Tarbox Family Office’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-353
| Closed | -$87K | – | 627 |
|
|
2022
Q1 | $87K | Sell |
353
-116
| -25% | -$28.9K | 0.02% | 134 |
|
|
2021
Q4 | $126K | Buy |
469
+3
| +0.6% | +$757 | 0.02% | 145 |
|
|
2021
Q3 | $112K | Sell |
466
-2
| -0.4% | -$477 | 0.02% | 169 |
|
|
2021
Q2 | $108K | Sell |
468
-2
| -0.4% | -$465 | 0.02% | 176 |
|
|
2021
Q1 | $105K | Sell |
470
-3
| -0.6% | -$642 | 0.02% | 150 |
|
|
2020
Q4 | $101K | Buy |
473
+22
| +5% | +$4.78K | 0.02% | 151 |
|
|
2020
Q3 | $99K | Buy |
451
+28
| +7% | +$5.75K | 0.02% | 144 |
|
|
2020
Q2 | $78K | Buy |
423
+31
| +8% | +$5.68K | 0.02% | 154 |
|
|
2020
Q1 | $65K | Sell |
392
-34
| -8% | -$6.7K | 0.02% | 152 |
|
|
2019
Q4 | $84K | Buy |
426
+7
| +2% | +$1.39K | 0.02% | 145 |
|
|
2019
Q3 | $90K | Hold |
419
| – | – | 0.03% | 126 |
|
|
2019
Q2 | $87K | Buy |
419
+109
| +35% | +$21.6K | 0.03% | 134 |
|
|
2019
Q1 | $59K | Hold |
310
| – | – | 0.02% | 138 |
|
|
2018
Q4 | $55K | Hold |
310
| – | – | 0.02% | 138 |
|
|
2018
Q3 | $52K | Hold |
310
| – | – | 0.02% | 156 |
|
|
2018
Q2 | $49K | Hold |
310
| – | – | 0.02% | 155 |
|
|
2018
Q1 | $48K | Sell |
310
-328
| -51% | -$54K | 0.02% | 160 |
|
|
2017
Q4 | $110K | Buy |
638
+328
| +106% | +$55.1K | 0.04% | 119 |
|
|
2017
Q3 | $49K | Buy |
310
+31
| +11% | +$4.86K | 0.02% | 159 |
|
|
2017
Q2 | $43K | Hold |
279
| – | – | 0.02% | 156 |
|
|
2017
Q1 | $36K | Hold |
279
| – | – | 0.02% | 158 |
|
|
2016
Q4 | $34K | Hold |
279
| – | – | 0.02% | 135 |
|
|
2016
Q3 | $32K | Hold |
279
| – | – | 0.02% | 132 |
|
|
2016
Q2 | $34K | Hold |
279
| – | – | 0.02% | 127 |
|
|
2016
Q1 | $35K | Buy |
279
+22
| +9% | +$2.63K | 0.03% | 129 |
|
|
2015
Q4 | $30K | Hold |
257
| – | – | 0.02% | 124 |
|
|
2015
Q3 | $25K | Buy |
257
+15
| +6% | +$1.46K | 0.02% | 132 |
|
|
2015
Q2 | $23K | Hold |
242
| – | – | 0.02% | 141 |
|
|
2015
Q1 | $24K | Hold |
242
| – | – | 0.02% | 140 |
|
|
2014
Q4 | $23K | Sell |
242
-33
| -12% | -$3.09K | 0.02% | 149 |
|
|
2014
Q3 | $26K | Buy |
275
+31
| +13% | +$2.96K | 0.02% | 140 |
|
|
2014
Q2 | $24K | Sell |
244
-12
| -5% | -$1.21K | 0.02% | 143 |
|
|
2014
Q1 | $24K | Sell |
256
-131
| -34% | -$12.5K | 0.02% | 158 |
|
|
2013
Q4 | $38K | Buy |
+387
| New | +$37.2K | 0.03% | 147 |
|
Other funds holding MCD
Tarbox Family Office's MCD Position: Q2 2022 in Review
Tarbox Family Office sold out of McDonald's (MCD) in Q2 2022, closing a stake of 353 shares — an estimated $87K sold.
Tarbox Family Office first reported a position in MCD in Q4 2013 and held it in 34 quarters. The position peaked at $126K in Q4 2021. 2,718 funds tracked by Wall St. Rank hold MCD as of Q2 2022.
- Tarbox Family Office reported no remaining McDonald's position as of Q2 2022 after selling out during the quarter.
- Tarbox Family Office sold 353 McDonald's shares in Q2 2022, an estimated $87K.
- Tarbox Family Office first reported a position in McDonald's in Q4 2013 and held it in 34 quarters.
- Tarbox Family Office's McDonald's position peaked at $126K in Q4 2021.
- 2,718 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.
Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.