Sutton Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.27M | Sell |
12,428
-125
| -1% | -$35.7K | 1.61% | 15 |
|
|
2023
Q2 | $3.75M | Sell |
12,553
-999
| -7% | -$290K | 1.82% | 14 |
|
|
2023
Q1 | $3.79M | Sell |
13,552
-994
| -7% | -$266K | 2.02% | 13 |
|
|
2022
Q4 | $3.83M | Sell |
14,546
-302
| -2% | -$79.7K | 1.46% | 16 |
|
|
2022
Q3 | $3.43M | Buy |
14,848
+272
| +2% | +$69.5K | 1.4% | 15 |
|
|
2022
Q2 | $3.6M | Buy |
14,576
+37
| +0.3% | +$9.11K | 1.43% | 15 |
|
|
2022
Q1 | $3.6M | Sell |
14,539
-1,151
| -7% | -$287K | 1.24% | 16 |
|
|
2021
Q4 | $4.21M | Sell |
15,690
-116
| -0.7% | -$29.3K | 1.4% | 15 |
|
|
2021
Q3 | $3.81M | Buy |
15,806
+11
| +0.1% | +$2.63K | 1.41% | 14 |
|
|
2021
Q2 | $3.65M | Sell |
15,795
-147
| -0.9% | -$34.2K | 1.33% | 15 |
|
|
2021
Q1 | $3.57M | Buy |
15,942
+24
| +0.2% | +$5.13K | 1.41% | 15 |
|
|
2020
Q4 | $3.42M | Sell |
15,918
-29
| -0.2% | -$6.31K | 1.45% | 15 |
|
|
2020
Q3 | $3.5M | Sell |
15,947
-1,067
| -6% | -$219K | 1.69% | 13 |
|
|
2020
Q2 | $3.14M | Sell |
17,014
-198
| -1% | -$36.3K | 1.64% | 14 |
|
|
2020
Q1 | $2.85M | Sell |
17,212
-87
| -0.5% | -$17.1K | 1.79% | 14 |
|
|
2019
Q4 | $3.42M | Sell |
17,299
-5
| -0% | -$992 | 1.75% | 12 |
|
|
2019
Q3 | $3.72M | Buy |
17,304
+13
| +0.1% | +$2.79K | 2.07% | 9 |
|
|
2019
Q2 | $3.59M | Buy |
17,291
+6
| +0% | +$1.19K | 2.06% | 9 |
|
|
2019
Q1 | $3.28M | Sell |
17,285
-568
| -3% | -$103K | 1.92% | 10 |
|
|
2018
Q4 | $3.17M | Buy |
17,853
+13,045
| +271% | +$2.31M | 2.04% | 10 |
|
|
2018
Q3 | $804K | Sell |
4,808
-331
| -6% | -$53K | 0.53% | 28 |
|
|
2018
Q2 | $805K | Buy |
5,139
+55
| +1% | +$8.92K | 0.56% | 27 |
|
|
2018
Q1 | $795K | Buy |
5,084
+600
| +13% | +$98.7K | 0.57% | 26 |
|
|
2017
Q4 | $772K | Sell |
4,484
-2
| -0% | -$336 | 0.57% | 27 |
|
|
2017
Q3 | $703K | Sell |
4,486
-43
| -0.9% | -$6.74K | 0.54% | 31 |
|
|
2017
Q2 | $694K | Buy |
4,529
+962
| +27% | +$139K | 0.55% | 29 |
|
|
2017
Q1 | $462K | Hold |
3,567
| – | – | 0.39% | 47 |
|
|
2016
Q4 | $434K | Hold |
3,567
| – | – | 0.39% | 45 |
|
|
2016
Q3 | $411K | Sell |
3,567
-318
| -8% | -$37.7K | 0.38% | 50 |
|
|
2016
Q2 | $468K | Sell |
3,885
-133
| -3% | -$16.7K | 0.44% | 42 |
|
|
2016
Q1 | $505K | Buy |
+4,018
| New | +$480K | 0.48% | 37 |
|
Other funds holding MCD
Sutton Wealth Advisors's MCD Position: Q3 2023 in Review
Sutton Wealth Advisors reduced its McDonald's (MCD) stake by 1% in Q3 2023, selling an estimated $35.7K and leaving 12,428 shares worth $3.27M. The position accounts for 1.61% of the portfolio, ranked #15.
Sutton Wealth Advisors first reported a position in MCD in Q1 2016 and has held it in 31 quarters since. The position peaked at $4.21M in Q4 2021. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.
- Sutton Wealth Advisors held 12,428 shares of McDonald's worth $3.27M as of Q3 2023.
- Sutton Wealth Advisors sold 125 McDonald's shares in Q3 2023, an estimated $35.7K.
- McDonald's made up 1.61% of Sutton Wealth Advisors's portfolio in Q3 2023, its #15 holding.
- Sutton Wealth Advisors first reported a position in McDonald's in Q1 2016 and has held it in 31 quarters since.
- Sutton Wealth Advisors's McDonald's position peaked at $4.21M in Q4 2021.
- 2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.
Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.