McKinley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3M | Sell |
11,755
-823
| -7% | -$218K | 0.52% | 53 |
|
|
2024
Q1 | $3.55M | Buy |
12,578
+85
| +0.7% | +$24.7K | 0.43% | 77 |
|
|
2023
Q4 | $3.7M | Buy |
12,493
+3
| +0% | +$817 | 0.48% | 75 |
|
|
2023
Q3 | $3.29M | Buy |
12,490
+32
| +0.3% | +$9.13K | 0.46% | 76 |
|
|
2023
Q2 | $3.72M | Sell |
12,458
-94
| -0.7% | -$27.3K | 0.5% | 69 |
|
|
2023
Q1 | $3.51M | Sell |
12,552
-235
| -2% | -$63K | 0.46% | 73 |
|
|
2022
Q4 | $3.37M | Buy |
12,787
+14
| +0.1% | +$3.69K | 0.45% | 77 |
|
|
2022
Q3 | $2.95M | Buy |
12,773
+6,104
| +92% | +$1.56M | 0.4% | 85 |
|
|
2022
Q2 | $1.65M | Buy |
6,669
+56
| +0.8% | +$13.8K | 0.22% | 112 |
|
|
2022
Q1 | $1.64M | Buy |
6,613
+246
| +4% | +$61.3K | 0.16% | 119 |
|
|
2021
Q4 | $1.71M | Buy |
6,367
+1,294
| +26% | +$327K | 0.15% | 125 |
|
|
2021
Q3 | $1.22M | Sell |
5,073
-278
| -5% | -$66.4K | 0.12% | 138 |
|
|
2021
Q2 | $1.24M | Sell |
5,351
-305
| -5% | -$71K | 0.09% | 140 |
|
|
2021
Q1 | $1.27M | Sell |
5,656
-850
| -13% | -$182K | 0.1% | 139 |
|
|
2020
Q4 | $1.4M | Sell |
6,506
-405
| -6% | -$88.1K | 0.1% | 137 |
|
|
2020
Q3 | $1.52M | Sell |
6,911
-415
| -6% | -$85.2K | 0.12% | 127 |
|
|
2020
Q2 | $1.35M | Sell |
7,326
-164
| -2% | -$30.1K | 0.09% | 130 |
|
|
2020
Q1 | $1.24M | Buy |
+7,490
| New | +$1.48M | 0.1% | 126 |
|
|
2019
Q4 | – | Sell |
-1,529
| Closed | -$329K | – | 200 |
|
|
2019
Q3 | $329K | Sell |
1,529
-105
| -6% | -$22.5K | 0.02% | 158 |
|
|
2019
Q2 | $340K | Sell |
1,634
-524
| -24% | -$104K | 0.02% | 198 |
|
|
2019
Q1 | $409K | Sell |
2,158
-209
| -9% | -$37.9K | 0.03% | 165 |
|
|
2018
Q4 | $421K | Buy |
2,367
+751
| +46% | +$133K | 0.03% | 162 |
|
|
2018
Q3 | $271K | Sell |
1,616
-1,254
| -44% | -$201K | 0.02% | 182 |
|
|
2018
Q2 | $449K | Sell |
2,870
-180
| -6% | -$29.2K | 0.03% | 168 |
|
|
2018
Q1 | $477K | Buy |
3,050
+1,236
| +68% | +$203K | 0.03% | 167 |
|
|
2017
Q4 | $312K | Sell |
1,814
-1,257
| -41% | -$211K | 0.02% | 265 |
|
|
2017
Q3 | $481K | Sell |
3,071
-65
| -2% | -$10.2K | 0.02% | 267 |
|
|
2017
Q2 | $480K | Sell |
3,136
-63
| -2% | -$9.11K | 0.02% | 260 |
|
|
2017
Q1 | $415K | Sell |
3,199
-184
| -5% | -$23.1K | 0.02% | 286 |
|
|
2016
Q4 | $412K | Sell |
3,383
-615
| -15% | -$72.1K | 0.02% | 289 |
|
|
2016
Q3 | $461K | Sell |
3,998
-43,661
| -92% | -$5.17M | 0.02% | 285 |
|
|
2016
Q2 | $5.74M | Sell |
47,659
-106
| -0.2% | -$13.3K | 0.28% | 114 |
|
|
2016
Q1 | $6M | Buy |
+47,765
| New | +$5.71M | 0.29% | 100 |
|
|
2014
Q1 | – | Sell |
-9,020
| Closed | -$875K | – | 402 |
|
|
2013
Q4 | $875K | Buy |
+9,020
| New | +$867K | 0.03% | 253 |
|
Other funds holding MCD
McKinley Capital Management's MCD Position: Q2 2024 in Review
McKinley Capital Management reduced its McDonald's (MCD) stake by 6.5% in Q2 2024, selling an estimated $218K and leaving 11,755 shares worth $3M. The position accounts for 0.52% of the portfolio, ranked #53.
McKinley Capital Management first reported a position in MCD in Q4 2013 and has held it in 34 quarters since. The position peaked at $6M in Q1 2016. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.
- McKinley Capital Management held 11,755 shares of McDonald's worth $3M as of Q2 2024.
- McKinley Capital Management sold 823 McDonald's shares in Q2 2024, an estimated $218K.
- McDonald's made up 0.52% of McKinley Capital Management's portfolio in Q2 2024, its #53 holding.
- McKinley Capital Management first reported a position in McDonald's in Q4 2013 and has held it in 34 quarters since.
- McKinley Capital Management's McDonald's position peaked at $6M in Q1 2016.
- 3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.
Based on McKinley Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.