V 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 | $522K | Sell |
1,980
-4,283
| -68% | -$1.22M | 0.42% | 53 |
|
|
2023
Q2 | $1.87M | Buy |
6,263
+198
| +3% | +$57.5K | 0.31% | 69 |
|
|
2023
Q1 | $1.7M | Buy |
6,065
+236
| +4% | +$63.2K | 0.32% | 69 |
|
|
2022
Q4 | $1.54M | Sell |
5,829
-5,286
| -48% | -$1.39M | 0.32% | 71 |
|
|
2022
Q3 | $2.56M | Buy |
11,115
+2,566
| +30% | +$656K | 0.51% | 35 |
|
|
2022
Q2 | $2.11M | Buy |
8,549
+885
| +12% | +$218K | 0.4% | 49 |
|
|
2022
Q1 | $1.9M | Buy |
7,664
+452
| +6% | +$113K | 0.3% | 72 |
|
|
2021
Q4 | $1.93M | Buy |
7,212
+298
| +4% | +$75.2K | 0.28% | 77 |
|
|
2021
Q3 | $1.67M | Sell |
6,914
-120
| -2% | -$28.6K | 0.26% | 89 |
|
|
2021
Q2 | $1.62M | Buy |
7,034
+211
| +3% | +$49.1K | 0.26% | 93 |
|
|
2021
Q1 | $1.53M | Sell |
6,823
-756
| -10% | -$162K | 0.28% | 88 |
|
|
2020
Q4 | $1.63M | Buy |
7,579
+5,033
| +198% | +$1.09M | 0.34% | 69 |
|
|
2020
Q3 | $559K | Sell |
2,546
-3,906
| -61% | -$802K | 0.39% | 71 |
|
|
2020
Q2 | $1.19M | Buy |
6,452
+194
| +3% | +$35.6K | 0.31% | 78 |
|
|
2020
Q1 | $1.03M | Buy |
6,258
+2,395
| +62% | +$472K | 0.32% | 74 |
|
|
2019
Q4 | $829K | Hold |
3,863
| – | – | 0.3% | 89 |
|
|
2019
Q3 | $829K | Buy |
3,863
+221
| +6% | +$47.4K | 0.3% | 89 |
|
|
2019
Q2 | $758K | Buy |
3,642
+133
| +4% | +$26.3K | 0.29% | 94 |
|
|
2019
Q1 | $699K | Buy |
3,509
+479
| +16% | +$86.9K | 0.28% | 91 |
|
|
2018
Q4 | $546K | Buy |
3,030
+316
| +12% | +$56K | 0.28% | 92 |
|
|
2018
Q3 | $459K | Sell |
2,714
-151
| -5% | -$24.2K | 0.21% | 122 |
|
|
2018
Q2 | $460K | Hold |
2,865
| – | – | 0.26% | 104 |
|
|
2018
Q1 | $457K | Buy |
2,865
+20
| +0.7% | +$3.29K | 0.24% | 109 |
|
|
2017
Q4 | $492K | Sell |
2,845
-426
| -13% | -$71.5K | 0.25% | 105 |
|
|
2017
Q3 | $518K | Buy |
3,271
+154
| +5% | +$24.1K | 0.26% | 92 |
|
|
2017
Q2 | $475K | Sell |
3,117
-539
| -15% | -$77.9K | 0.22% | 95 |
|
|
2017
Q1 | $476K | Buy |
3,656
+541
| +17% | +$67.9K | 0.29% | 91 |
|
|
2016
Q4 | $375K | Buy |
3,115
+76
| +3% | +$8.91K | 0.27% | 106 |
|
|
2016
Q3 | $357K | Buy |
3,039
+26
| +0.9% | +$3.08K | 0.29% | 105 |
|
|
2016
Q2 | $360K | Sell |
3,013
-287
| -9% | -$35.9K | 0.3% | 99 |
|
|
2016
Q1 | $419K | Buy |
+3,300
| New | +$394K | 0.34% | 79 |
|
Other funds holding MCD
V Wealth Advisors's MCD Position: Q3 2023 in Review
V Wealth Advisors reduced its McDonald's (MCD) stake by 68% in Q3 2023, selling an estimated $1.22M and leaving 1,980 shares worth $522K. The position accounts for 0.42% of the portfolio, ranked #53.
V Wealth Advisors first reported a position in MCD in Q1 2016 and has held it in 31 quarters since. The position peaked at $2.56M in Q3 2022. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.
- V Wealth Advisors held 1,980 shares of McDonald's worth $522K as of Q3 2023.
- V Wealth Advisors sold 4,283 McDonald's shares in Q3 2023, an estimated $1.22M.
- McDonald's made up 0.42% of V Wealth Advisors's portfolio in Q3 2023, its #53 holding.
- V Wealth Advisors first reported a position in McDonald's in Q1 2016 and has held it in 31 quarters since.
- V Wealth Advisors's McDonald's position peaked at $2.56M in Q3 2022.
- 2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.
Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.