Private Portfolio Partners’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
$508K Buy
1,753
+1
+0.1% +$298 0.09% 165
2024
Q3
$534K Buy
+1,752
New +$483K 0.1% 156
2024
Q2
Sell
-1,904
Closed -$537K 189
2024
Q1
$537K Sell
1,904
-15
-0.8% -$4.36K 0.11% 148
2023
Q4
$569K Sell
1,919
-37
-2% -$10.1K 0.13% 133
2023
Q3
$515K Buy
1,956
+1
+0.1% +$285 0.13% 127
2023
Q2
$583K Sell
1,955
-66
-3% -$19.2K 0.15% 111
2023
Q1
$565K Sell
2,021
-131
-6% -$35.1K 0.15% 110
2022
Q4
$567K Sell
2,152
-430
-17% -$113K 0.15% 119
2022
Q3
$596K Sell
2,582
-162
-6% -$41.4K 0.17% 112
2022
Q2
$678K Sell
2,744
-38
-1% -$9.36K 0.19% 100
2022
Q1
$688K Sell
2,782
-78
-3% -$19.4K 0.17% 118
2021
Q4
$767K Buy
2,860
+65
+2% +$16.4K 0.2% 110
2021
Q3
$674K Sell
2,795
-497
-15% -$119K 0.19% 108
2021
Q2
$760K Buy
3,292
+317
+11% +$73.8K 0.22% 97
2021
Q1
$667K Buy
2,975
+96
+3% +$20.5K 0.22% 97
2020
Q4
$618K Sell
2,879
-164
-5% -$35.7K 0.22% 96
2020
Q3
$668K Sell
3,043
-39
-1% -$8.01K 0.27% 85
2020
Q2
$569K Sell
3,082
-154
-5% -$28.2K 0.26% 89
2020
Q1
$536K Buy
3,236
+120
+4% +$23.6K 0.28% 90
2019
Q4
$616K Sell
3,116
-161
-5% -$31.9K 0.27% 95
2019
Q3
$704K Sell
3,277
-366
-10% -$78.5K 0.33% 77
2019
Q2
$756K Buy
3,643
+337
+10% +$66.8K 0.32% 82
2019
Q1
$628K Sell
3,306
-38
-1% -$6.9K 0.33% 78
2018
Q4
$594K Buy
+3,344
New +$593K 0.37% 74

Other funds holding MCD

Private Portfolio Partners's MCD Position: Q4 2024 in Review

Private Portfolio Partners increased its McDonald's (MCD) stake by 0.06% in Q4 2024, buying an estimated $298 and bringing the position to 1,753 shares worth $508K. The position accounts for 0.09% of the portfolio, ranked #165.

Private Portfolio Partners first reported a position in MCD in Q4 2018 and has held it in 24 quarters since. The position peaked at $767K in Q4 2021. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Private Portfolio Partners held 1,753 shares of McDonald's worth $508K as of Q4 2024.
  • Private Portfolio Partners bought 1 McDonald's share in Q4 2024, an estimated $298.
  • McDonald's made up 0.09% of Private Portfolio Partners's portfolio in Q4 2024, its #165 holding.
  • Private Portfolio Partners first reported a position in McDonald's in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's McDonald's position peaked at $767K in Q4 2021.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.