Gratus Capital’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 | $18.6M | Buy |
72,817
+1,919
| +3% | +$509K | 0.74% | 37 |
|
|
2024
Q1 | $20M | Buy |
70,898
+10,333
| +17% | +$3.01M | 0.92% | 27 |
|
|
2023
Q4 | $18M | Buy |
60,565
+7,855
| +15% | +$2.14M | 1.01% | 25 |
|
|
2023
Q3 | $13.9M | Buy |
52,710
+43,812
| +492% | +$12.5M | 0.94% | 32 |
|
|
2023
Q2 | $2.66M | Buy |
8,898
+240
| +3% | +$69.7K | 0.18% | 94 |
|
|
2023
Q1 | $2.42M | Buy |
8,658
+188
| +2% | +$50.4K | 0.18% | 87 |
|
|
2022
Q4 | $2.23M | Sell |
8,470
-43
| -0.5% | -$11.3K | 0.18% | 87 |
|
|
2022
Q3 | $1.96M | Buy |
8,513
+217
| +3% | +$55.5K | 0.21% | 81 |
|
|
2022
Q2 | $2.05M | Buy |
8,296
+8
| +0.1% | +$1.97K | 0.23% | 80 |
|
|
2022
Q1 | $2.05M | Sell |
8,288
-152
| -2% | -$37.9K | 0.2% | 85 |
|
|
2021
Q4 | $2.26M | Sell |
8,440
-992
| -11% | -$250K | 0.21% | 80 |
|
|
2021
Q3 | $2.27M | Buy |
9,432
+7
| +0.1% | +$1.67K | 0.24% | 75 |
|
|
2021
Q2 | $2.18M | Sell |
9,425
-9,155
| -49% | -$2.13M | 0.24% | 78 |
|
|
2021
Q1 | $4.17M | Sell |
18,580
-329
| -2% | -$70.4K | 0.5% | 68 |
|
|
2020
Q4 | $4.06M | Buy |
18,909
+263
| +1% | +$57.2K | 0.54% | 61 |
|
|
2020
Q3 | $4.09M | Sell |
18,646
-432
| -2% | -$88.7K | 0.64% | 58 |
|
|
2020
Q2 | $3.52M | Sell |
19,078
-1
| -0% | -$183 | 0.59% | 58 |
|
|
2020
Q1 | $3.15M | Sell |
19,079
-132
| -0.7% | -$26K | 0.59% | 59 |
|
|
2019
Q4 | $3.8M | Buy |
19,211
+19
| +0.1% | +$3.77K | 0.58% | 62 |
|
|
2019
Q3 | $4.12M | Buy |
19,192
+880
| +5% | +$189K | 0.67% | 52 |
|
|
2019
Q2 | $3.8M | Sell |
18,312
-552
| -3% | -$109K | 0.62% | 56 |
|
|
2019
Q1 | $3.58M | Sell |
18,864
-304
| -2% | -$55.2K | 0.6% | 58 |
|
|
2018
Q4 | $3.4M | Buy |
19,168
+9
| +0% | +$1.6K | 0.7% | 52 |
|
|
2018
Q3 | $3.21M | Buy |
19,159
+22
| +0.1% | +$3.53K | 0.44% | 59 |
|
|
2018
Q2 | $3M | Buy |
19,137
+126
| +0.7% | +$20.4K | 0.44% | 60 |
|
|
2018
Q1 | $2.97M | Buy |
19,011
+788
| +4% | +$130K | 0.43% | 63 |
|
|
2017
Q4 | $3.14M | Sell |
18,223
-96
| -0.5% | -$16.1K | 0.41% | 61 |
|
|
2017
Q3 | $2.87M | Sell |
18,319
-37
| -0.2% | -$5.8K | 0.4% | 64 |
|
|
2017
Q2 | $2.81M | Hold |
18,356
| – | – | 0.4% | 61 |
|
|
2017
Q1 | $2.38M | Sell |
18,356
-14
| -0.1% | -$1.76K | 0.34% | 73 |
|
|
2016
Q4 | $2.24M | Buy |
18,370
+37
| +0.2% | +$4.34K | 0.33% | 73 |
|
|
2016
Q3 | $2.12M | Buy |
18,333
+201
| +1% | +$23.8K | 0.31% | 74 |
|
|
2016
Q2 | $2.18M | Buy |
18,132
+16,132
| +807% | +$2.02M | 0.32% | 72 |
|
|
2016
Q1 | $251K | Buy |
2,000
+283
| +16% | +$33.8K | 0.06% | 59 |
|
|
2015
Q4 | $203K | Buy |
+1,717
| New | +$192K | 0.05% | 91 |
|
Other funds holding MCD
Gratus Capital's MCD Position: Q2 2024 in Review
Gratus Capital increased its McDonald's (MCD) stake by 2.7% in Q2 2024, buying an estimated $509K and bringing the position to 72,817 shares worth $18.6M. The position accounts for 0.74% of the portfolio, ranked #37.
Gratus Capital first reported a position in MCD in Q4 2015 and has held it in 35 quarters since. The position peaked at $20M in Q1 2024. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.
- Gratus Capital held 72,817 shares of McDonald's worth $18.6M as of Q2 2024.
- Gratus Capital bought 1,919 McDonald's shares in Q2 2024, an estimated $509K.
- McDonald's made up 0.74% of Gratus Capital's portfolio in Q2 2024, its #37 holding.
- Gratus Capital first reported a position in McDonald's in Q4 2015 and has held it in 35 quarters since.
- Gratus Capital's McDonald's position peaked at $20M in Q1 2024.
- 3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.
Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.