Wintrust Investments’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $191K | Sell |
661
-69
| -9% | -$20.6K | 0.17% | 97 |
|
|
2024
Q3 | $222K | Sell |
730
-5,902
| -89% | -$1.63M | 0.16% | 119 |
|
|
2024
Q2 | $1.69M | Buy |
6,632
+11
| +0.2% | +$2.92K | 0.14% | 138 |
|
|
2024
Q1 | $1.87M | Buy |
6,621
+250
| +4% | +$72.7K | 0.16% | 130 |
|
|
2023
Q4 | $1.89M | Sell |
6,371
-61
| -0.9% | -$16.6K | 0.18% | 114 |
|
|
2023
Q3 | $1.7M | Buy |
6,432
+466
| +8% | +$133K | 0.18% | 117 |
|
|
2023
Q2 | $1.78M | Sell |
5,966
-142
| -2% | -$41.3K | 0.18% | 112 |
|
|
2023
Q1 | $1.71M | Buy |
6,108
+802
| +15% | +$215K | 0.22% | 89 |
|
|
2022
Q4 | $1.4M | Buy |
5,306
+179
| +3% | +$47.2K | 0.18% | 116 |
|
|
2022
Q3 | $1.18M | Buy |
5,127
+98
| +2% | +$25K | 0.15% | 126 |
|
|
2022
Q2 | $1.24M | Sell |
5,029
-187
| -4% | -$46.1K | 0.15% | 126 |
|
|
2022
Q1 | $1.29M | Sell |
5,216
-252
| -5% | -$62.8K | 0.12% | 141 |
|
|
2021
Q4 | $1.47M | Buy |
+5,468
| New | +$1.38M | 0.14% | 128 |
|
|
2021
Q3 | – | Sell |
-5,481
| Closed | -$1.27M | – | 357 |
|
|
2021
Q2 | $1.27M | Buy |
5,481
+39
| +0.7% | +$9.08K | 0.13% | 134 |
|
|
2021
Q1 | $1.22M | Buy |
+5,442
| New | +$1.16M | 0.13% | 148 |
|
|
2020
Q4 | – | Sell |
-5,788
| Closed | -$1.27M | – | 292 |
|
|
2020
Q3 | $1.27M | Buy |
5,788
+61
| +1% | +$12.5K | 0.17% | 108 |
|
|
2020
Q2 | $1.06M | Buy |
5,727
+74
| +1% | +$13.6K | 0.15% | 114 |
|
|
2020
Q1 | $935K | Sell |
5,653
-131
| -2% | -$25.8K | 0.15% | 112 |
|
|
2019
Q4 | $1.14M | Buy |
5,784
+33
| +0.6% | +$6.55K | 0.16% | 111 |
|
|
2019
Q3 | $1.24M | Buy |
5,751
+285
| +5% | +$61.1K | 0.18% | 99 |
|
|
2019
Q2 | $1.14M | Buy |
5,466
+506
| +10% | +$100K | 0.17% | 108 |
|
|
2019
Q1 | $942K | Buy |
4,960
+579
| +13% | +$105K | 0.15% | 126 |
|
|
2018
Q4 | $778K | Buy |
4,381
+46
| +1% | +$8.16K | 0.15% | 128 |
|
|
2018
Q3 | $725K | Buy |
4,335
+64
| +1% | +$10.3K | 0.12% | 162 |
|
|
2018
Q2 | $669K | Buy |
4,271
+1,285
| +43% | +$208K | 0.12% | 170 |
|
|
2018
Q1 | $467K | Sell |
2,986
-3,607
| -55% | -$593K | 0.12% | 148 |
|
|
2017
Q4 | $1.14M | Buy |
6,593
+346
| +6% | +$58.1K | 0.27% | 88 |
|
|
2017
Q3 | $979K | Sell |
6,247
-355
| -5% | -$55.6K | 0.25% | 96 |
|
|
2017
Q2 | $1.01M | Buy |
6,602
+748
| +13% | +$108K | 0.27% | 92 |
|
|
2017
Q1 | $759K | Buy |
+5,854
| New | +$735K | 0.22% | 111 |
|
Other funds holding MCD
Wintrust Investments's MCD Position: Q4 2024 in Review
Wintrust Investments reduced its McDonald's (MCD) stake by 9.5% in Q4 2024, selling an estimated $20.6K and leaving 661 shares worth $191K. The position accounts for 0.17% of the portfolio, ranked #97.
Wintrust Investments first reported a position in MCD in Q1 2017 and has held it in 30 quarters since. The position peaked at $1.89M in Q4 2023. 3,386 funds tracked by Wall St. Rank hold MCD as of Q4 2024.
- Wintrust Investments held 661 shares of McDonald's worth $191K as of Q4 2024.
- Wintrust Investments sold 69 McDonald's shares in Q4 2024, an estimated $20.6K.
- McDonald's made up 0.17% of Wintrust Investments's portfolio in Q4 2024, its #97 holding.
- Wintrust Investments first reported a position in McDonald's in Q1 2017 and has held it in 30 quarters since.
- Wintrust Investments's McDonald's position peaked at $1.89M in Q4 2023.
- 3,386 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.
Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.