Northwest Investment Counselors’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
Q3 | $4.73M | Buy |
15,522
+1,007
| +7% | +$278K | 1.07% | 23 |
|
|
2024
Q2 | $3.7M | Buy |
14,515
+753
| +5% | +$200K | 0.93% | 30 |
|
|
2024
Q1 | $3.88M | Sell |
13,762
-117
| -0.8% | -$34K | 0.95% | 31 |
|
|
2023
Q4 | $4.12M | Buy |
13,879
+7
| +0.1% | +$1.91K | 1.1% | 21 |
|
|
2023
Q3 | $3.65M | Sell |
13,872
-39
| -0.3% | -$11.1K | 1.02% | 25 |
|
|
2023
Q2 | $4.15M | Sell |
13,911
-389
| -3% | -$113K | 1.11% | 19 |
|
|
2023
Q1 | $4M | Sell |
14,300
-188
| -1% | -$50.4K | 1.11% | 20 |
|
|
2022
Q4 | $3.82M | Sell |
14,488
-37
| -0.3% | -$9.76K | 1.1% | 25 |
|
|
2022
Q3 | $3.35M | Sell |
14,525
-343
| -2% | -$87.7K | 1.1% | 23 |
|
|
2022
Q2 | $3.67M | Sell |
14,868
-274
| -2% | -$67.5K | 1.13% | 22 |
|
|
2022
Q1 | $3.74M | Sell |
15,142
-153
| -1% | -$38.1K | 0.99% | 26 |
|
|
2021
Q4 | $4.1M | Buy |
15,295
+17
| +0.1% | +$4.29K | 1.01% | 26 |
|
|
2021
Q3 | $3.68M | Sell |
15,278
-48
| -0.3% | -$11.5K | 1.03% | 29 |
|
|
2021
Q2 | $3.54M | Sell |
15,326
-48
| -0.3% | -$11.2K | 0.98% | 31 |
|
|
2021
Q1 | $3.45M | Sell |
15,374
-287
| -2% | -$61.4K | 0.98% | 32 |
|
|
2020
Q4 | $3.36M | Sell |
15,661
-33
| -0.2% | -$7.18K | 1.04% | 29 |
|
|
2020
Q3 | $3.44M | Buy |
15,694
+144
| +0.9% | +$29.6K | 1.18% | 19 |
|
|
2020
Q2 | $2.87M | Sell |
15,550
-71
| -0.5% | -$13K | 1.1% | 23 |
|
|
2020
Q1 | $2.58M | Buy |
15,621
+636
| +4% | +$125K | 1.16% | 22 |
|
|
2019
Q4 | $2.96M | Buy |
14,985
+1,737
| +13% | +$345K | 1.04% | 26 |
|
|
2019
Q3 | $2.85M | Sell |
13,248
-184
| -1% | -$39.4K | 1.01% | 27 |
|
|
2019
Q2 | $2.79M | Sell |
13,432
-707
| -5% | -$140K | 1.03% | 26 |
|
|
2019
Q1 | $2.69M | Buy |
14,139
+153
| +1% | +$27.8K | 1.04% | 28 |
|
|
2018
Q4 | $2.48M | Buy |
13,986
+160
| +1% | +$28.4K | 1.09% | 26 |
|
|
2018
Q3 | $2.31M | Buy |
13,826
+247
| +2% | +$39.6K | 0.89% | 34 |
|
|
2018
Q2 | $2.13M | Buy |
13,579
+439
| +3% | +$71.2K | 0.86% | 36 |
|
|
2018
Q1 | $2.06M | Sell |
13,140
-472
| -3% | -$77.7K | 0.86% | 37 |
|
|
2017
Q4 | $2.34M | Sell |
13,612
-314
| -2% | -$52.7K | 0.94% | 32 |
|
|
2017
Q3 | $2.18M | Buy |
13,926
+650
| +5% | +$102K | 0.94% | 31 |
|
|
2017
Q2 | $2.03M | Sell |
13,276
-217
| -2% | -$31.4K | 0.92% | 35 |
|
|
2017
Q1 | $1.75M | Sell |
13,493
-885
| -6% | -$111K | 0.84% | 45 |
|
|
2016
Q4 | $1.75M | Sell |
14,378
-234
| -2% | -$27.4K | 0.89% | 39 |
|
|
2016
Q3 | $1.69M | Buy |
14,612
+32
| +0.2% | +$3.79K | 0.87% | 40 |
|
|
2016
Q2 | $1.75M | Sell |
14,580
-227
| -2% | -$28.4K | 0.96% | 34 |
|
|
2016
Q1 | $1.86M | Sell |
14,807
-168
| -1% | -$20.1K | 1.06% | 29 |
|
|
2015
Q4 | $1.77M | Sell |
14,975
-84
| -0.6% | -$9.39K | 1.09% | 29 |
|
|
2015
Q3 | $1.48M | Sell |
15,059
-359
| -2% | -$35K | 1% | 33 |
|
|
2015
Q2 | $1.47M | Sell |
15,418
-25
| -0.2% | -$2.42K | 0.9% | 41 |
|
|
2015
Q1 | $1.5M | Buy |
15,443
+514
| +3% | +$48.8K | 0.93% | 39 |
|
|
2014
Q4 | $1.4M | Buy |
14,929
+929
| +7% | +$87K | 0.89% | 47 |
|
|
2014
Q3 | $1.33M | Buy |
+14,000
| New | +$1.34M | 0.89% | 51 |
|
Other funds holding MCD
Northwest Investment Counselors's MCD Position: Q3 2024 in Review
Northwest Investment Counselors increased its McDonald's (MCD) stake by 6.9% in Q3 2024, buying an estimated $278K and bringing the position to 15,522 shares worth $4.73M. The position accounts for 1.07% of the portfolio, ranked #23.
Northwest Investment Counselors first reported a position in MCD in Q3 2014 and has held it in 41 quarters since. 3,164 funds tracked by Wall St. Rank hold MCD as of Q3 2024.
- Northwest Investment Counselors held 15,522 shares of McDonald's worth $4.73M as of Q3 2024.
- Northwest Investment Counselors bought 1,007 McDonald's shares in Q3 2024, an estimated $278K.
- McDonald's made up 1.07% of Northwest Investment Counselors's portfolio in Q3 2024, its #23 holding.
- Northwest Investment Counselors first reported a position in McDonald's in Q3 2014 and has held it in 41 quarters since.
- 3,164 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.
Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.