Advisory Research’s McDonald's MCD Stock Holding History

Advisory Research’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.28M	Sell	4,395 -62	-1%	-$18.1K	0.2%	96
2025 Q1	$1.39M	Sell	4,457 -211	-5%	-$65.9K	0.25%	83
2024 Q4	$1.35M	Buy	4,668 +756	+19%	+$219K	0.22%	91
2024 Q3	$1.19M	Sell	3,912 -240	-6%	-$73.1K	0.21%	102
2024 Q2	$1.06M	Buy	4,152 +702	+20%	+$179K	0.2%	103
2024 Q1	$973K	Sell	3,450 -87	-2%	-$24.5K	0.19%	102
2023 Q4	$1.05M	Sell	3,537 -2,063	-37%	-$612K	0.16%	154
2023 Q3	$1.48M	Sell	5,600 -66	-1%	-$17.4K	0.2%	141
2023 Q2	$1.69M	Buy	5,666 +1,649	+41%	+$492K	0.22%	131
2023 Q1	$1.12M	Sell	4,017 -11	-0.3%	-$3.08K	0.18%	141
2022 Q4	$1.06M	Sell	4,028 -9	-0.2%	-$2.37K	0.1%	157
2022 Q3	$931K	Sell	4,037 -24	-0.6%	-$5.54K	0.09%	173
2022 Q2	$1M	Sell	4,061 -25	-0.6%	-$6.18K	0.1%	157
2022 Q1	$1.01M	Sell	4,086 -1,067	-21%	-$264K	0.08%	183
2021 Q4	$1.38M	Buy	5,153 +376	+8%	+$101K	0.11%	165
2021 Q3	$1.15M	Hold	4,777	–	–	0.07%	183
2021 Q2	$1.1M	Hold	4,777	–	–	0.07%	202
2021 Q1	$1.07M	Sell	4,777 -65	-1%	-$14.6K	0.08%	200
2020 Q4	$1.04M	Buy	4,842 +1,922	+66%	+$412K	0.08%	191
2020 Q3	$641K	Buy	+2,920	New	+$641K	0.06%	222
2016 Q1	–	Sell	-4,052	Closed	-$479K	–	272
2015 Q4	$479K	Sell	4,052 -1,541	-28%	-$182K	0.01%	234
2015 Q3	$551K	Sell	5,593 -870	-13%	-$85.7K	0.01%	245
2015 Q2	$614K	Sell	6,463 -886	-12%	-$84.2K	0.01%	269
2015 Q1	$716K	Buy	7,349 +492	+7%	+$47.9K	0.01%	274
2014 Q4	$643K	Sell	6,857 -6,963	-50%	-$653K	0.01%	287
2014 Q3	$1.31M	Sell	13,820 -154,137	-92%	-$14.6M	0.01%	235
2014 Q2	$16.9M	Sell	167,957 -31,611	-16%	-$3.18M	0.16%	130
2014 Q1	$19.6M	Sell	199,568 -4,241	-2%	-$416K	0.2%	118
2013 Q4	$19.8M	Sell	203,809 -3,172	-2%	-$308K	0.2%	119
2013 Q3	$19.9M	Buy	206,981 +4,066	+2%	+$391K	0.21%	119
2013 Q2	$20.1M	Buy	+202,915	New	+$20.1M	0.23%	114