Gofen & Glossberg’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
Q4 | $59.2M | Sell |
224,812
-2,307
| -1% | -$609K | 1.52% | 13 |
|
|
2022
Q3 | $52.4M | Sell |
227,119
-5,958
| -3% | -$1.52M | 1.48% | 12 |
|
|
2022
Q2 | $57.5M | Sell |
233,077
-768
| -0.3% | -$189K | 1.53% | 11 |
|
|
2022
Q1 | $57.8M | Sell |
233,845
-505
| -0.2% | -$126K | 1.32% | 17 |
|
|
2021
Q4 | $62.8M | Sell |
234,350
-1,612
| -0.7% | -$407K | 1.36% | 16 |
|
|
2021
Q3 | $56.9M | Sell |
235,962
-2,599
| -1% | -$620K | 1.33% | 17 |
|
|
2021
Q2 | $55.1M | Sell |
238,561
-599
| -0.3% | -$139K | 1.31% | 18 |
|
|
2021
Q1 | $53.6M | Sell |
239,160
-5,753
| -2% | -$1.23M | 1.37% | 18 |
|
|
2020
Q4 | $52.6M | Sell |
244,913
-2,954
| -1% | -$642K | 1.44% | 17 |
|
|
2020
Q3 | $54.4M | Sell |
247,867
-1,262
| -0.5% | -$259K | 1.67% | 14 |
|
|
2020
Q2 | $46M | Sell |
249,129
-1,833
| -0.7% | -$336K | 1.54% | 15 |
|
|
2020
Q1 | $41.5M | Buy |
250,962
+270
| +0.1% | +$53.2K | 1.62% | 12 |
|
|
2019
Q4 | $49.5M | Buy |
250,692
+2,388
| +1% | +$474K | 1.58% | 14 |
|
|
2019
Q3 | $53.3M | Sell |
248,304
-4,876
| -2% | -$1.05M | 1.8% | 11 |
|
|
2019
Q2 | $52.6M | Sell |
253,180
-7,053
| -3% | -$1.4M | 1.8% | 11 |
|
|
2019
Q1 | $49.4M | Sell |
260,233
-13,273
| -5% | -$2.41M | 1.75% | 12 |
|
|
2018
Q4 | $48.6M | Sell |
273,506
-3,566
| -1% | -$632K | 1.92% | 8 |
|
|
2018
Q3 | $46.4M | Sell |
277,072
-8,646
| -3% | -$1.39M | 1.59% | 13 |
|
|
2018
Q2 | $44.8M | Sell |
285,718
-5,020
| -2% | -$814K | 1.66% | 12 |
|
|
2018
Q1 | $45.5M | Sell |
290,738
-5,690
| -2% | -$936K | 1.7% | 9 |
|
|
2017
Q4 | $51M | Sell |
296,428
-6,665
| -2% | -$1.12M | 1.82% | 8 |
|
|
2017
Q3 | $47.5M | Sell |
303,093
-5,197
| -2% | -$815K | 1.76% | 11 |
|
|
2017
Q2 | $47.2M | Sell |
308,290
-4,054
| -1% | -$586K | 1.79% | 12 |
|
|
2017
Q1 | $40.5M | Sell |
312,344
-48,100
| -13% | -$6.04M | 1.59% | 16 |
|
|
2016
Q4 | $43.9M | Sell |
360,444
-860
| -0.2% | -$101K | 1.79% | 11 |
|
|
2016
Q3 | $41.7M | Sell |
361,304
-3,231
| -0.9% | -$383K | 1.73% | 13 |
|
|
2016
Q2 | $43.9M | Sell |
364,535
-6,162
| -2% | -$772K | 1.84% | 10 |
|
|
2016
Q1 | $46.6M | Sell |
370,697
-3,691
| -1% | -$441K | 1.98% | 8 |
|
|
2015
Q4 | $44.2M | Sell |
374,388
-7,412
| -2% | -$829K | 1.92% | 9 |
|
|
2015
Q3 | $37.6M | Sell |
381,800
-5,628
| -1% | -$548K | 1.71% | 13 |
|
|
2015
Q2 | $36.8M | Sell |
387,428
-1,787
| -0.5% | -$173K | 1.55% | 16 |
|
|
2015
Q1 | $37.9M | Sell |
389,215
-5,550
| -1% | -$527K | 1.63% | 15 |
|
|
2014
Q4 | $37M | Buy |
394,765
+21,336
| +6% | +$2M | 1.59% | 14 |
|
|
2014
Q3 | $35.4M | Sell |
373,429
-20,872
| -5% | -$1.99M | 1.56% | 15 |
|
|
2014
Q2 | $39.7M | Buy |
394,301
+3,257
| +0.8% | +$329K | 1.75% | 15 |
|
|
2014
Q1 | $37.2M | Sell |
391,044
-1,473
| -0.4% | -$141K | 1.73% | 14 |
|
|
2013
Q4 | $38.1M | Buy |
392,517
+5,368
| +1% | +$516K | 1.79% | 12 |
|
|
2013
Q3 | $37.2M | Sell |
387,149
-5,058
| -1% | -$494K | 1.92% | 9 |
|
|
2013
Q2 | $38.8M | Buy |
+392,207
| New | +$39.3M | 2.1% | 7 |
|
Other funds holding MCD
AWA
Gofen & Glossberg's MCD Position: Q4 2022 in Review
Gofen & Glossberg reduced its McDonald's (MCD) stake by 1% in Q4 2022, selling an estimated $609K and leaving 224,812 shares worth $59.2M. The position accounts for 1.52% of the portfolio, ranked #13.
Gofen & Glossberg first reported a position in MCD in Q2 2013 and has held it in 39 quarters since. The position peaked at $62.8M in Q4 2021. 2,921 funds tracked by Wall St. Rank hold MCD as of Q4 2022.
- Gofen & Glossberg held 224,812 shares of McDonald's worth $59.2M as of Q4 2022.
- Gofen & Glossberg sold 2,307 McDonald's shares in Q4 2022, an estimated $609K.
- McDonald's made up 1.52% of Gofen & Glossberg's portfolio in Q4 2022, its #13 holding.
- Gofen & Glossberg first reported a position in McDonald's in Q2 2013 and has held it in 39 quarters since.
- Gofen & Glossberg's McDonald's position peaked at $62.8M in Q4 2021.
- 2,921 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.
Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.