Legacy Capital Partners’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 | $5.36M | Buy |
21,682
+130
| +0.6% | +$32.4K | 1.77% | 13 |
|
|
2021
Q4 | $5.78M | Sell |
21,552
-144
| -0.7% | -$36.4K | 1.87% | 12 |
|
|
2021
Q3 | $5.23M | Sell |
21,696
-266
| -1% | -$63.5K | 1.89% | 13 |
|
|
2021
Q2 | $5.07M | Sell |
21,962
-30
| -0.1% | -$6.98K | 1.81% | 15 |
|
|
2021
Q1 | $4.93M | Sell |
21,992
-10
| -0% | -$2.14K | 1.86% | 15 |
|
|
2020
Q4 | $4.72M | Sell |
22,002
-493
| -2% | -$107K | 1.85% | 14 |
|
|
2020
Q3 | $4.94M | Buy |
22,495
+50
| +0.2% | +$10.3K | 2% | 12 |
|
|
2020
Q2 | $4.14M | Buy |
22,445
+480
| +2% | +$88K | 1.78% | 14 |
|
|
2020
Q1 | $3.63M | Sell |
21,965
-38
| -0.2% | -$7.49K | 1.8% | 16 |
|
|
2019
Q4 | $4.35M | Buy |
22,003
+575
| +3% | +$114K | 1.75% | 16 |
|
|
2019
Q3 | $4.6M | Sell |
21,428
-200
| -0.9% | -$42.9K | 2.02% | 14 |
|
|
2019
Q2 | $4.49M | Sell |
21,628
-310
| -1% | -$61.4K | 1.99% | 11 |
|
|
2019
Q1 | $4.17M | Sell |
21,938
-391
| -2% | -$71K | 1.94% | 13 |
|
|
2018
Q4 | $3.96M | Sell |
22,329
-3,945
| -15% | -$700K | 2.1% | 12 |
|
|
2018
Q3 | $4.39M | Sell |
26,274
-715
| -3% | -$115K | 2.03% | 11 |
|
|
2018
Q2 | $4.23M | Buy |
26,989
+120
| +0.4% | +$19.5K | 2.07% | 10 |
|
|
2018
Q1 | $4.2M | Sell |
26,869
-65
| -0.2% | -$10.7K | 2.11% | 9 |
|
|
2017
Q4 | $4.64M | Buy |
26,934
+180
| +0.7% | +$30.2K | 2.29% | 9 |
|
|
2017
Q3 | $4.19M | Buy |
26,754
+278
| +1% | +$43.6K | 2.2% | 11 |
|
|
2017
Q2 | $4.05M | Buy |
26,476
+322
| +1% | +$46.5K | 2.19% | 10 |
|
|
2017
Q1 | $3.39M | Buy |
26,154
+1,706
| +7% | +$214K | 1.9% | 18 |
|
|
2016
Q4 | $2.98M | Buy |
24,448
+688
| +3% | +$80.7K | 1.8% | 19 |
|
|
2016
Q3 | $2.74M | Sell |
23,760
-100
| -0.4% | -$11.8K | 1.72% | 19 |
|
|
2016
Q2 | $2.87M | Sell |
23,860
-561
| -2% | -$70.3K | 1.79% | 16 |
|
|
2016
Q1 | $3.07M | Buy |
24,421
+250
| +1% | +$29.9K | 1.98% | 14 |
|
|
2015
Q4 | $2.86M | Buy |
24,171
+200
| +0.8% | +$22.4K | 1.83% | 16 |
|
|
2015
Q3 | $2.36M | Sell |
23,971
-624
| -3% | -$60.8K | 1.6% | 21 |
|
|
2015
Q2 | $2.34M | Buy |
24,595
+200
| +0.8% | +$19.3K | 1.52% | 23 |
|
|
2015
Q1 | $2.38M | Buy |
24,395
+2,687
| +12% | +$255K | 1.52% | 22 |
|
|
2014
Q4 | $2.03M | Buy |
21,708
+1,318
| +6% | +$123K | 1.3% | 29 |
|
|
2014
Q3 | $1.93M | Sell |
20,390
-569
| -3% | -$54.3K | 1.28% | 27 |
|
|
2014
Q2 | $2.11M | Sell |
20,959
-425
| -2% | -$42.9K | 1.37% | 25 |
|
|
2014
Q1 | $2.1M | Sell |
21,384
-1,750
| -8% | -$167K | 1.48% | 21 |
|
|
2013
Q4 | $2.25M | Buy |
23,134
+403
| +2% | +$38.7K | 1.6% | 19 |
|
|
2013
Q3 | $2.19M | Buy |
22,731
+15
| +0.1% | +$1.46K | 1.63% | 19 |
|
|
2013
Q2 | $2.25M | Buy |
+22,716
| New | +$2.27M | 1.72% | 18 |
|
Other funds holding MCD
Legacy Capital Partners's MCD Position: Q1 2022 in Review
Legacy Capital Partners increased its McDonald's (MCD) stake by 0.6% in Q1 2022, buying an estimated $32.4K and bringing the position to 21,682 shares worth $5.36M. The position accounts for 1.77% of the portfolio, ranked #13.
Legacy Capital Partners first reported a position in MCD in Q2 2013 and has held it in 36 quarters since. The position peaked at $5.78M in Q4 2021. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.
- Legacy Capital Partners held 21,682 shares of McDonald's worth $5.36M as of Q1 2022.
- Legacy Capital Partners bought 130 McDonald's shares in Q1 2022, an estimated $32.4K.
- McDonald's made up 1.77% of Legacy Capital Partners's portfolio in Q1 2022, its #13 holding.
- Legacy Capital Partners first reported a position in McDonald's in Q2 2013 and has held it in 36 quarters since.
- Legacy Capital Partners's McDonald's position peaked at $5.78M in Q4 2021.
- 2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.
Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.