Intersect 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.5M | Sell |
10,146
-1,782
| -15% | -$439K | 0.76% | 24 |
|
|
2022
Q1 | $2.95M | Sell |
11,928
-5
| -0% | -$1.25K | 0.57% | 33 |
|
|
2021
Q4 | $3.2M | Sell |
11,933
-5,298
| -31% | -$1.34M | 0.59% | 32 |
|
|
2021
Q3 | $4.16M | Buy |
17,231
+642
| +4% | +$153K | 0.71% | 23 |
|
|
2021
Q2 | $3.83M | Buy |
16,589
+1,408
| +9% | +$328K | 0.68% | 28 |
|
|
2021
Q1 | $3.4M | Buy |
15,181
+429
| +3% | +$91.7K | 0.69% | 28 |
|
|
2020
Q4 | $3.17M | Buy |
14,752
+16
| +0.1% | +$3.48K | 0.7% | 27 |
|
|
2020
Q3 | $3.23M | Buy |
14,736
+908
| +7% | +$186K | 0.87% | 25 |
|
|
2020
Q2 | $2.55M | Sell |
13,828
-67
| -0.5% | -$12.3K | 0.82% | 28 |
|
|
2020
Q1 | $2.3M | Buy |
13,895
+1,128
| +9% | +$222K | 0.91% | 23 |
|
|
2019
Q4 | $2.52M | Sell |
12,767
-24
| -0.2% | -$4.76K | 0.84% | 26 |
|
|
2019
Q3 | $2.75M | Buy |
12,791
+5
| +0% | +$1.07K | 1.03% | 24 |
|
|
2019
Q2 | $2.65M | Buy |
12,786
+744
| +6% | +$147K | 1.03% | 24 |
|
|
2019
Q1 | $2.29M | Sell |
12,042
-368
| -3% | -$66.8K | 0.96% | 27 |
|
|
2018
Q4 | $2.2M | Buy |
12,410
+338
| +3% | +$59.9K | 1.06% | 28 |
|
|
2018
Q3 | $2.02M | Buy |
12,072
+147
| +1% | +$23.6K | 0.88% | 31 |
|
|
2018
Q2 | $1.87M | Buy |
11,925
+844
| +8% | +$137K | 0.9% | 31 |
|
|
2018
Q1 | $1.73M | Sell |
11,081
-278
| -2% | -$45.7K | 0.92% | 33 |
|
|
2017
Q4 | $1.96M | Sell |
11,359
-114
| -1% | -$19.1K | 1.05% | 28 |
|
|
2017
Q3 | $1.8M | Buy |
11,473
+29
| +0.3% | +$4.54K | 1.02% | 29 |
|
|
2017
Q2 | $1.75M | Buy |
11,444
+810
| +8% | +$117K | 1.05% | 29 |
|
|
2017
Q1 | $1.38M | Sell |
10,634
-1,209
| -10% | -$152K | 1.2% | 24 |
|
|
2016
Q4 | $1.44M | Sell |
11,843
-449
| -4% | -$52.6K | 1.08% | 24 |
|
|
2016
Q3 | $1.42M | Sell |
12,292
-5,034
| -29% | -$597K | 1.12% | 22 |
|
|
2016
Q2 | $2.08M | Sell |
17,326
-94
| -0.5% | -$11.8K | 1.26% | 22 |
|
|
2016
Q1 | $2.19M | Buy |
17,420
+1,195
| +7% | +$143K | 1.38% | 21 |
|
|
2015
Q4 | $1.92M | Sell |
16,225
-1,194
| -7% | -$134K | 1.65% | 19 |
|
|
2015
Q3 | $1.72M | Sell |
17,419
-552
| -3% | -$53.8K | 1.58% | 18 |
|
|
2015
Q2 | $1.71M | Sell |
17,971
-2,386
| -12% | -$231K | 1.45% | 18 |
|
|
2015
Q1 | $1.97M | Sell |
20,357
-83
| -0.4% | -$7.88K | 1.51% | 15 |
|
|
2014
Q4 | $1.92M | Buy |
+20,440
| New | +$1.91M | 1.6% | 14 |
|
Other funds holding MCD
Intersect Capital's MCD Position: Q2 2022 in Review
Intersect Capital reduced its McDonald's (MCD) stake by 15% in Q2 2022, selling an estimated $439K and leaving 10,146 shares worth $2.5M. The position accounts for 0.76% of the portfolio, ranked #24.
Intersect Capital first reported a position in MCD in Q4 2014 and has held it in 31 quarters since. The position peaked at $4.16M in Q3 2021. 2,719 funds tracked by Wall St. Rank hold MCD as of Q2 2022.
- Intersect Capital held 10,146 shares of McDonald's worth $2.5M as of Q2 2022.
- Intersect Capital sold 1,782 McDonald's shares in Q2 2022, an estimated $439K.
- McDonald's made up 0.76% of Intersect Capital's portfolio in Q2 2022, its #24 holding.
- Intersect Capital first reported a position in McDonald's in Q4 2014 and has held it in 31 quarters since.
- Intersect Capital's McDonald's position peaked at $4.16M in Q3 2021.
- 2,719 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.
Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.