Meristem Family Wealth’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 | $1.59M | Sell |
6,414
-797
| -11% | -$199K | 0.17% | 66 |
|
|
2021
Q4 | $1.93M | Buy |
7,211
+545
| +8% | +$138K | 0.17% | 66 |
|
|
2021
Q3 | $1.61M | Buy |
6,666
+2,375
| +55% | +$567K | 0.15% | 75 |
|
|
2021
Q2 | $991K | Buy |
4,291
+3,294
| +330% | +$767K | 0.16% | 94 |
|
|
2021
Q1 | $223K | Sell |
997
-789
| -44% | -$169K | 0.04% | 212 |
|
|
2020
Q4 | $383K | Buy |
1,786
+27
| +2% | +$5.87K | 0.08% | 145 |
|
|
2020
Q3 | $386K | Sell |
1,759
-1,206
| -41% | -$248K | 0.1% | 123 |
|
|
2020
Q2 | $547K | Buy |
2,965
+22
| +0.7% | +$4.03K | 0.15% | 90 |
|
|
2020
Q1 | $487K | Sell |
2,943
-30
| -1% | -$5.91K | 0.15% | 88 |
|
|
2019
Q4 | $587K | Hold |
2,973
| – | – | 0.14% | 89 |
|
|
2019
Q3 | $638K | Sell |
2,973
-400
| -12% | -$85.8K | 0.17% | 83 |
|
|
2019
Q2 | $700K | Buy |
3,373
+1,606
| +91% | +$318K | 0.21% | 67 |
|
|
2019
Q1 | $336K | Sell |
1,767
-199
| -10% | -$36.1K | 0.11% | 98 |
|
|
2018
Q4 | $349K | Sell |
1,966
-232
| -11% | -$41.1K | 0.13% | 82 |
|
|
2018
Q3 | $368K | Hold |
2,198
| – | – | 0.13% | 92 |
|
|
2018
Q2 | $344K | Sell |
2,198
-1,033
| -32% | -$167K | 0.12% | 90 |
|
|
2018
Q1 | $505K | Hold |
3,231
| – | – | 0.18% | 67 |
|
|
2017
Q4 | $556K | Sell |
3,231
-29
| -0.9% | -$4.87K | 0.2% | 63 |
|
|
2017
Q3 | $511K | Hold |
3,260
| – | – | 0.21% | 63 |
|
|
2017
Q2 | $499K | Hold |
3,260
| – | – | 0.21% | 61 |
|
|
2017
Q1 | $423K | Hold |
3,260
| – | – | 0.17% | 69 |
|
|
2016
Q4 | $397K | Sell |
3,260
-383
| -11% | -$44.9K | 0.16% | 74 |
|
|
2016
Q3 | $420K | Buy |
3,643
+347
| +11% | +$41.1K | 0.18% | 70 |
|
|
2016
Q2 | $397K | Sell |
3,296
-284
| -8% | -$35.6K | 0.18% | 69 |
|
|
2016
Q1 | $450K | Buy |
3,580
+44
| +1% | +$5.26K | 0.2% | 68 |
|
|
2015
Q4 | $418K | Buy |
+3,536
| New | +$395K | 0.16% | 72 |
|
|
2015
Q3 | – | Sell |
-3,840
| Closed | -$365K | – | 85 |
|
|
2015
Q2 | $365K | Sell |
3,840
-1,392
| -27% | -$135K | 0.16% | 72 |
|
|
2015
Q1 | $510K | Buy |
5,232
+4
| +0.1% | +$380 | 0.21% | 66 |
|
|
2014
Q4 | $490K | Sell |
5,228
-279
| -5% | -$26.1K | 0.18% | 66 |
|
|
2014
Q3 | $522K | Sell |
5,507
-1,181
| -18% | -$113K | 0.22% | 64 |
|
|
2014
Q2 | $674K | Buy |
6,688
+268
| +4% | +$27.1K | 0.28% | 53 |
|
|
2014
Q1 | $629K | Sell |
6,420
-997
| -13% | -$95.3K | 0.28% | 54 |
|
|
2013
Q4 | $720K | Sell |
7,417
-407
| -5% | -$39.1K | 0.3% | 55 |
|
|
2013
Q3 | $753K | Sell |
7,824
-29
| -0.4% | -$2.83K | 0.35% | 49 |
|
|
2013
Q2 | $777K | Buy |
+7,853
| New | +$786K | 0.36% | 44 |
|
Other funds holding MCD
Meristem Family Wealth's MCD Position: Q1 2022 in Review
Meristem Family Wealth reduced its McDonald's (MCD) stake by 11% in Q1 2022, selling an estimated $199K and leaving 6,414 shares worth $1.59M. The position accounts for 0.17% of the portfolio, ranked #66.
Meristem Family Wealth first reported a position in MCD in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.93M in Q4 2021. 2,735 funds tracked by Wall St. Rank hold MCD as of Q1 2022.
- Meristem Family Wealth held 6,414 shares of McDonald's worth $1.59M as of Q1 2022.
- Meristem Family Wealth sold 797 McDonald's shares in Q1 2022, an estimated $199K.
- McDonald's made up 0.17% of Meristem Family Wealth's portfolio in Q1 2022, its #66 holding.
- Meristem Family Wealth first reported a position in McDonald's in Q2 2013 and has held it in 35 quarters since.
- Meristem Family Wealth's McDonald's position peaked at $1.93M in Q4 2021.
- 2,735 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.
Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.