San Francisco Sentry Investment Group’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
Q2 | $753K | Buy |
3,261
+92
| +3% | +$21.4K | 0.39% | 69 |
|
|
2021
Q1 | $710K | Buy |
3,169
+220
| +7% | +$47.1K | 0.3% | 94 |
|
|
2020
Q4 | $633K | Sell |
2,949
-75
| -2% | -$16.3K | 0.3% | 94 |
|
|
2020
Q3 | $664K | Sell |
3,024
-15
| -0.5% | -$3.08K | 0.34% | 78 |
|
|
2020
Q2 | $561K | Sell |
3,039
-54
| -2% | -$9.9K | 0.3% | 88 |
|
|
2020
Q1 | $512K | Sell |
3,093
-690
| -18% | -$136K | 0.32% | 77 |
|
|
2019
Q4 | $747K | Buy |
3,783
+265
| +8% | +$52.6K | 0.34% | 75 |
|
|
2019
Q3 | $755K | Sell |
3,518
-8
| -0.2% | -$1.72K | 0.35% | 66 |
|
|
2019
Q2 | $732K | Buy |
3,526
+25
| +0.7% | +$4.95K | 0.34% | 74 |
|
|
2019
Q1 | $664K | Buy |
3,501
+81
| +2% | +$14.7K | 0.29% | 89 |
|
|
2018
Q4 | $607K | Buy |
3,420
+184
| +6% | +$32.6K | 0.29% | 75 |
|
|
2018
Q3 | $541K | Buy |
3,236
+341
| +12% | +$54.6K | 0.2% | 108 |
|
|
2018
Q2 | $453K | Sell |
2,895
-2,744
| -49% | -$445K | 0.19% | 107 |
|
|
2018
Q1 | $882K | Buy |
5,639
+328
| +6% | +$54K | 0.25% | 81 |
|
|
2017
Q4 | $914K | Sell |
5,311
-193
| -4% | -$32.4K | 0.27% | 80 |
|
|
2017
Q3 | $863K | Buy |
5,504
+2,027
| +58% | +$318K | 0.29% | 84 |
|
|
2017
Q2 | $533K | Buy |
3,477
+105
| +3% | +$15.2K | 0.19% | 110 |
|
|
2017
Q1 | $437K | Sell |
3,372
-425
| -11% | -$53.3K | 0.24% | 107 |
|
|
2016
Q4 | $462K | Buy |
3,797
+9
| +0.2% | +$1.05K | 0.27% | 92 |
|
|
2016
Q3 | $437K | Sell |
3,788
-1
| -0% | -$118 | 0.26% | 99 |
|
|
2016
Q2 | $456K | Sell |
3,789
-625
| -14% | -$78.3K | 0.28% | 97 |
|
|
2016
Q1 | $554K | Buy |
4,414
+248
| +6% | +$29.6K | 0.33% | 84 |
|
|
2015
Q4 | $492K | Buy |
4,166
+441
| +12% | +$49.3K | 0.31% | 87 |
|
|
2015
Q3 | $367K | Sell |
3,725
-314
| -8% | -$30.6K | 0.26% | 106 |
|
|
2015
Q2 | $384K | Sell |
4,039
-315
| -7% | -$30.5K | 0.23% | 109 |
|
|
2015
Q1 | $424K | Sell |
4,354
-4,110
| -49% | -$390K | 0.25% | 102 |
|
|
2014
Q4 | $793K | Sell |
8,464
-115
| -1% | -$10.8K | 0.46% | 60 |
|
|
2014
Q3 | $813K | Sell |
8,579
-7,450
| -46% | -$711K | 0.41% | 58 |
|
|
2014
Q2 | $1.61M | Sell |
16,029
-1,355
| -8% | -$137K | 0.77% | 27 |
|
|
2014
Q1 | $1.7M | Sell |
17,384
-2,381
| -12% | -$228K | 0.55% | 40 |
|
|
2013
Q4 | $1.92M | Sell |
19,765
-2,373
| -11% | -$228K | 0.66% | 38 |
|
|
2013
Q3 | $2.13M | Buy |
22,138
+253
| +1% | +$24.7K | 0.8% | 32 |
|
|
2013
Q2 | $2.17M | Buy |
+21,885
| New | +$2.19M | 0.78% | 29 |
|
Other funds holding MCD
San Francisco Sentry Investment Group's MCD Position: Q2 2021 in Review
San Francisco Sentry Investment Group increased its McDonald's (MCD) stake by 2.9% in Q2 2021, buying an estimated $21.4K and bringing the position to 3,261 shares worth $753K. The position accounts for 0.39% of the portfolio, ranked #69.
San Francisco Sentry Investment Group first reported a position in MCD in Q2 2013 and has held it in 33 quarters since. The position peaked at $2.17M in Q2 2013. 2,526 funds tracked by Wall St. Rank hold MCD as of Q2 2021.
- San Francisco Sentry Investment Group held 3,261 shares of McDonald's worth $753K as of Q2 2021.
- San Francisco Sentry Investment Group bought 92 McDonald's shares in Q2 2021, an estimated $21.4K.
- McDonald's made up 0.39% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #69 holding.
- San Francisco Sentry Investment Group first reported a position in McDonald's in Q2 2013 and has held it in 33 quarters since.
- San Francisco Sentry Investment Group's McDonald's position peaked at $2.17M in Q2 2013.
- 2,526 funds tracked by Wall St. Rank held McDonald's as of Q2 2021.
Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.