Alta Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.26M | Buy |
14,585
+707
| +5% | +$207K | 0.24% | 50 |
|
2025
Q1 | $4.34M | Buy |
13,878
+846
| +6% | +$264K | 0.28% | 50 |
|
2024
Q4 | $3.78M | Buy |
13,032
+1,153
| +10% | +$334K | 0.23% | 50 |
|
2024
Q3 | $3.62M | Buy |
11,879
+328
| +3% | +$99.9K | 0.22% | 47 |
|
2024
Q2 | $2.94M | Buy |
11,551
+268
| +2% | +$68.3K | 0.19% | 52 |
|
2024
Q1 | $3.18M | Buy |
11,283
+813
| +8% | +$229K | 0.2% | 51 |
|
2023
Q4 | $3.1M | Buy |
10,470
+497
| +5% | +$147K | 0.2% | 50 |
|
2023
Q3 | $2.63M | Sell |
9,973
-64
| -0.6% | -$16.9K | 0.19% | 50 |
|
2023
Q2 | $3M | Sell |
10,037
-77
| -0.8% | -$23K | 0.21% | 48 |
|
2023
Q1 | $2.83M | Buy |
10,114
+280
| +3% | +$78.3K | 0.21% | 51 |
|
2022
Q4 | $2.59M | Buy |
9,834
+415
| +4% | +$109K | 0.2% | 51 |
|
2022
Q3 | $2.17M | Sell |
9,419
-1,899
| -17% | -$438K | 0.17% | 52 |
|
2022
Q2 | $2.79M | Sell |
11,318
-211
| -2% | -$52.1K | 0.21% | 49 |
|
2022
Q1 | $2.85M | Buy |
11,529
+554
| +5% | +$137K | 0.17% | 52 |
|
2021
Q4 | $2.94M | Buy |
10,975
+523
| +5% | +$140K | 0.15% | 49 |
|
2021
Q3 | $2.52M | Sell |
10,452
-9,396
| -47% | -$2.27M | 0.14% | 49 |
|
2021
Q2 | $4.58M | Buy |
19,848
+1,293
| +7% | +$299K | 0.13% | 51 |
|
2021
Q1 | $4.16M | Buy |
18,555
+9,339
| +101% | +$2.09M | 0.13% | 53 |
|
2020
Q4 | $1.98M | Sell |
9,216
-8,788
| -49% | -$1.89M | 0.11% | 55 |
|
2020
Q3 | $3.95M | Sell |
18,004
-504
| -3% | -$111K | 0.13% | 52 |
|
2020
Q2 | $3.41M | Buy |
18,508
+253
| +1% | +$46.7K | 0.12% | 52 |
|
2020
Q1 | $3.02M | Buy |
18,255
+8,528
| +88% | +$1.41M | 0.13% | 51 |
|
2019
Q4 | $1.92M | Buy |
9,727
+450
| +5% | +$88.9K | 0.13% | 54 |
|
2019
Q3 | $1.99M | Sell |
9,277
-3,152
| -25% | -$676K | 0.14% | 48 |
|
2019
Q2 | $2.58M | Buy |
12,429
+77
| +0.6% | +$16K | 0.14% | 46 |
|
2019
Q1 | $2.35M | Buy |
12,352
+574
| +5% | +$109K | 0.14% | 44 |
|
2018
Q4 | $2.09M | Buy |
11,778
+267
| +2% | +$47.4K | 0.14% | 47 |
|
2018
Q3 | $1.93M | Buy |
11,511
+801
| +7% | +$134K | 0.11% | 45 |
|
2018
Q2 | $1.68M | Buy |
10,710
+73
| +0.7% | +$11.4K | 0.1% | 47 |
|
2018
Q1 | $1.66M | Buy |
10,637
+400
| +4% | +$62.5K | 0.1% | 46 |
|
2017
Q4 | $1.76M | Sell |
10,237
-243
| -2% | -$41.8K | 0.11% | 46 |
|
2017
Q3 | $1.64M | Sell |
10,480
-254
| -2% | -$39.8K | 0.11% | 49 |
|
2017
Q2 | $1.64M | Buy |
10,734
+56
| +0.5% | +$8.58K | 0.11% | 46 |
|
2017
Q1 | $1.38M | Buy |
10,678
+99
| +0.9% | +$12.8K | 0.09% | 54 |
|
2016
Q4 | $1.29M | Sell |
10,579
-118
| -1% | -$14.4K | 0.09% | 56 |
|
2016
Q3 | $1.23M | Buy |
10,697
+604
| +6% | +$69.7K | 0.08% | 56 |
|
2016
Q2 | $1.21M | Buy |
10,093
+236
| +2% | +$28.4K | 0.07% | 56 |
|
2016
Q1 | $1.24M | Sell |
9,857
-102
| -1% | -$12.8K | 0.08% | 56 |
|
2015
Q4 | $1.18M | Sell |
9,959
-620
| -6% | -$73.2K | 0.09% | 57 |
|
2015
Q3 | $1.04M | Sell |
10,579
-1,233
| -10% | -$121K | 0.09% | 60 |
|
2015
Q2 | $1.12M | Sell |
11,812
-1,521
| -11% | -$145K | 0.09% | 60 |
|
2015
Q1 | $1.3M | Buy |
13,333
+800
| +6% | +$77.9K | 0.11% | 60 |
|
2014
Q4 | $1.17M | Buy |
12,533
+600
| +5% | +$56.2K | 0.1% | 60 |
|
2014
Q3 | $1.13M | Buy |
11,933
+479
| +4% | +$45.4K | 0.1% | 59 |
|
2014
Q2 | $1.15M | Buy |
11,454
+1,310
| +13% | +$132K | 0.11% | 60 |
|
2014
Q1 | $994K | Buy |
10,144
+684
| +7% | +$67K | 0.1% | 61 |
|
2013
Q4 | $917K | Buy |
9,460
+1,772
| +23% | +$172K | 0.09% | 61 |
|
2013
Q3 | $739K | Buy |
7,688
+430
| +6% | +$41.3K | 0.09% | 59 |
|
2013
Q2 | $718K | Buy |
+7,258
| New | +$718K | 0.1% | 60 |
|