Kings Point Capital Management’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
Q1 | $14.4M | Buy |
58,111
+1,243
| +2% | +$310K | 1.25% | 31 |
|
|
2021
Q4 | $15.2M | Sell |
56,868
-361
| -0.6% | -$91.1K | 1.25% | 29 |
|
|
2021
Q3 | $13.8M | Buy |
57,229
+1,976
| +4% | +$472K | 1.23% | 26 |
|
|
2021
Q2 | $12.8M | Sell |
55,253
-66
| -0.1% | -$15.4K | 1.16% | 30 |
|
|
2021
Q1 | $12.4M | Sell |
55,319
-78
| -0.1% | -$16.7K | 1.22% | 27 |
|
|
2020
Q4 | $11.9M | Buy |
55,397
+699
| +1% | +$152K | 1.27% | 24 |
|
|
2020
Q3 | $12M | Sell |
54,698
-1,421
| -3% | -$292K | 1.5% | 18 |
|
|
2020
Q2 | $10.4M | Buy |
56,119
+1,313
| +2% | +$241K | 1.5% | 17 |
|
|
2020
Q1 | $9.06M | Buy |
54,806
+17,736
| +48% | +$3.49M | 1.6% | 16 |
|
|
2019
Q4 | $7.33M | Buy |
37,070
+2,632
| +8% | +$522K | 1.08% | 37 |
|
|
2019
Q3 | $7.39M | Buy |
34,438
+283
| +0.8% | +$60.7K | 1.25% | 31 |
|
|
2019
Q2 | $7.09M | Buy |
34,155
+13,070
| +62% | +$2.59M | 1.3% | 31 |
|
|
2019
Q1 | $4M | Buy |
21,085
+2,164
| +11% | +$393K | 0.8% | 50 |
|
|
2018
Q4 | $3.36M | Sell |
18,921
-353
| -2% | -$62.6K | 0.75% | 51 |
|
|
2018
Q3 | $3.22M | Buy |
19,274
+2,710
| +16% | +$434K | 0.6% | 60 |
|
|
2018
Q2 | $2.6M | Buy |
16,564
+3,797
| +30% | +$616K | 0.51% | 65 |
|
|
2018
Q1 | $2M | Buy |
12,767
+10,913
| +589% | +$1.8M | 0.4% | 69 |
|
|
2017
Q4 | $319K | Sell |
1,854
-532
| -22% | -$89.3K | 0.07% | 126 |
|
|
2017
Q3 | $374K | Buy |
2,386
+332
| +16% | +$52K | 0.08% | 119 |
|
|
2017
Q2 | $315K | Buy |
2,054
+79
| +4% | +$11.4K | 0.07% | 121 |
|
|
2017
Q1 | $256K | Buy |
1,975
+1,775
| +888% | +$223K | 0.06% | 125 |
|
|
2016
Q4 | $24K | Sell |
200
-417
| -68% | -$48.9K | 0.01% | 248 |
|
|
2016
Q3 | $71K | Buy |
617
+142
| +30% | +$16.8K | 0.02% | 167 |
|
|
2016
Q2 | $57K | Buy |
475
+200
| +73% | +$25K | 0.01% | 176 |
|
|
2016
Q1 | $35K | Sell |
275
-257
| -48% | -$30.7K | 0.01% | 213 |
|
|
2015
Q4 | $63K | Buy |
532
+257
| +93% | +$28.7K | 0.02% | 181 |
|
|
2015
Q3 | $27K | Hold |
275
| – | – | 0.01% | 279 |
|
|
2015
Q2 | $26K | Buy |
+275
| New | +$26.6K | 0.01% | 276 |
|
|
2014
Q3 | – | Sell |
-1,981
| Closed | -$200K | – | 324 |
|
|
2014
Q2 | $200K | Buy |
1,981
+50
| +3% | +$5.05K | 0.06% | 105 |
|
|
2014
Q1 | $189K | Buy |
1,931
+50
| +3% | +$4.78K | 0.06% | 103 |
|
|
2013
Q4 | $183K | Sell |
1,881
-675
| -26% | -$64.9K | 0.06% | 97 |
|
|
2013
Q3 | $246K | Buy |
2,556
+35
| +1% | +$3.42K | 0.09% | 82 |
|
|
2013
Q2 | $250K | Buy |
+2,521
| New | +$252K | 0.1% | 89 |
|
Other funds holding MCD
Kings Point Capital Management's MCD Position: Q1 2022 in Review
Kings Point Capital Management increased its McDonald's (MCD) stake by 2.2% in Q1 2022, buying an estimated $310K and bringing the position to 58,111 shares worth $14.4M. The position accounts for 1.25% of the portfolio, ranked #31.
Kings Point Capital Management first reported a position in MCD in Q2 2013 and has held it in 33 quarters since. The position peaked at $15.2M in Q4 2021. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.
- Kings Point Capital Management held 58,111 shares of McDonald's worth $14.4M as of Q1 2022.
- Kings Point Capital Management bought 1,243 McDonald's shares in Q1 2022, an estimated $310K.
- McDonald's made up 1.25% of Kings Point Capital Management's portfolio in Q1 2022, its #31 holding.
- Kings Point Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 33 quarters since.
- Kings Point Capital Management's McDonald's position peaked at $15.2M in Q4 2021.
- 2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.
Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.