J.P. Marvel Investment 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
Q2 | – | Sell |
-7,700
| Closed | -$2.17M | – | 74 |
|
|
2024
Q1 | $2.17M | Hold |
7,700
| – | – | 0.38% | 49 |
|
|
2023
Q4 | $2.28M | Sell |
7,700
-189
| -2% | -$51.4K | 0.45% | 47 |
|
|
2023
Q3 | $2.08M | Hold |
7,889
| – | – | 0.45% | 46 |
|
|
2023
Q2 | $2.35M | Hold |
7,889
| – | – | 0.49% | 46 |
|
|
2023
Q1 | $2.21M | Hold |
7,889
| – | – | 0.5% | 46 |
|
|
2022
Q4 | $2.08M | Hold |
7,889
| – | – | 0.49% | 46 |
|
|
2022
Q3 | $1.82M | Hold |
7,889
| – | – | 0.46% | 48 |
|
|
2022
Q2 | $1.95M | Hold |
7,889
| – | – | 0.47% | 46 |
|
|
2022
Q1 | $1.95M | Hold |
7,889
| – | – | 0.4% | 49 |
|
|
2021
Q4 | $2.12M | Hold |
7,889
| – | – | 0.41% | 45 |
|
|
2021
Q3 | $1.9M | Hold |
7,889
| – | – | 0.57% | 38 |
|
|
2021
Q2 | $1.82M | Hold |
7,889
| – | – | 0.39% | 52 |
|
|
2021
Q1 | $1.77M | Hold |
7,889
| – | – | 0.42% | 50 |
|
|
2020
Q4 | $1.69M | Hold |
7,889
| – | – | 0.44% | 46 |
|
|
2020
Q3 | $1.73M | Hold |
7,889
| – | – | 0.5% | 45 |
|
|
2020
Q2 | $1.46M | Hold |
7,889
| – | – | 0.46% | 43 |
|
|
2020
Q1 | $1.3M | Hold |
7,889
| – | – | 0.49% | 42 |
|
|
2019
Q4 | $1.56M | Hold |
7,889
| – | – | 0.45% | 47 |
|
|
2019
Q3 | $1.69M | Buy |
+7,889
| New | +$1.69M | 0.54% | 46 |
|
|
2019
Q1 | $1.5M | Hold |
7,889
| – | – | 0.49% | 49 |
|
|
2018
Q4 | $1.4M | Buy |
+7,889
| New | +$1.4M | 0.51% | 48 |
|
|
2018
Q2 | $1.24M | Hold |
7,889
| – | – | 0.38% | 59 |
|
|
2018
Q1 | $1.23M | Buy |
7,889
+189
| +2% | +$31.1K | 0.38% | 59 |
|
|
2017
Q4 | $1.32M | Hold |
7,700
| – | – | 0.4% | 56 |
|
|
2017
Q3 | $1.21M | Hold |
7,700
| – | – | 0.38% | 55 |
|
|
2017
Q2 | $1.18M | Hold |
7,700
| – | – | 0.39% | 55 |
|
|
2017
Q1 | $998K | Hold |
7,700
| – | – | 0.33% | 58 |
|
|
2016
Q4 | $937K | Hold |
7,700
| – | – | 0.32% | 59 |
|
|
2016
Q3 | $888K | Hold |
7,700
| – | – | 0.31% | 57 |
|
|
2016
Q2 | $927K | Sell |
7,700
-790
| -9% | -$98.9K | 0.32% | 57 |
|
|
2016
Q1 | $1.07M | Buy |
8,490
+1,200
| +16% | +$143K | 0.38% | 52 |
|
|
2015
Q4 | $861K | Buy |
+7,290
| New | +$815K | 0.3% | 55 |
|
|
2013
Q4 | – | Sell |
-30,170
| Closed | -$2.9M | – | 83 |
|
|
2013
Q3 | $2.9M | Sell |
30,170
-250
| -0.8% | -$24.4K | 1.13% | 39 |
|
|
2013
Q2 | $3.01M | Buy |
+30,420
| New | +$3.05M | 1.25% | 36 |
|
Other funds holding MCD
J.P. Marvel Investment Advisors's MCD Position: Q2 2024 in Review
J.P. Marvel Investment Advisors sold out of McDonald's (MCD) in Q2 2024, closing a stake of 7,700 shares — an estimated $2.17M sold.
J.P. Marvel Investment Advisors first reported a position in MCD in Q2 2013 and held it in 34 quarters. The position peaked at $3.01M in Q2 2013. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.
- J.P. Marvel Investment Advisors reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
- J.P. Marvel Investment Advisors sold 7,700 McDonald's shares in Q2 2024, an estimated $2.17M.
- J.P. Marvel Investment Advisors first reported a position in McDonald's in Q2 2013 and held it in 34 quarters.
- J.P. Marvel Investment Advisors's McDonald's position peaked at $3.01M in Q2 2013.
- 3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.
Based on J.P. Marvel Investment Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.