Simplicity Solutions’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7.18M | Buy |
24,207
+493
| +2% | +$134K | 0.2% | 89 |
|
|
2023
Q3 | $6.25M | Sell |
23,714
-4,199
| -15% | -$1.2M | 0.2% | 96 |
|
|
2023
Q2 | $8.33M | Sell |
27,913
-1,503
| -5% | -$437K | 0.23% | 86 |
|
|
2023
Q1 | $8.22M | Buy |
29,416
+20,866
| +244% | +$5.59M | 0.22% | 92 |
|
|
2022
Q4 | $2.25M | Buy |
8,550
+895
| +12% | +$236K | 0.31% | 67 |
|
|
2022
Q3 | $1.77M | Buy |
7,655
+1,476
| +24% | +$377K | 0.26% | 83 |
|
|
2022
Q2 | $1.53M | Buy |
6,179
+1,219
| +25% | +$300K | 0.2% | 122 |
|
|
2022
Q1 | $1.23M | Sell |
4,960
-5,008
| -50% | -$1.25M | 0.15% | 144 |
|
|
2021
Q4 | $2.67M | Buy |
9,968
+5,408
| +119% | +$1.37M | 0.3% | 80 |
|
|
2021
Q3 | $1.1M | Sell |
4,560
-73
| -2% | -$17.4K | 0.17% | 132 |
|
|
2021
Q2 | $1.07M | Buy |
4,633
+1,564
| +51% | +$364K | 0.21% | 105 |
|
|
2021
Q1 | $688K | Sell |
3,069
-30,073
| -91% | -$6.43M | 0.15% | 152 |
|
|
2020
Q4 | $7.11M | Buy |
33,142
+793
| +2% | +$172K | 0.11% | 182 |
|
|
2020
Q3 | $7.1M | Buy |
32,349
+2,107
| +7% | +$433K | 0.13% | 142 |
|
|
2020
Q2 | $5.58M | Buy |
30,242
+21,711
| +254% | +$3.98M | 0.11% | 169 |
|
|
2020
Q1 | $1.41M | Buy |
8,531
+1,467
| +21% | +$289K | 0.04% | 274 |
|
|
2019
Q4 | $1.4M | Buy |
7,064
+1,966
| +39% | +$390K | 0.04% | 309 |
|
|
2019
Q3 | $1.09M | Buy |
5,098
+836
| +20% | +$179K | 0.04% | 275 |
|
|
2019
Q2 | $885K | Sell |
4,262
-29,729
| -87% | -$5.89M | 0.04% | 279 |
|
|
2019
Q1 | $6.46M | Buy |
33,991
+1,670
| +5% | +$303K | 0.39% | 57 |
|
|
2018
Q4 | $5.74M | Buy |
32,321
+27,664
| +594% | +$4.91M | 0.74% | 26 |
|
|
2018
Q3 | $779K | Buy |
4,657
+911
| +24% | +$146K | 0.04% | 197 |
|
|
2018
Q2 | $587K | Buy |
3,746
+1,979
| +112% | +$321K | 0.04% | 225 |
|
|
2018
Q1 | $276K | Sell |
1,767
-1,174
| -40% | -$193K | 0.02% | 294 |
|
|
2017
Q4 | $507K | Buy |
+2,941
| New | +$494K | 0.05% | 215 |
|
|
2017
Q3 | – | Sell |
-6,309
| Closed | -$966K | – | 311 |
|
|
2017
Q2 | $966K | Sell |
6,309
-3,697
| -37% | -$534K | 0.11% | 154 |
|
|
2017
Q1 | $1.3M | Buy |
10,006
+2,372
| +31% | +$298K | 0.2% | 105 |
|
|
2016
Q4 | $929K | Buy |
7,634
+5,358
| +235% | +$628K | 0.21% | 103 |
|
|
2016
Q3 | $263K | Buy |
+2,276
| New | +$270K | 0.13% | 203 |
|
|
2016
Q1 | – | Sell |
-16,460
| Closed | -$1.95M | – | 374 |
|
|
2015
Q4 | $1.95M | Buy |
+16,460
| New | +$1.84M | 0.23% | 120 |
|
Other funds holding MCD
Simplicity Solutions's MCD Position: Q4 2023 in Review
Simplicity Solutions increased its McDonald's (MCD) stake by 2.1% in Q4 2023, buying an estimated $134K and bringing the position to 24,207 shares worth $7.18M. The position accounts for 0.2% of the portfolio, ranked #89.
Simplicity Solutions first reported a position in MCD in Q4 2015 and has held it in 30 quarters since. The position peaked at $8.33M in Q2 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.
- Simplicity Solutions held 24,207 shares of McDonald's worth $7.18M as of Q4 2023.
- Simplicity Solutions bought 493 McDonald's shares in Q4 2023, an estimated $134K.
- McDonald's made up 0.2% of Simplicity Solutions's portfolio in Q4 2023, its #89 holding.
- Simplicity Solutions first reported a position in McDonald's in Q4 2015 and has held it in 30 quarters since.
- Simplicity Solutions's McDonald's position peaked at $8.33M in Q2 2023.
- 3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.
Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.