Security National Trust’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
Q3 | $2.02M | Hold |
8,722
| – | – | 0.47% | 67 |
|
|
2021
Q2 | $2.02M | Sell |
8,722
-165
| -2% | -$38.4K | 0.45% | 69 |
|
|
2021
Q1 | $1.99M | Buy |
8,887
+568
| +7% | +$121K | 0.47% | 67 |
|
|
2020
Q4 | $1.78M | Sell |
8,319
-71
| -0.8% | -$15.4K | 0.44% | 67 |
|
|
2020
Q3 | $1.84M | Buy |
8,390
+252
| +3% | +$51.7K | 0.52% | 64 |
|
|
2020
Q2 | $1.5M | Buy |
8,138
+625
| +8% | +$115K | 0.45% | 68 |
|
|
2020
Q1 | $1.24M | Buy |
7,513
+277
| +4% | +$54.6K | 0.45% | 66 |
|
|
2019
Q4 | $1.43M | Buy |
7,236
+52
| +0.7% | +$10.3K | 0.42% | 71 |
|
|
2019
Q3 | $1.54M | Sell |
7,184
-55
| -0.8% | -$11.8K | 0.48% | 64 |
|
|
2019
Q2 | $1.5M | Sell |
7,239
-113
| -2% | -$22.4K | 0.47% | 64 |
|
|
2019
Q1 | $1.4M | Buy |
7,352
+1,125
| +18% | +$204K | 0.45% | 68 |
|
|
2018
Q4 | $1.11M | Buy |
6,227
+210
| +3% | +$37.2K | 0.41% | 68 |
|
|
2018
Q3 | $1.01M | Sell |
6,017
-195
| -3% | -$31.3K | 0.32% | 79 |
|
|
2018
Q2 | $973K | Sell |
6,212
-137
| -2% | -$22.2K | 0.32% | 78 |
|
|
2018
Q1 | $993K | Buy |
6,349
+175
| +3% | +$28.8K | 0.33% | 81 |
|
|
2017
Q4 | $1.06M | Buy |
6,174
+215
| +4% | +$36.1K | 0.34% | 78 |
|
|
2017
Q3 | $933K | Sell |
5,959
-30
| -0.5% | -$4.7K | 0.31% | 82 |
|
|
2017
Q2 | $917K | Buy |
5,989
+100
| +2% | +$14.5K | 0.31% | 84 |
|
|
2017
Q1 | $764K | Buy |
5,889
+477
| +9% | +$59.9K | 0.26% | 88 |
|
|
2016
Q4 | $659K | Buy |
5,412
+2,407
| +80% | +$282K | 0.24% | 94 |
|
|
2016
Q3 | $347K | Buy |
3,005
+270
| +10% | +$32K | 0.13% | 130 |
|
|
2016
Q2 | $329K | Sell |
2,735
-185
| -6% | -$23.2K | 0.12% | 130 |
|
|
2016
Q1 | $367K | Sell |
2,920
-50
| -2% | -$5.97K | 0.14% | 122 |
|
|
2015
Q4 | $351K | Hold |
2,970
| – | – | 0.14% | 124 |
|
|
2015
Q3 | $292K | Buy |
2,970
+25
| +0.8% | +$2.44K | 0.11% | 144 |
|
|
2015
Q2 | $280K | Sell |
2,945
-430
| -13% | -$41.6K | 0.1% | 161 |
|
|
2015
Q1 | $329K | Buy |
3,375
+80
| +2% | +$7.59K | 0.12% | 144 |
|
|
2014
Q4 | $309K | Sell |
3,295
-299
| -8% | -$28K | 0.11% | 144 |
|
|
2014
Q3 | $340K | Hold |
3,594
| – | – | 0.14% | 127 |
|
|
2014
Q2 | $362K | Sell |
3,594
-180
| -5% | -$18.2K | 0.14% | 126 |
|
|
2014
Q1 | $370K | Buy |
3,774
+100
| +3% | +$9.56K | 0.15% | 122 |
|
|
2013
Q4 | $356K | Buy |
3,674
+405
| +12% | +$38.9K | 0.15% | 120 |
|
|
2013
Q3 | $314K | Buy |
3,269
+299
| +10% | +$29.2K | 0.14% | 123 |
|
|
2013
Q2 | $294K | Buy |
+2,970
| New | +$297K | 0.14% | 121 |
|
Other funds holding MCD
Security National Trust's MCD Position: Q3 2021 in Review
Security National Trust held its McDonald's (MCD) position steady in Q3 2021 at 8,722 shares worth $2.02M. The position accounts for 0.47% of the portfolio, ranked #67.
Security National Trust first reported a position in MCD in Q2 2013 and has held it in 34 quarters since. 2,518 funds tracked by Wall St. Rank hold MCD as of Q3 2021.
- Security National Trust held 8,722 shares of McDonald's worth $2.02M as of Q3 2021.
- Security National Trust left its McDonald's share count unchanged in Q3 2021.
- McDonald's made up 0.47% of Security National Trust's portfolio in Q3 2021, its #67 holding.
- Security National Trust first reported a position in McDonald's in Q2 2013 and has held it in 34 quarters since.
- 2,518 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.
Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.