.4% | 56 |
|
|
2023
Q1 | $3.89M | Sell |
13,910
-924
| -6% | -$248K | 0.43% | 55 |
|
|
2022
Q4 | $3.91M | Buy |
14,834
+519
| +4% | +$137K | 0.44% | 59 |
|
|
2022
Q3 | $3.3M | Sell |
14,315
-750
| -5% | -$192K | 0.44% | 59 |
|
|
2022
Q2 | $3.72M | Buy |
15,065
+34
| +0.2% | +$8.37K | 0.47% | 58 |
|
|
2022
Q1 | $3.72M | Sell |
15,031
-240
| -2% | -$59.8K | 0.41% | 69 |
|
|
2021
Q4 | $4.09M | Buy |
15,271
+51
| +0.3% | +$12.9K | 0.44% | 71 |
|
|
2021
Q3 | $3.67M | Sell |
15,220
-106
| -0.7% | -$25.3K | 0.46% | 72 |
|
|
2021
Q2 | $3.54M | Sell |
15,326
-676
| -4% | -$157K | 0.46% | 69 |
|
|
2021
Q1 | $3.59M | Sell |
16,002
-908
| -5% | -$194K | 0.52% | 62 |
|
|
2020
Q4 | $3.63M | Sell |
16,910
-1,905
| -10% | -$414K | 0.56% | 54 |
|
|
2020
Q3 | $4.13M | Sell |
18,815
-1,736
| -8% | -$356K | 0.69% | 44 |
|
|
2020
Q2 | $3.79M | Sell |
20,551
-3,070
| -13% | -$563K | 0.68% | 44 |
|
|
2020
Q1 | $3.9M | Buy |
23,621
+723
| +3% | +$142K | 0.78% | 39 |
|
|
2019
Q4 | $4.52M | Buy |
22,898
+188
| +0.8% | +$37.3K | 0.75% | 41 |
|
|
2019
Q3 | $4.88M | Sell |
22,710
-1,316
| -5% | -$282K | 0.91% | 38 |
|
|
2019
Q2 | $4.99M | Buy |
24,026
+4
| +0% | +$792 | 0.88% | 36 |
|
|
2019
Q1 | $4.56M | Sell |
24,022
-995
| -4% | -$181K | 0.85% | 35 |
|
|
2018
Q4 | $4.44M | Sell |
25,017
-2,138
| -8% | -$379K | 0.93% | 33 |
|
|
2018
Q3 | $4.54M | Sell |
27,155
-504
| -2% | -$80.8K | 0.81% | 34 |
|
|
2018
Q2 | $4.33M | Sell |
27,659
-366
| -1% | -$59.3K | 0.82% | 35 |
|
|
2018
Q1 | $4.38M | Buy |
28,025
+500
| +2% | +$82.3K | 1.03% | 25 |
|
|
2017
Q4 | $4.74M | Sell |
27,525
-2,412
| -8% | -$405K | 0.91% | 32 |
|
|
2017
Q3 | $4.69M | Buy |
29,937
+202
| +0.7% | +$31.7K | 0.97% | 33 |
|
|
2017
Q2 | $4.55M | Buy |
29,735
+1,673
| +6% | +$242K | 0.99% | 31 |
|
|
2017
Q1 | $3.64M | Buy |
28,062
+1,185
| +4% | +$149K | 0.88% | 39 |
|
|
2016
Q4 | $3.27M | Buy |
26,877
+1,110
| +4% | +$130K | 0.95% | 36 |
|
|
2016
Q3 | $2.97M | Buy |
25,767
+2,255
| +10% | +$267K | 0.99% | 32 |
|
|
2016
Q2 | $2.83M | Buy |
23,512
+632
| +3% | +$79.2K | 1.08% | 26 |
|
|
2016
Q1 | $2.88M | Sell |
22,880
-453
| -2% | -$54.1K | 1.26% | 19 |
|
|
2015
Q4 | $2.76M | Sell |
23,333
-535
| -2% | -$59.8K | 1.33% | 20 |
|
|
2015
Q3 | $2.35M | Sell |
23,868
-2,047
| -8% | -$199K | 1.33% | 20 |
|
|
2015
Q2 | $2.46M | Sell |
25,915
-289
| -1% | -$28K | 1.38% | 20 |
|
|
2015
Q1 | $2.55M | Sell |
26,204
-928
| -3% | -$88K | 1.51% | 15 |
|
|
2014
Q4 | $2.54M | Sell |
27,132
-1,837
| -6% | -$172K | 1.59% | 15 |
|
|
2014
Q3 | $2.75M | Buy |
28,969
+902
| +3% | +$86K | 1.84% | 9 |
|
|
2014
Q2 | $2.83M | Sell |
28,067
-3,500
| -11% | -$353K | 1.95% | 7 |
|
|
2014
Q1 | $3.1M | Sell |
31,567
-96
| -0.3% | -$9.18K | 2.2% | 6 |
|
|
2013
Q4 | $3.07M | Buy |
+31,663
| New | +$3.04M | 2.44% | 6 |
|
Other funds holding MCD
Girard Partners's MCD Position: Q2 2024 in Review
Girard Partners reduced its McDonald's (MCD) stake by 1% in Q2 2024, selling an estimated $30.8K and leaving 11,116 shares worth $2.83M. The position accounts for 0.27% of the portfolio, ranked #74.
Girard Partners first reported a position in MCD in Q4 2013 and has held it in 43 quarters since. The position peaked at $4.99M in Q2 2019. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.
- Girard Partners held 11,116 shares of McDonald's worth $2.83M as of Q2 2024.
- Girard Partners sold 116 McDonald's shares in Q2 2024, an estimated $30.8K.
- McDonald's made up 0.27% of Girard Partners's portfolio in Q2 2024, its #74 holding.
- Girard Partners first reported a position in McDonald's in Q4 2013 and has held it in 43 quarters since.
- Girard Partners's McDonald's position peaked at $4.99M in Q2 2019.
- 3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.
Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.