Prio Wealth Limited Partnership’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 | $9.91M | Sell |
32,560
-3,510
| -10% | -$967K | 0.29% | 72 |
|
|
2024
Q2 | $9.19M | Sell |
36,070
-9,017
| -20% | -$2.39M | 0.27% | 72 |
|
|
2024
Q1 | $12.7M | Buy |
45,087
+7,210
| +19% | +$2.1M | 0.37% | 68 |
|
|
2023
Q4 | $11.2M | Buy |
37,877
+918
| +2% | +$250K | 0.39% | 65 |
|
|
2023
Q3 | $9.74M | Sell |
36,959
-476
| -1% | -$136K | 0.37% | 67 |
|
|
2023
Q2 | $11.2M | Sell |
37,435
-462
| -1% | -$134K | 0.4% | 64 |
|
|
2023
Q1 | $10.6M | Sell |
37,897
-1,373
| -3% | -$368K | 0.41% | 64 |
|
|
2022
Q4 | $10.3M | Buy |
39,270
+224
| +0.6% | +$59.1K | 0.41% | 65 |
|
|
2022
Q3 | $9.01M | Sell |
39,046
-1,576
| -4% | -$403K | 0.39% | 63 |
|
|
2022
Q2 | $10M | Sell |
40,622
-452
| -1% | -$111K | 0.4% | 66 |
|
|
2022
Q1 | $10.2M | Buy |
41,074
+2
| +0% | +$498 | 0.34% | 66 |
|
|
2021
Q4 | $11M | Sell |
41,072
-708
| -2% | -$179K | 0.34% | 67 |
|
|
2021
Q3 | $10.1M | Sell |
41,780
-579
| -1% | -$138K | 0.34% | 67 |
|
|
2021
Q2 | $9.79M | Sell |
42,359
-1,575
| -4% | -$367K | 0.33% | 69 |
|
|
2021
Q1 | $9.85M | Sell |
43,934
-1,808
| -4% | -$387K | 0.35% | 66 |
|
|
2020
Q4 | $9.81M | Sell |
45,742
-990
| -2% | -$215K | 0.37% | 66 |
|
|
2020
Q3 | $10.3M | Buy |
46,732
+775
| +2% | +$159K | 0.43% | 59 |
|
|
2020
Q2 | $8.48M | Sell |
45,957
-650
| -1% | -$119K | 0.39% | 64 |
|
|
2020
Q1 | $7.71M | Sell |
46,607
-439
| -0.9% | -$86.5K | 0.43% | 62 |
|
|
2019
Q4 | $9.3M | Buy |
47,046
+368
| +0.8% | +$73K | 0.39% | 66 |
|
|
2019
Q3 | $10M | Buy |
46,678
+221
| +0.5% | +$47.4K | 0.46% | 60 |
|
|
2019
Q2 | $9.65M | Sell |
46,457
-3,092
| -6% | -$612K | 0.44% | 62 |
|
|
2019
Q1 | $9.41M | Sell |
49,549
-1,380
| -3% | -$250K | 0.44% | 62 |
|
|
2018
Q4 | $9.04M | Sell |
50,929
-1,102
| -2% | -$195K | 0.48% | 58 |
|
|
2018
Q3 | $8.7M | Buy |
52,031
+2,174
| +4% | +$348K | 0.4% | 66 |
|
|
2018
Q2 | $7.81M | Sell |
49,857
-222
| -0.4% | -$36K | 0.39% | 69 |
|
|
2018
Q1 | $7.83M | Sell |
50,079
-4,843
| -9% | -$797K | 0.39% | 70 |
|
|
2017
Q4 | $9.45M | Sell |
54,922
-317
| -0.6% | -$53.2K | 0.44% | 62 |
|
|
2017
Q3 | $8.65M | Sell |
55,239
-1,606
| -3% | -$252K | 0.42% | 66 |
|
|
2017
Q2 | $8.71M | Sell |
56,845
-3,619
| -6% | -$523K | 0.43% | 65 |
|
|
2017
Q1 | $7.84M | Sell |
60,464
-5,464
| -8% | -$686K | 0.4% | 64 |
|
|
2016
Q4 | $8.02M | Sell |
65,928
-1,705
| -3% | -$200K | 0.43% | 62 |
|
|
2016
Q3 | $7.8M | Sell |
67,633
-400
| -0.6% | -$47.4K | 0.42% | 66 |
|
|
2016
Q2 | $8.19M | Sell |
68,033
-1,442
| -2% | -$181K | 0.45% | 65 |
|
|
2016
Q1 | $8.73M | Sell |
69,475
-1,257
| -2% | -$150K | 0.48% | 63 |
|
|
2015
Q4 | $8.36M | Sell |
70,732
-2,804
| -4% | -$314K | 0.46% | 63 |
|
|
2015
Q3 | $7.25M | Sell |
73,536
-11,828
| -14% | -$1.15M | 0.41% | 66 |
|
|
2015
Q2 | $8.12M | Sell |
85,364
-46,672
| -35% | -$4.51M | 0.42% | 67 |
|
|
2015
Q1 | $12.9M | Sell |
132,036
-88,273
| -40% | -$8.37M | 0.64% | 51 |
|
|
2014
Q4 | $20.6M | Sell |
220,309
-43,706
| -17% | -$4.09M | 1.03% | 31 |
|
|
2014
Q3 | $25M | Sell |
264,015
-15,601
| -6% | -$1.49M | 1.29% | 25 |
|
|
2014
Q2 | $28.2M | Sell |
279,616
-9,502
| -3% | -$959K | 1.42% | 21 |
|
|
2014
Q1 | $28.3M | Sell |
289,118
-16,020
| -5% | -$1.53M | 1.44% | 18 |
|
|
2013
Q4 | $29.6M | Buy |
305,138
+7,753
| +3% | +$745K | 1.5% | 16 |
|
|
2013
Q3 | $28.6M | Sell |
297,385
-5,677
| -2% | -$554K | 1.62% | 15 |
|
|
2013
Q2 | $30M | Buy |
+303,062
| New | +$30.3M | 1.8% | 10 |
|
Other funds holding MCD
Prio Wealth Limited Partnership's MCD Position: Q3 2024 in Review
Prio Wealth Limited Partnership reduced its McDonald's (MCD) stake by 9.7% in Q3 2024, selling an estimated $967K and leaving 32,560 shares worth $9.91M. The position accounts for 0.29% of the portfolio, ranked #72.
Prio Wealth Limited Partnership first reported a position in MCD in Q2 2013 and has held it in 46 quarters since. The position peaked at $30M in Q2 2013. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.
- Prio Wealth Limited Partnership held 32,560 shares of McDonald's worth $9.91M as of Q3 2024.
- Prio Wealth Limited Partnership sold 3,510 McDonald's shares in Q3 2024, an estimated $967K.
- McDonald's made up 0.29% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #72 holding.
- Prio Wealth Limited Partnership first reported a position in McDonald's in Q2 2013 and has held it in 46 quarters since.
- Prio Wealth Limited Partnership's McDonald's position peaked at $30M in Q2 2013.
- 3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.
Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.