Morningstar Investment Services’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
Q4 | – | Sell |
-3,143
| Closed | -$954K | – | 291 |
|
|
2024
Q3 | $954K | Buy |
3,143
+1,007
| +47% | +$278K | 0.01% | 215 |
|
|
2024
Q2 | $551K | Buy |
2,136
+113
| +6% | +$30K | 0.01% | 238 |
|
|
2024
Q1 | $571K | Sell |
2,023
-1,008
| -33% | -$293K | 0.01% | 220 |
|
|
2023
Q4 | $897K | Buy |
3,031
+2,102
| +226% | +$572K | 0.01% | 234 |
|
|
2023
Q3 | $247K | Buy |
929
+21
| +2% | +$5.99K | ﹤0.01% | 255 |
|
|
2023
Q2 | $267K | Buy |
+908
| New | +$264K | ﹤0.01% | 229 |
|
|
2023
Q1 | – | Sell |
-1,237
| Closed | -$321K | – | 234 |
|
|
2022
Q4 | $321K | Sell |
1,237
-136
| -10% | -$35.9K | ﹤0.01% | 194 |
|
|
2022
Q3 | $358K | Buy |
1,373
+10
| +0.7% | +$2.56K | 0.01% | 184 |
|
|
2022
Q2 | $336K | Sell |
1,363
-44,137
| -97% | -$10.9M | ﹤0.01% | 190 |
|
|
2022
Q1 | $11.3M | Buy |
45,500
+835
| +2% | +$208K | 0.13% | 112 |
|
|
2021
Q4 | $12M | Sell |
44,665
-64
| -0.1% | -$16.2K | 0.13% | 113 |
|
|
2021
Q3 | $10.9M | Buy |
44,729
+156
| +0.3% | +$37.2K | 0.13% | 107 |
|
|
2021
Q2 | $10.3M | Sell |
44,573
-70,492
| -61% | -$16.4M | 0.12% | 109 |
|
|
2021
Q1 | $25.9M | Sell |
115,065
-7,169
| -6% | -$1.53M | 0.34% | 85 |
|
|
2020
Q4 | $26.2M | Sell |
122,234
-5,880
| -5% | -$1.28M | 0.36% | 74 |
|
|
2020
Q3 | $28M | Sell |
128,114
-4,033
| -3% | -$828K | 0.43% | 65 |
|
|
2020
Q2 | $24.2M | Sell |
132,147
-4,332
| -3% | -$794K | 0.4% | 73 |
|
|
2020
Q1 | $22.9M | Buy |
136,479
+135,357
| +12,064% | +$26.7M | 0.42% | 69 |
|
|
2019
Q4 | $222K | Buy |
1,122
+27
| +2% | +$5.36K | ﹤0.01% | 188 |
|
|
2019
Q3 | $235K | Buy |
1,095
+44
| +4% | +$9.43K | ﹤0.01% | 179 |
|
|
2019
Q2 | $218K | Buy |
+1,051
| New | +$208K | ﹤0.01% | 207 |
|
|
2018
Q1 | – | Sell |
-1,213
| Closed | -$209K | – | 207 |
|
|
2017
Q4 | $209K | Buy |
+1,213
| New | +$204K | ﹤0.01% | 194 |
|
|
2016
Q1 | – | Sell |
-26,877
| Closed | -$3.17M | – | 228 |
|
|
2015
Q4 | $3.17M | Sell |
26,877
-52,030
| -66% | -$5.82M | 0.13% | 123 |
|
|
2015
Q3 | $7.78M | Sell |
78,907
-6,214
| -7% | -$605K | 0.33% | 83 |
|
|
2015
Q2 | $8.09M | Sell |
85,121
-8,181
| -9% | -$791K | 0.34% | 84 |
|
|
2015
Q1 | $9.09M | Sell |
93,302
-163,350
| -64% | -$15.5M | 0.4% | 75 |
|
|
2014
Q4 | $24M | Buy |
256,652
+18,292
| +8% | +$1.71M | 1.13% | 20 |
|
|
2014
Q3 | $22.6M | Buy |
238,360
+6,004
| +3% | +$573K | 1.16% | 20 |
|
|
2014
Q2 | $23.4M | Buy |
232,356
+20,807
| +10% | +$2.1M | 1.36% | 18 |
|
|
2014
Q1 | $20.7M | Buy |
211,549
+39,591
| +23% | +$3.79M | 1.42% | 16 |
|
|
2013
Q4 | $16.7M | Buy |
171,958
+44,648
| +35% | +$4.29M | 1.26% | 18 |
|
|
2013
Q3 | $12.1M | Buy |
127,310
+48,369
| +61% | +$4.72M | 1.06% | 24 |
|
|
2013
Q2 | $7.82M | Buy |
+78,941
| New | +$7.91M | 0.81% | 34 |
|
Other funds holding MCD
Morningstar Investment Services's MCD Position: Q4 2024 in Review
Morningstar Investment Services sold out of McDonald's (MCD) in Q4 2024, closing a stake of 3,143 shares — an estimated $954K sold.
Morningstar Investment Services first reported a position in MCD in Q2 2013 and held it in 33 quarters. The position peaked at $28M in Q3 2020. 3,386 funds tracked by Wall St. Rank hold MCD as of Q4 2024.
- Morningstar Investment Services reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
- Morningstar Investment Services sold 3,143 McDonald's shares in Q4 2024, an estimated $954K.
- Morningstar Investment Services first reported a position in McDonald's in Q2 2013 and held it in 33 quarters.
- Morningstar Investment Services's McDonald's position peaked at $28M in Q3 2020.
- 3,386 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.
Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.