Telemus Capital’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 | $9.08M | Buy |
30,615
+1,885
| +7% | +$513K | 0.75% | 34 |
|
|
2023
Q3 | $7.57M | Sell |
28,730
-1,447
| -5% | -$413K | 0.7% | 35 |
|
|
2023
Q2 | $9.01M | Sell |
30,177
-140
| -0.5% | -$40.7K | 0.76% | 34 |
|
|
2023
Q1 | $8.48M | Sell |
30,317
-770
| -2% | -$206K | 0.75% | 33 |
|
|
2022
Q4 | $8.38M | Sell |
31,087
-103
| -0.3% | -$27.2K | 0.76% | 32 |
|
|
2022
Q3 | $7.2M | Sell |
31,190
-382
| -1% | -$97.6K | 0.74% | 34 |
|
|
2022
Q2 | $7.79M | Sell |
31,572
-721
| -2% | -$178K | 0.76% | 33 |
|
|
2022
Q1 | $7.99M | Sell |
32,293
-241
| -0.7% | -$60K | 0.7% | 43 |
|
|
2021
Q4 | $8.72M | Buy |
32,534
+158
| +0.5% | +$39.9K | 0.7% | 39 |
|
|
2021
Q3 | $7.81M | Buy |
32,376
+642
| +2% | +$153K | 0.66% | 40 |
|
|
2021
Q2 | $7.33M | Buy |
31,734
+17,634
| +125% | +$4.1M | 0.53% | 49 |
|
|
2021
Q1 | $3.23M | Sell |
14,100
-371
| -3% | -$79.3K | 0.22% | 92 |
|
|
2020
Q4 | $3.1M | Buy |
14,471
+20
| +0.1% | +$4.35K | 0.23% | 83 |
|
|
2020
Q3 | $3.31M | Sell |
14,451
-157
| -1% | -$32.2K | 0.24% | 82 |
|
|
2020
Q2 | $2.7M | Sell |
14,608
-184
| -1% | -$33.7K | 0.21% | 90 |
|
|
2020
Q1 | $2.76M | Sell |
14,792
-52
| -0.4% | -$10.2K | 0.23% | 87 |
|
|
2019
Q4 | $2.93M | Sell |
14,844
-616
| -4% | -$122K | 0.23% | 90 |
|
|
2019
Q3 | $3.32M | Buy |
15,460
+527
| +4% | +$113K | 0.27% | 84 |
|
|
2019
Q2 | $3.14M | Sell |
14,933
-10,763
| -42% | -$2.13M | 0.28% | 85 |
|
|
2019
Q1 | $4.88M | Sell |
25,696
-569
| -2% | -$103K | 0.37% | 63 |
|
|
2018
Q4 | $4.66M | Buy |
26,265
+399
| +2% | +$70.8K | 0.38% | 64 |
|
|
2018
Q3 | $4.33M | Sell |
25,866
-393
| -1% | -$63K | 0.32% | 64 |
|
|
2018
Q2 | $4.11M | Sell |
26,259
-159
| -0.6% | -$25.8K | 0.32% | 67 |
|
|
2018
Q1 | $4.13M | Sell |
26,418
-401
| -1% | -$66K | 0.33% | 68 |
|
|
2017
Q4 | $4.62M | Buy |
26,819
+21,718
| +426% | +$3.65M | 0.36% | 62 |
|
|
2017
Q3 | $799K | Sell |
5,101
-10,647
| -68% | -$1.67M | 0.09% | 157 |
|
|
2017
Q2 | $2.41M | Buy |
15,748
+42
| +0.3% | +$6.07K | 0.24% | 76 |
|
|
2017
Q1 | $2.04M | Buy |
15,706
+10,764
| +218% | +$1.35M | 0.21% | 78 |
|
|
2016
Q4 | $602K | Sell |
4,942
-10,545
| -68% | -$1.24M | 0.08% | 177 |
|
|
2016
Q3 | $1.79M | Sell |
15,487
-396
| -2% | -$46.9K | 0.2% | 96 |
|
|
2016
Q2 | $1.91M | Buy |
15,883
+9,951
| +168% | +$1.25M | 0.24% | 90 |
|
|
2016
Q1 | $745K | Buy |
+5,932
| New | +$709K | 0.12% | 153 |
|
|
2015
Q1 | – | Sell |
-2,846
| Closed | -$267K | – | 140 |
|
|
2014
Q4 | $267K | Sell |
2,846
-300
| -10% | -$28.1K | 0.06% | 114 |
|
|
2014
Q3 | $298K | Sell |
3,146
-9,501
| -75% | -$906K | 0.08% | 100 |
|
|
2014
Q2 | $1.27M | Sell |
12,647
-590
| -4% | -$59.6K | 0.33% | 63 |
|
|
2014
Q1 | $1.3M | Sell |
13,237
-401
| -3% | -$38.3K | 0.36% | 60 |
|
|
2013
Q4 | $1.32M | Sell |
13,638
-13,186
| -49% | -$1.27M | 0.38% | 58 |
|
|
2013
Q3 | $2.58M | Buy |
+26,824
| New | +$2.62M | 0.76% | 27 |
|
Other funds holding MCD
Telemus Capital's MCD Position: Q4 2023 in Review
Telemus Capital increased its McDonald's (MCD) stake by 6.6% in Q4 2023, buying an estimated $513K and bringing the position to 30,615 shares worth $9.08M. The position accounts for 0.75% of the portfolio, ranked #34.
Telemus Capital first reported a position in MCD in Q3 2013 and has held it in 38 quarters since. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.
- Telemus Capital held 30,615 shares of McDonald's worth $9.08M as of Q4 2023.
- Telemus Capital bought 1,885 McDonald's shares in Q4 2023, an estimated $513K.
- McDonald's made up 0.75% of Telemus Capital's portfolio in Q4 2023, its #34 holding.
- Telemus Capital first reported a position in McDonald's in Q3 2013 and has held it in 38 quarters since.
- 3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.
Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.