Kiwi Wealth Investments Limited Partnership’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-27,430
| Closed | -$7.23M | – | 203 |
|
|
2022
Q4 | $7.23M | Sell |
27,430
-21,422
| -44% | -$5.65M | 0.48% | 55 |
|
|
2022
Q3 | $12.1M | Hold |
48,852
| – | – | 0.83% | 31 |
|
|
2022
Q2 | $12.1M | Sell |
48,852
-10,674
| -18% | -$2.63M | 0.83% | 31 |
|
|
2022
Q1 | $14.7M | Sell |
59,526
-10,184
| -15% | -$2.54M | 0.8% | 29 |
|
|
2021
Q4 | $18.7M | Buy |
69,710
+6,046
| +9% | +$1.53M | 0.88% | 23 |
|
|
2021
Q3 | $15.3M | Sell |
63,664
-15,574
| -20% | -$3.72M | 0.78% | 29 |
|
|
2021
Q2 | $18.3M | Sell |
79,238
-10,355
| -12% | -$2.41M | 0.95% | 24 |
|
|
2021
Q1 | $20.1M | Buy |
89,593
+21,248
| +31% | +$4.54M | 1.16% | 15 |
|
|
2020
Q4 | $14.7M | Sell |
68,345
-7,657
| -10% | -$1.67M | 0.86% | 21 |
|
|
2020
Q3 | $16.7M | Sell |
76,002
-42,310
| -36% | -$8.69M | 1.17% | 15 |
|
|
2020
Q2 | $21.8M | Buy |
118,312
+53,949
| +84% | +$9.89M | 1.77% | 9 |
|
|
2020
Q1 | $10.6M | Sell |
64,363
-16,413
| -20% | -$3.23M | 1.07% | 26 |
|
|
2019
Q4 | $16M | Buy |
80,776
+19,274
| +31% | +$3.82M | 1.17% | 17 |
|
|
2019
Q3 | $13.2M | Buy |
61,502
+17,396
| +39% | +$3.73M | 1.06% | 28 |
|
|
2019
Q2 | $9.16M | Buy |
44,106
+9,768
| +28% | +$1.93M | 0.8% | 38 |
|
|
2019
Q1 | $6.52M | Sell |
34,338
-42,065
| -55% | -$7.63M | 0.59% | 52 |
|
|
2018
Q4 | $13.6M | Sell |
76,403
-15,358
| -17% | -$2.72M | 1.42% | 19 |
|
|
2018
Q3 | $15.4M | Buy |
91,761
+4,600
| +5% | +$737K | 1.44% | 16 |
|
|
2018
Q2 | $13.7M | Sell |
87,161
-17,909
| -17% | -$2.9M | 1.3% | 21 |
|
|
2018
Q1 | $16.4M | Buy |
105,070
+54,834
| +109% | +$9.02M | 1.62% | 14 |
|
|
2017
Q4 | $8.65M | Sell |
50,236
-44,784
| -47% | -$7.52M | 0.95% | 33 |
|
|
2017
Q3 | $14.9M | Buy |
95,020
+8,792
| +10% | +$1.38M | 1.79% | 15 |
|
|
2017
Q2 | $13.2M | Sell |
86,228
-33,471
| -28% | -$4.84M | 1.21% | 11 |
|
|
2017
Q1 | $15.5M | Buy |
119,699
+14,051
| +13% | +$1.76M | 1.28% | 10 |
|
|
2016
Q4 | $12.9M | Sell |
105,648
-33,418
| -24% | -$3.92M | 1.1% | 20 |
|
|
2016
Q3 | $16M | Buy |
139,066
+9,050
| +7% | +$1.07M | 1.38% | 12 |
|
|
2016
Q2 | $15.6M | Buy |
130,016
+3,680
| +3% | +$461K | 1.53% | 10 |
|
|
2016
Q1 | $15.9M | Buy |
126,336
+11,296
| +10% | +$1.35M | 1.62% | 13 |
|
|
2015
Q4 | $13.6M | Buy |
+115,040
| New | +$12.9M | 1.52% | 21 |
|
|
2014
Q2 | – | Sell |
-136,420
| Closed | -$13.4M | – | 57 |
|
|
2014
Q1 | $13.4M | Buy |
136,420
+5,949
| +5% | +$569K | 1.63% | 31 |
|
|
2013
Q4 | $12.7M | Sell |
130,471
-72,284
| -36% | -$6.95M | 1.6% | 33 |
|
|
2013
Q3 | $19.5M | Buy |
202,755
+30,941
| +18% | +$3.02M | 2.97% | 13 |
|
|
2013
Q2 | $17M | Buy |
+171,814
| New | +$17.2M | 3.05% | 10 |
|
Other funds holding MCD
Kiwi Wealth Investments Limited Partnership's MCD Position: Q1 2023 in Review
Kiwi Wealth Investments Limited Partnership sold out of McDonald's (MCD) in Q1 2023, closing a stake of 27,430 shares — an estimated $7.23M sold.
Kiwi Wealth Investments Limited Partnership first reported a position in MCD in Q2 2013 and held it in 33 quarters. The position peaked at $21.8M in Q2 2020. 2,945 funds tracked by Wall St. Rank hold MCD as of Q1 2023.
- Kiwi Wealth Investments Limited Partnership reported no remaining McDonald's position as of Q1 2023 after selling out during the quarter.
- Kiwi Wealth Investments Limited Partnership sold 27,430 McDonald's shares in Q1 2023, an estimated $7.23M.
- Kiwi Wealth Investments Limited Partnership first reported a position in McDonald's in Q2 2013 and held it in 33 quarters.
- Kiwi Wealth Investments Limited Partnership's McDonald's position peaked at $21.8M in Q2 2020.
- 2,945 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.
Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2023, filed 16 May 2023.