Wharton Business Group’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 | – | Sell |
-2,000
| Closed | -$527K | – | 137 |
|
|
2023
Q3 | $527K | Hold |
2,000
| – | – | 0.03% | 92 |
|
|
2023
Q2 | $597K | Hold |
2,000
| – | – | 0.04% | 83 |
|
|
2023
Q1 | $559K | Hold |
2,000
| – | – | 0.03% | 85 |
|
|
2022
Q4 | $527K | Hold |
2,000
| – | – | 0.03% | 92 |
|
|
2022
Q3 | $461K | Hold |
2,000
| – | – | 0.03% | 87 |
|
|
2022
Q2 | $494K | Hold |
2,000
| – | – | 0.03% | 86 |
|
|
2022
Q1 | $495K | Hold |
2,000
| – | – | 0.03% | 89 |
|
|
2021
Q4 | $536K | Buy |
+2,000
| New | +$505K | 0.03% | 91 |
|
|
2021
Q3 | – | Sell |
-2,000
| Closed | -$462K | – | 108 |
|
|
2021
Q2 | $462K | Sell |
2,000
-17
| -0.8% | -$3.96K | 0.04% | 83 |
|
|
2021
Q1 | $452K | Buy |
2,017
+17
| +0.9% | +$3.64K | 0.04% | 83 |
|
|
2020
Q4 | $429K | Hold |
2,000
| – | – | 0.04% | 81 |
|
|
2020
Q3 | $439K | Hold |
2,000
| – | – | 0.04% | 72 |
|
|
2020
Q2 | $369K | Sell |
2,000
-6
| -0.3% | -$1.1K | 0.04% | 78 |
|
|
2020
Q1 | $332K | Buy |
2,006
+6
| +0.3% | +$1.18K | 0.04% | 69 |
|
|
2019
Q4 | $395K | Hold |
2,000
| – | – | 0.04% | 79 |
|
|
2019
Q3 | $429K | Hold |
2,000
| – | – | 0.04% | 71 |
|
|
2019
Q2 | $415K | Sell |
2,000
-108
| -5% | -$21.4K | 0.04% | 72 |
|
|
2019
Q1 | $400K | Sell |
2,108
-17
| -0.8% | -$3.08K | 0.04% | 76 |
|
|
2018
Q4 | $377K | Hold |
2,125
| – | – | 0.04% | 76 |
|
|
2018
Q3 | $355K | Buy |
2,125
+94
| +5% | +$15.1K | 0.04% | 81 |
|
|
2018
Q2 | $318K | Sell |
2,031
-3
| -0.1% | -$486 | 0.03% | 83 |
|
|
2018
Q1 | $318K | Buy |
2,034
+34
| +2% | +$5.59K | 0.03% | 79 |
|
|
2017
Q4 | $344K | Hold |
2,000
| – | – | 0.04% | 83 |
|
|
2017
Q3 | $313K | Sell |
2,000
-100
| -5% | -$15.7K | 0.03% | 86 |
|
|
2017
Q2 | $322K | Sell |
2,100
-245
| -10% | -$35.4K | 0.03% | 91 |
|
|
2017
Q1 | $304K | Buy |
+2,345
| New | +$294K | 0.03% | 96 |
|
|
2016
Q3 | – | Sell |
-2,260
| Closed | -$272K | – | 121 |
|
|
2016
Q2 | $272K | Sell |
2,260
-26
| -1% | -$3.26K | 0.03% | 111 |
|
|
2016
Q1 | $287K | Buy |
2,286
+26
| +1% | +$3.11K | 0.03% | 109 |
|
|
2015
Q4 | $267K | Sell |
2,260
-635
| -22% | -$71K | 0.03% | 110 |
|
|
2015
Q3 | $285K | Sell |
2,895
-36,870
| -93% | -$3.59M | 0.03% | 110 |
|
|
2015
Q2 | $3.78K | Sell |
39,765
-5,155
| -11% | -$499K | 0.25% | 60 |
|
|
2015
Q1 | $4.38M | Buy |
44,920
+37,120
| +476% | +$3.52M | 0.36% | 57 |
|
|
2014
Q4 | $731K | Buy |
7,800
+2,345
| +43% | +$220K | 0.06% | 101 |
|
|
2014
Q3 | $517K | Buy |
+5,455
| New | +$520K | 0.05% | 120 |
|
Other funds holding MCD
Wharton Business Group's MCD Position: Q4 2023 in Review
Wharton Business Group sold out of McDonald's (MCD) in Q4 2023, closing a stake of 2,000 shares — an estimated $527K sold.
Wharton Business Group first reported a position in MCD in Q3 2014 and held it in 34 quarters. The position peaked at $4.38M in Q1 2015. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.
- Wharton Business Group reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
- Wharton Business Group sold 2,000 McDonald's shares in Q4 2023, an estimated $527K.
- Wharton Business Group first reported a position in McDonald's in Q3 2014 and held it in 34 quarters.
- Wharton Business Group's McDonald's position peaked at $4.38M in Q1 2015.
- 3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.
Based on Wharton Business Group's 13F filing for Q4 2023, filed 7 Feb 2024.