Zeke Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.5M | Sell |
9,493
-1
| -0% | -$264 | 0.16% | 61 |
|
|
2022
Q3 | $2.19M | Buy |
9,494
+1
| +0% | +$256 | 0.16% | 65 |
|
|
2022
Q2 | $2.34M | Hold |
9,493
| – | – | 0.16% | 69 |
|
|
2022
Q1 | $2.35M | Buy |
9,493
+4,401
| +86% | +$1.1M | 0.12% | 84 |
|
|
2021
Q4 | $1.36M | Sell |
5,092
-102
| -2% | -$25.8K | 0.08% | 79 |
|
|
2021
Q3 | $1.25M | Buy |
5,194
+538
| +12% | +$128K | 0.07% | 84 |
|
|
2021
Q2 | $1.07M | Buy |
4,656
+34
| +0.7% | +$7.91K | 0.07% | 91 |
|
|
2021
Q1 | $1.04M | Buy |
4,622
+3
| +0.1% | +$642 | 0.07% | 86 |
|
|
2020
Q4 | $991K | Sell |
4,619
-17
| -0.4% | -$3.7K | 0.08% | 82 |
|
|
2020
Q3 | $1.02M | Sell |
4,636
-431
| -9% | -$88.5K | 0.12% | 58 |
|
|
2020
Q2 | $935K | Buy |
5,067
+91
| +2% | +$16.7K | 0.18% | 54 |
|
|
2020
Q1 | $823K | Sell |
4,976
-6,724
| -57% | -$1.32M | 0.23% | 57 |
|
|
2019
Q4 | $2.31M | Buy |
11,700
+32
| +0.3% | +$6.35K | 0.19% | 99 |
|
|
2019
Q3 | $2.5M | Sell |
11,668
-3,370
| -22% | -$723K | 0.22% | 87 |
|
|
2019
Q2 | $3.12M | Sell |
15,038
-1,228
| -8% | -$243K | 0.29% | 72 |
|
|
2019
Q1 | $3.09M | Buy |
16,266
+18
| +0.1% | +$3.27K | 0.29% | 72 |
|
|
2018
Q4 | $2.88M | Sell |
16,248
-3,706
| -19% | -$657K | 0.28% | 73 |
|
|
2018
Q3 | $3.34M | Sell |
19,954
-48
| -0.2% | -$7.69K | 0.27% | 63 |
|
|
2018
Q2 | $3.13M | Buy |
20,002
+128
| +0.6% | +$20.8K | 0.29% | 63 |
|
|
2018
Q1 | $3.11M | Buy |
19,874
+1,270
| +7% | +$209K | 0.29% | 63 |
|
|
2017
Q4 | $3.2M | Buy |
18,604
+602
| +3% | +$101K | 0.34% | 52 |
|
|
2017
Q3 | $2.82M | Buy |
18,002
+11,018
| +158% | +$1.73M | 0.39% | 46 |
|
|
2017
Q2 | $1.07M | Buy |
6,984
+1,312
| +23% | +$190K | 0.21% | 65 |
|
|
2017
Q1 | $735K | Buy |
5,672
+1,334
| +31% | +$167K | 0.15% | 77 |
|
|
2016
Q4 | $528K | Buy |
4,338
+2,169
| +100% | +$254K | 0.14% | 76 |
|
|
2016
Q3 | $246K | Buy |
+2,169
| New | +$257K | 0.11% | 71 |
|
|
2014
Q3 | – | Sell |
-3,273
| Closed | -$330K | – | 65 |
|
|
2014
Q2 | $330K | Buy |
3,273
+12
| +0.4% | +$1.21K | 0.27% | 48 |
|
|
2014
Q1 | $320K | Hold |
3,261
| – | – | 0.28% | 41 |
|
|
2013
Q4 | $316K | Hold |
3,261
| – | – | 0.29% | 43 |
|
|
2013
Q3 | $314K | Hold |
3,261
| – | – | 0.3% | 41 |
|
|
2013
Q2 | $323K | Buy |
+3,261
| New | +$327K | 0.26% | 28 |
|
Other funds holding MCD
AWA
Zeke Capital Advisors's MCD Position: Q4 2022 in Review
Zeke Capital Advisors reduced its McDonald's (MCD) stake by 0.01% in Q4 2022, selling an estimated $264 and leaving 9,493 shares worth $2.5M. The position accounts for 0.16% of the portfolio, ranked #61.
Zeke Capital Advisors first reported a position in MCD in Q2 2013 and has held it in 31 quarters since. The position peaked at $3.34M in Q3 2018. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.
- Zeke Capital Advisors held 9,493 shares of McDonald's worth $2.5M as of Q4 2022.
- Zeke Capital Advisors sold 1 McDonald's share in Q4 2022, an estimated $264.
- McDonald's made up 0.16% of Zeke Capital Advisors's portfolio in Q4 2022, its #61 holding.
- Zeke Capital Advisors first reported a position in McDonald's in Q2 2013 and has held it in 31 quarters since.
- Zeke Capital Advisors's McDonald's position peaked at $3.34M in Q3 2018.
- 2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.
Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.