Reilly Financial Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $765K | Sell |
2,853
-73
| -2% | -$18.4K | 0.06% | 134 |
|
|
2021
Q3 | $705K | Sell |
2,926
-156
| -5% | -$37.2K | 0.06% | 131 |
|
|
2021
Q2 | $712K | Buy |
3,082
+985
| +47% | +$229K | 0.06% | 130 |
|
|
2021
Q1 | $470K | Sell |
2,097
-294
| -12% | -$62.9K | 0.04% | 141 |
|
|
2020
Q4 | $513K | Buy |
2,391
+296
| +14% | +$64.4K | 0.05% | 135 |
|
|
2020
Q3 | $460K | Sell |
2,095
-40
| -2% | -$8.21K | 0.05% | 132 |
|
|
2020
Q2 | $394K | Buy |
2,135
+382
| +22% | +$70K | 0.05% | 139 |
|
|
2020
Q1 | $290K | Buy |
1,753
+8
| +0.5% | +$1.58K | 0.04% | 146 |
|
|
2019
Q4 | $345K | Buy |
1,745
+200
| +13% | +$39.7K | 0.04% | 158 |
|
|
2019
Q3 | $332K | Buy |
1,545
+100
| +7% | +$21.4K | 0.04% | 158 |
|
|
2019
Q2 | $300K | Sell |
1,445
-7
| -0.5% | -$1.39K | 0.04% | 156 |
|
|
2019
Q1 | $276K | Sell |
1,452
-43
| -3% | -$7.8K | 0.04% | 151 |
|
|
2018
Q4 | $265K | Sell |
1,495
-333
| -18% | -$59.1K | 0.04% | 148 |
|
|
2018
Q3 | $306K | Buy |
1,828
+208
| +13% | +$33.3K | 0.04% | 149 |
|
|
2018
Q2 | $254K | Sell |
1,620
-125
| -7% | -$20.3K | 0.04% | 155 |
|
|
2018
Q1 | $273K | Buy |
1,745
+114
| +7% | +$18.8K | 0.04% | 144 |
|
|
2017
Q4 | $281K | Sell |
1,631
-574
| -26% | -$96.4K | 0.04% | 146 |
|
|
2017
Q3 | $345K | Sell |
2,205
-790
| -26% | -$124K | 0.05% | 122 |
|
|
2017
Q2 | $459K | Buy |
2,995
+700
| +31% | +$101K | 0.07% | 119 |
|
|
2017
Q1 | $297K | Buy |
2,295
+382
| +20% | +$47.9K | 0.05% | 126 |
|
|
2016
Q4 | $233K | Buy |
1,913
+524
| +38% | +$61.4K | 0.04% | 138 |
|
|
2016
Q3 | $160K | Sell |
1,389
-146
| -10% | -$17.3K | 0.03% | 155 |
|
|
2016
Q2 | $185K | Buy |
+1,535
| New | +$192K | 0.03% | 143 |
|
|
2015
Q4 | – | Sell |
-1,681
| Closed | -$188K | – | 1306 |
|
|
2015
Q3 | $166K | Buy |
1,681
+421
| +33% | +$41K | 0.03% | 191 |
|
|
2015
Q2 | $120K | Buy |
1,260
+23
| +2% | +$2.23K | 0.02% | 251 |
|
|
2015
Q1 | $121K | Sell |
1,237
-1,823
| -60% | -$173K | 0.02% | 239 |
|
|
2014
Q4 | $287K | Sell |
3,060
-4,372
| -59% | -$409K | 0.07% | 117 |
|
|
2014
Q3 | $705K | Buy |
7,432
+2,211
| +42% | +$211K | 0.17% | 60 |
|
|
2014
Q2 | $527K | Buy |
5,221
+1,308
| +33% | +$132K | 0.13% | 66 |
|
|
2014
Q1 | $384K | Sell |
3,913
-4,304
| -52% | -$412K | 0.09% | 81 |
|
|
2013
Q4 | $797K | Sell |
8,217
-62,873
| -88% | -$6.04M | 0.2% | 62 |
|
|
2013
Q3 | $6.77M | Buy |
71,090
+1,916
| +3% | +$187K | 1.88% | 25 |
|
|
2013
Q2 | $6.91M | Buy |
+69,174
| New | +$6.93M | 2.05% | 20 |
|
Other funds holding MCD
Reilly Financial Advisors's MCD Position: Q4 2021 in Review
Reilly Financial Advisors reduced its McDonald's (MCD) stake by 2.5% in Q4 2021, selling an estimated $18.4K and leaving 2,853 shares worth $765K. The position accounts for 0.06% of the portfolio, ranked #134.
Reilly Financial Advisors first reported a position in MCD in Q2 2013 and has held it in 33 quarters since. The position peaked at $6.91M in Q2 2013. 2,796 funds tracked by Wall St. Rank hold MCD as of Q4 2021.
- Reilly Financial Advisors held 2,853 shares of McDonald's worth $765K as of Q4 2021.
- Reilly Financial Advisors sold 73 McDonald's shares in Q4 2021, an estimated $18.4K.
- McDonald's made up 0.06% of Reilly Financial Advisors's portfolio in Q4 2021, its #134 holding.
- Reilly Financial Advisors first reported a position in McDonald's in Q2 2013 and has held it in 33 quarters since.
- Reilly Financial Advisors's McDonald's position peaked at $6.91M in Q2 2013.
- 2,796 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.