High Falls 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
Q4 | – | Sell |
-3,238
| Closed | -$986K | – | 127 |
|
|
2024
Q3 | $986K | Sell |
3,238
-314
| -9% | -$86.5K | 0.23% | 37 |
|
|
2024
Q2 | $905K | Buy |
3,552
+1
| +0% | +$265 | 0.22% | 40 |
|
|
2024
Q1 | $1M | Hold |
3,551
| – | – | 0.25% | 39 |
|
|
2023
Q4 | $1.05M | Sell |
3,551
-200
| -5% | -$54.4K | 0.28% | 33 |
|
|
2023
Q3 | $988K | Hold |
3,751
| – | – | 0.3% | 32 |
|
|
2023
Q2 | $1.12M | Buy |
3,751
+1,235
| +49% | +$359K | 0.32% | 28 |
|
|
2023
Q1 | $704K | Hold |
2,516
| – | – | 0.21% | 41 |
|
|
2022
Q4 | $663K | Hold |
2,516
| – | – | 0.21% | 44 |
|
|
2022
Q3 | $581K | Hold |
2,516
| – | – | 0.19% | 52 |
|
|
2022
Q2 | $621K | Hold |
2,516
| – | – | 0.19% | 53 |
|
|
2022
Q1 | $622K | Buy |
2,516
+250
| +11% | +$62.3K | 0.17% | 56 |
|
|
2021
Q4 | $607K | Buy |
2,266
+28
| +1% | +$7.07K | 0.15% | 61 |
|
|
2021
Q3 | $539K | Buy |
2,238
+1
| +0% | +$239 | 0.15% | 70 |
|
|
2021
Q2 | $517K | Hold |
2,237
| – | – | 0.14% | 71 |
|
|
2021
Q1 | $501K | Hold |
2,237
| – | – | 0.14% | 69 |
|
|
2020
Q4 | $480K | Buy |
+2,237
| New | +$486K | 0.14% | 66 |
|
|
2020
Q3 | – | Sell |
-1,237
| Closed | -$228K | – | 68 |
|
|
2020
Q2 | $228K | Buy |
+1,237
| New | +$227K | 0.08% | 84 |
|
|
2020
Q1 | – | Sell |
-5,526
| Closed | -$1.09M | – | 93 |
|
|
2019
Q4 | $1.09M | Buy |
5,526
+52
| +0.9% | +$10.3K | 0.31% | 36 |
|
|
2019
Q3 | $1.18M | Buy |
5,474
+1
| +0% | +$214 | 0.36% | 29 |
|
|
2019
Q2 | $1.14M | Buy |
5,473
+251
| +5% | +$49.7K | 0.37% | 30 |
|
|
2019
Q1 | $992K | Buy |
5,222
+393
| +8% | +$71.3K | 0.34% | 32 |
|
|
2018
Q4 | $858K | Buy |
4,829
+1,003
| +26% | +$178K | 0.33% | 27 |
|
|
2018
Q3 | $640K | Sell |
3,826
-198
| -5% | -$31.7K | 0.22% | 46 |
|
|
2018
Q2 | $630K | Buy |
4,024
+1,502
| +60% | +$244K | 0.22% | 47 |
|
|
2018
Q1 | $394K | Hold |
2,522
| – | – | 0.14% | 59 |
|
|
2017
Q4 | $434K | Hold |
2,522
| – | – | 0.15% | 56 |
|
|
2017
Q3 | $395K | Hold |
2,522
| – | – | 0.15% | 59 |
|
|
2017
Q2 | $386K | Hold |
2,522
| – | – | 0.15% | 51 |
|
|
2017
Q1 | $327K | Hold |
2,522
| – | – | 0.14% | 67 |
|
|
2016
Q4 | $307K | Hold |
2,522
| – | – | 0.14% | 63 |
|
|
2016
Q3 | $291K | Buy |
2,522
+300
| +14% | +$35.5K | 0.11% | 64 |
|
|
2016
Q2 | $263K | Hold |
2,222
| – | – | 0.07% | 75 |
|
|
2016
Q1 | $279K | Hold |
2,222
| – | – | 0.1% | 82 |
|
|
2015
Q4 | $263K | Buy |
+2,222
| New | +$248K | 0.07% | 75 |
|
Other funds holding MCD
High Falls Advisors's MCD Position: Q4 2024 in Review
High Falls Advisors sold out of McDonald's (MCD) in Q4 2024, closing a stake of 3,238 shares — an estimated $986K sold.
High Falls Advisors first reported a position in MCD in Q4 2015 and held it in 34 quarters. The position peaked at $1.18M in Q3 2019. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.
- High Falls Advisors reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
- High Falls Advisors sold 3,238 McDonald's shares in Q4 2024, an estimated $986K.
- High Falls Advisors first reported a position in McDonald's in Q4 2015 and held it in 34 quarters.
- High Falls Advisors's McDonald's position peaked at $1.18M in Q3 2019.
- 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.
Based on High Falls Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.