Vident Investment Advisory’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 | – | Sell |
-9,565
| Closed | -$2.86M | – | 611 |
|
|
2023
Q2 | $2.86M | Sell |
9,565
-5,126
| -35% | -$1.49M | 0.1% | 235 |
|
|
2023
Q1 | $4.11M | Sell |
14,691
-12,520
| -46% | -$3.35M | 0.13% | 175 |
|
|
2022
Q4 | $7.17M | Buy |
27,211
+8,905
| +49% | +$2.35M | 0.27% | 110 |
|
|
2022
Q3 | $3.7M | Buy |
18,306
+867
| +5% | +$222K | 0.12% | 204 |
|
|
2022
Q2 | $4.3M | Buy |
17,439
+9,518
| +120% | +$2.34M | 0.13% | 191 |
|
|
2022
Q1 | $1.96M | Buy |
7,921
+1,046
| +15% | +$261K | 0.05% | 466 |
|
|
2021
Q4 | $1.84M | Sell |
6,875
-365
| -5% | -$92.2K | 0.05% | 488 |
|
|
2021
Q3 | $1.74M | Buy |
7,240
+822
| +13% | +$196K | 0.05% | 494 |
|
|
2021
Q2 | $1.48M | Buy |
6,418
+78
| +1% | +$18.2K | 0.05% | 525 |
|
|
2021
Q1 | $1.42M | Buy |
6,340
+479
| +8% | +$102K | 0.05% | 509 |
|
|
2020
Q4 | $1.26M | Buy |
5,861
+450
| +8% | +$97.9K | 0.05% | 473 |
|
|
2020
Q3 | $1.19M | Buy |
5,411
+88
| +2% | +$18.1K | 0.06% | 439 |
|
|
2020
Q2 | $982K | Sell |
5,323
-1,121
| -17% | -$206K | 0.05% | 484 |
|
|
2020
Q1 | $1.06M | Buy |
6,444
+733
| +13% | +$144K | 0.07% | 371 |
|
|
2019
Q4 | $1.13M | Sell |
5,711
-739
| -11% | -$147K | 0.07% | 391 |
|
|
2019
Q3 | $1.39M | Sell |
6,450
-103
| -2% | -$22.1K | 0.12% | 124 |
|
|
2019
Q2 | $1.36M | Sell |
6,553
-422
| -6% | -$83.6K | 0.11% | 131 |
|
|
2019
Q1 | $1.32M | Sell |
6,975
-1,079
| -13% | -$196K | 0.07% | 366 |
|
|
2018
Q4 | $1.43M | Buy |
8,054
+1,050
| +15% | +$186K | 0.08% | 334 |
|
|
2018
Q3 | $1.17M | Sell |
7,004
-148
| -2% | -$23.7K | 0.05% | 432 |
|
|
2018
Q2 | $1.12M | Sell |
7,152
-314
| -4% | -$50.9K | 0.04% | 402 |
|
|
2018
Q1 | $1.21M | Sell |
7,466
-1,351
| -15% | -$222K | 0.05% | 364 |
|
|
2017
Q4 | $1.52M | Buy |
8,817
+531
| +6% | +$89.2K | 0.07% | 312 |
|
|
2017
Q3 | $1.3M | Buy |
8,286
+6,302
| +318% | +$988K | 0.07% | 331 |
|
|
2017
Q2 | $304K | Buy |
+1,984
| New | +$287K | 0.03% | 380 |
|
|
2016
Q2 | – | Sell |
-18,072
| Closed | -$2.27K | – | 387 |
|
|
2016
Q1 | $2.27K | Buy |
+18,072
| New | +$2.16M | 0.14% | 273 |
|
|
2015
Q4 | – | Sell |
-64
| Closed | -$6K | – | 650 |
|
|
2015
Q3 | $6K | Sell |
64
-14,570
| -100% | -$1.42M | ﹤0.01% | 825 |
|
|
2015
Q2 | $1.39M | Buy |
14,634
+1,002
| +7% | +$96.9K | 0.19% | 149 |
|
|
2015
Q1 | $1.33M | Buy |
13,632
+1,377
| +11% | +$131K | 0.27% | 90 |
|
|
2014
Q4 | $1.15M | Buy |
+12,255
| New | +$1.15M | 0.39% | 27 |
|
Other funds holding MCD
Vident Investment Advisory's MCD Position: Q3 2023 in Review
Vident Investment Advisory sold out of McDonald's (MCD) in Q3 2023, closing a stake of 9,565 shares — an estimated $2.86M sold.
Vident Investment Advisory first reported a position in MCD in Q4 2014 and held it in 30 quarters. The position peaked at $7.17M in Q4 2022. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.
- Vident Investment Advisory reported no remaining McDonald's position as of Q3 2023 after selling out during the quarter.
- Vident Investment Advisory sold 9,565 McDonald's shares in Q3 2023, an estimated $2.86M.
- Vident Investment Advisory first reported a position in McDonald's in Q4 2014 and held it in 30 quarters.
- Vident Investment Advisory's McDonald's position peaked at $7.17M in Q4 2022.
- 2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.
Based on Vident Investment Advisory's 13F filing for Q3 2023.