Vigilant Capital Management’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
Q2 | $545K | Buy |
1,828
+88
| +5% | +$25.6K | 0.04% | 88 |
|
|
2023
Q1 | $487K | Sell |
1,740
-39
| -2% | -$10.4K | 0.04% | 90 |
|
|
2022
Q4 | $469K | Sell |
1,779
-531
| -23% | -$140K | 0.04% | 93 |
|
|
2022
Q3 | $533K | Sell |
2,310
-112
| -5% | -$28.6K | 0.05% | 83 |
|
|
2022
Q2 | $598K | Sell |
2,422
-170
| -7% | -$41.9K | 0.05% | 77 |
|
|
2022
Q1 | $641K | Buy |
2,592
+245
| +10% | +$61K | 0.05% | 84 |
|
|
2021
Q4 | $629K | Buy |
2,347
+1,090
| +87% | +$275K | 0.04% | 91 |
|
|
2021
Q3 | $303K | Hold |
1,257
| – | – | 0.02% | 120 |
|
|
2021
Q2 | $290K | Sell |
1,257
-62
| -5% | -$14.4K | 0.02% | 131 |
|
|
2021
Q1 | $296K | Buy |
1,319
+40
| +3% | +$8.55K | 0.03% | 114 |
|
|
2020
Q4 | $274K | Sell |
1,279
-291
| -19% | -$63.3K | 0.03% | 109 |
|
|
2020
Q3 | $345K | Sell |
1,570
-110
| -7% | -$22.6K | 0.04% | 97 |
|
|
2020
Q2 | $310K | Buy |
1,680
+8
| +0.5% | +$1.47K | 0.04% | 93 |
|
|
2020
Q1 | $276K | Sell |
1,672
-371
| -18% | -$73.1K | 0.04% | 86 |
|
|
2019
Q4 | $404K | Buy |
2,043
+300
| +17% | +$59.5K | 0.05% | 83 |
|
|
2019
Q3 | $374K | Buy |
1,743
+971
| +126% | +$208K | 0.05% | 80 |
|
|
2019
Q2 | $160K | Buy |
772
+15
| +2% | +$2.97K | 0.02% | 143 |
|
|
2019
Q1 | $144K | Sell |
757
-35
| -4% | -$6.35K | 0.02% | 154 |
|
|
2018
Q4 | $141K | Buy |
792
+35
| +5% | +$6.21K | 0.02% | 154 |
|
|
2018
Q3 | $127K | Hold |
757
| – | – | 0.02% | 177 |
|
|
2018
Q2 | $119K | Sell |
757
-133
| -15% | -$21.6K | 0.02% | 169 |
|
|
2018
Q1 | $139K | Sell |
890
-36
| -4% | -$5.92K | 0.02% | 147 |
|
|
2017
Q4 | $159K | Sell |
926
-51
| -5% | -$8.56K | 0.02% | 139 |
|
|
2017
Q3 | $153K | Buy |
977
+50
| +5% | +$7.84K | 0.02% | 121 |
|
|
2017
Q2 | $142K | Sell |
927
-50
| -5% | -$7.23K | 0.02% | 122 |
|
|
2017
Q1 | $127K | Buy |
977
+84
| +9% | +$10.5K | 0.02% | 125 |
|
|
2016
Q4 | $109K | Buy |
893
+50
| +6% | +$5.86K | 0.02% | 131 |
|
|
2016
Q3 | $97K | Buy |
843
+141
| +20% | +$16.7K | 0.02% | 138 |
|
|
2016
Q2 | $84K | Buy |
702
+322
| +85% | +$40.3K | 0.02% | 135 |
|
|
2016
Q1 | $48K | Sell |
380
-850
| -69% | -$102K | 0.01% | 149 |
|
|
2015
Q4 | $145K | Buy |
1,230
+187
| +18% | +$20.9K | 0.03% | 115 |
|
|
2015
Q3 | $103K | Buy |
1,043
+243
| +30% | +$23.7K | 0.02% | 125 |
|
|
2015
Q2 | $76K | Buy |
+800
| New | +$77.4K | 0.01% | 156 |
|
|
2015
Q1 | – | Sell |
-202
| Closed | -$19K | – | 287 |
|
|
2014
Q4 | $19K | Buy |
202
+80
| +66% | +$7.49K | ﹤0.01% | 244 |
|
|
2014
Q3 | $12K | Buy |
122
+31
| +34% | +$2.96K | ﹤0.01% | 242 |
|
|
2014
Q2 | $9K | Buy |
91
+50
| +122% | +$5.05K | ﹤0.01% | 224 |
|
|
2014
Q1 | $4K | Sell |
41
-662
| -94% | -$63.3K | ﹤0.01% | 250 |
|
|
2013
Q4 | $68K | Hold |
703
| – | – | 0.02% | 135 |
|
|
2013
Q3 | $68K | Hold |
703
| – | – | 0.02% | 119 |
|
|
2013
Q2 | $70K | Buy |
+703
| New | +$70.4K | 0.02% | 117 |
|
Other funds holding MCD
Vigilant Capital Management's MCD Position: Q2 2023 in Review
Vigilant Capital Management increased its McDonald's (MCD) stake by 5.1% in Q2 2023, buying an estimated $25.6K and bringing the position to 1,828 shares worth $545K. The position accounts for 0.04% of the portfolio, ranked #88.
Vigilant Capital Management first reported a position in MCD in Q2 2013 and has held it in 40 quarters since. The position peaked at $641K in Q1 2022. 3,002 funds tracked by Wall St. Rank hold MCD as of Q2 2023.
- Vigilant Capital Management held 1,828 shares of McDonald's worth $545K as of Q2 2023.
- Vigilant Capital Management bought 88 McDonald's shares in Q2 2023, an estimated $25.6K.
- McDonald's made up 0.04% of Vigilant Capital Management's portfolio in Q2 2023, its #88 holding.
- Vigilant Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 40 quarters since.
- Vigilant Capital Management's McDonald's position peaked at $641K in Q1 2022.
- 3,002 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.
Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.