Greytown Advisors’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
Q1 | – | Sell |
-916
| Closed | -$272K | – | 83 |
|
|
2023
Q4 | $272K | Buy |
916
+2
| +0.2% | +$544 | 0.15% | 64 |
|
|
2023
Q3 | $241K | Sell |
914
-86
| -9% | -$24.5K | 0.13% | 68 |
|
|
2023
Q2 | $298K | Sell |
1,000
-141
| -12% | -$41K | 0.16% | 59 |
|
|
2023
Q1 | $319K | Sell |
1,141
-254
| -18% | -$68K | 0.17% | 69 |
|
|
2022
Q4 | $368K | Sell |
1,395
-1,063
| -43% | -$280K | 0.2% | 60 |
|
|
2022
Q3 | $567K | Sell |
2,458
-404
| -14% | -$103K | 0.34% | 46 |
|
|
2022
Q2 | $707K | Sell |
2,862
-1,110
| -28% | -$273K | 0.4% | 43 |
|
|
2022
Q1 | $982K | Sell |
3,972
-1,550
| -28% | -$386K | 0.47% | 40 |
|
|
2021
Q4 | $1.48M | Sell |
5,522
-452
| -8% | -$114K | 0.63% | 28 |
|
|
2021
Q3 | $1.44M | Buy |
5,974
+461
| +8% | +$110K | 0.64% | 25 |
|
|
2021
Q2 | $1.27M | Buy |
5,513
+815
| +17% | +$190K | 0.62% | 28 |
|
|
2021
Q1 | $1.05M | Buy |
4,698
+962
| +26% | +$206K | 0.52% | 24 |
|
|
2020
Q4 | $802K | Buy |
3,736
+1,099
| +42% | +$239K | 0.55% | 28 |
|
|
2020
Q3 | $579K | Buy |
2,637
+790
| +43% | +$162K | 0.48% | 30 |
|
|
2020
Q2 | $341K | Sell |
1,847
-1,160
| -39% | -$213K | 0.32% | 50 |
|
|
2020
Q1 | $497K | Sell |
3,007
-1,879
| -38% | -$370K | 0.49% | 46 |
|
|
2019
Q4 | $966K | Sell |
4,886
-79
| -2% | -$15.7K | 0.68% | 34 |
|
|
2019
Q3 | $1.07M | Buy |
4,965
+209
| +4% | +$44.8K | 0.79% | 23 |
|
|
2019
Q2 | $988K | Sell |
4,756
-1,029
| -18% | -$204K | 0.71% | 22 |
|
|
2019
Q1 | $1.1M | Hold |
5,785
| – | – | 0.79% | 24 |
|
|
2018
Q4 | $1.03M | Buy |
5,785
+117
| +2% | +$20.7K | 0.74% | 25 |
|
|
2018
Q3 | $948K | Sell |
5,668
-1,316
| -19% | -$211K | 0.63% | 35 |
|
|
2018
Q2 | $1.09M | Buy |
6,984
+72
| +1% | +$11.7K | 0.51% | 32 |
|
|
2018
Q1 | $1.08M | Buy |
6,912
+265
| +4% | +$43.6K | 0.54% | 32 |
|
|
2017
Q4 | $1.14M | Buy |
6,647
+319
| +5% | +$53.6K | 0.59% | 33 |
|
|
2017
Q3 | $991K | Buy |
6,328
+2,690
| +74% | +$422K | 0.57% | 30 |
|
|
2017
Q2 | $557K | Hold |
3,638
| – | – | 0.45% | 33 |
|
|
2017
Q1 | $472K | Hold |
3,638
| – | – | 0.42% | 37 |
|
|
2016
Q4 | $443K | Buy |
+3,638
| New | +$427K | 0.42% | 39 |
|
Other funds holding MCD
Greytown Advisors's MCD Position: Q1 2024 in Review
Greytown Advisors sold out of McDonald's (MCD) in Q1 2024, closing a stake of 916 shares — an estimated $272K sold.
Greytown Advisors first reported a position in MCD in Q4 2016 and held it in 29 quarters. The position peaked at $1.48M in Q4 2021. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.
- Greytown Advisors reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
- Greytown Advisors sold 916 McDonald's shares in Q1 2024, an estimated $272K.
- Greytown Advisors first reported a position in McDonald's in Q4 2016 and held it in 29 quarters.
- Greytown Advisors's McDonald's position peaked at $1.48M in Q4 2021.
- 3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.
Based on Greytown Advisors's 13F filing for Q1 2024, filed 15 May 2024.