Robert Olstein’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
Q1 | – | Sell |
-4,000
| Closed | -$1.19M | – | 99 |
|
|
2023
Q4 | $1.19M | Sell |
4,000
-6,000
| -60% | -$1.63M | 0.2% | 94 |
|
|
2023
Q3 | $2.63M | Hold |
10,000
| – | – | 0.45% | 85 |
|
|
2023
Q2 | $2.98M | Hold |
10,000
| – | – | 0.48% | 84 |
|
|
2023
Q1 | $2.8M | Hold |
10,000
| – | – | 0.44% | 88 |
|
|
2022
Q4 | $2.64M | Sell |
10,000
-5,000
| -33% | -$1.32M | 0.41% | 88 |
|
|
2022
Q3 | $3.46M | Hold |
15,000
| – | – | 0.58% | 76 |
|
|
2022
Q2 | $3.7M | Hold |
15,000
| – | – | 0.55% | 78 |
|
|
2022
Q1 | $3.71M | Sell |
15,000
-2,000
| -12% | -$498K | 0.46% | 83 |
|
|
2021
Q4 | $4.56M | Sell |
17,000
-7,000
| -29% | -$1.77M | 0.54% | 76 |
|
|
2021
Q3 | $5.79M | Hold |
24,000
| – | – | 0.71% | 67 |
|
|
2021
Q2 | $5.54M | Sell |
24,000
-1,000
| -4% | -$233K | 0.7% | 69 |
|
|
2021
Q1 | $5.6M | Hold |
25,000
| – | – | 0.78% | 66 |
|
|
2020
Q4 | $5.36M | Sell |
25,000
-1,000
| -4% | -$217K | 0.86% | 57 |
|
|
2020
Q3 | $5.71M | Sell |
26,000
-5,000
| -16% | -$1.03M | 1.03% | 43 |
|
|
2020
Q2 | $5.72M | Hold |
31,000
| – | – | 1.07% | 42 |
|
|
2020
Q1 | $5.13M | Buy |
31,000
+4,000
| +15% | +$788K | 1.12% | 38 |
|
|
2019
Q4 | $5.34M | Buy |
27,000
+8,000
| +42% | +$1.59M | 0.83% | 61 |
|
|
2019
Q3 | $4.08M | Sell |
19,000
-6,000
| -24% | -$1.29M | 0.64% | 84 |
|
|
2019
Q2 | $5.19M | Sell |
25,000
-1,000
| -4% | -$198K | 0.84% | 57 |
|
|
2019
Q1 | $4.94M | Hold |
26,000
| – | – | 0.81% | 58 |
|
|
2018
Q4 | $4.62M | Hold |
26,000
| – | – | 0.75% | 68 |
|
|
2018
Q3 | $4.35M | Buy |
+26,000
| New | +$4.17M | 0.58% | 84 |
|
|
2014
Q4 | – | Sell |
-33,000
| Closed | -$3.13M | – | 124 |
|
|
2014
Q3 | $3.13M | Hold |
33,000
| – | – | 0.41% | 104 |
|
|
2014
Q2 | $3.32M | Sell |
33,000
-5,000
| -13% | -$505K | 0.45% | 98 |
|
|
2014
Q1 | $3.72M | Hold |
38,000
| – | – | 0.51% | 92 |
|
|
2013
Q4 | $3.69M | Sell |
38,000
-4,000
| -10% | -$384K | 0.53% | 87 |
|
|
2013
Q3 | $4.04M | Hold |
42,000
| – | – | 0.62% | 92 |
|
|
2013
Q2 | $4.16M | Buy |
+42,000
| New | +$4.21M | 0.67% | 85 |
|
Other funds holding MCD
Robert Olstein's MCD Position: Q1 2024 in Review
Robert Olstein sold out of McDonald's (MCD) in Q1 2024, closing a stake of 4,000 shares — an estimated $1.19M sold.
Robert Olstein first reported a position in MCD in Q2 2013 and held it in 28 quarters. The position peaked at $5.79M in Q3 2021. 3,172 funds tracked by Wall St. Rank hold MCD as of Q1 2024.
- Robert Olstein reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
- Robert Olstein sold 4,000 McDonald's shares in Q1 2024, an estimated $1.19M.
- Robert Olstein first reported a position in McDonald's in Q2 2013 and held it in 28 quarters.
- Robert Olstein's McDonald's position peaked at $5.79M in Q3 2021.
- 3,172 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.
Based on Olstein Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.