Anchor Capital Advisors’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 | $15.6M | Sell |
53,446
-1,221
| -2% | -$357K | 0.46% | 77 |
|
2025
Q1 | $17.1M | Sell |
54,667
-1,901
| -3% | -$594K | 0.51% | 73 |
|
2024
Q4 | $16.4M | Sell |
56,568
-1,051
| -2% | -$305K | 0.47% | 76 |
|
2024
Q3 | $17.5M | Buy |
57,619
+45,373
| +371% | +$13.8M | 0.47% | 77 |
|
2024
Q2 | $3.12M | Buy |
12,246
+10,064
| +461% | +$2.56M | 0.09% | 115 |
|
2024
Q1 | $615K | Sell |
2,182
-4,307
| -66% | -$1.21M | 0.02% | 194 |
|
2023
Q4 | $1.92M | Buy |
+6,489
| New | +$1.92M | 0.05% | 132 |
|
2022
Q4 | – | Sell |
-1,169
| Closed | -$270K | – | 270 |
|
2022
Q3 | $270K | Hold |
1,169
| – | – | 0.01% | 243 |
|
2022
Q2 | $289K | Sell |
1,169
-200
| -15% | -$49.4K | 0.01% | 246 |
|
2022
Q1 | $339K | Sell |
1,369
-696
| -34% | -$172K | 0.01% | 239 |
|
2021
Q4 | $554K | Sell |
2,065
-800
| -28% | -$215K | 0.01% | 224 |
|
2021
Q3 | $691K | Buy |
2,865
+696
| +32% | +$168K | 0.01% | 205 |
|
2021
Q2 | $501K | Sell |
2,169
-2,575
| -54% | -$595K | 0.01% | 228 |
|
2021
Q1 | $1.06M | Hold |
4,744
| – | – | 0.02% | 179 |
|
2020
Q4 | $1.02M | Buy |
4,744
+2,019
| +74% | +$433K | 0.02% | 172 |
|
2020
Q3 | $598K | Sell |
2,725
-400
| -13% | -$87.8K | 0.02% | 190 |
|
2020
Q2 | $576K | Hold |
3,125
| – | – | 0.01% | 192 |
|
2020
Q1 | $517K | Hold |
3,125
| – | – | 0.02% | 181 |
|
2019
Q4 | $618K | Sell |
3,125
-65
| -2% | -$12.9K | 0.01% | 193 |
|
2019
Q3 | $685K | Sell |
3,190
-285
| -8% | -$61.2K | 0.02% | 183 |
|
2019
Q2 | $722K | Hold |
3,475
| – | – | 0.03% | 174 |
|
2019
Q1 | $660 | Sell |
3,475
-150
| -4% | -$28 | 0.01% | 179 |
|
2018
Q4 | $644K | Sell |
3,625
-70
| -2% | -$12.4K | 0.03% | 196 |
|
2018
Q3 | $618K | Hold |
3,695
| – | – | 0.02% | 206 |
|
2018
Q2 | $579K | Buy |
+3,695
| New | +$579K | 0.02% | 211 |
|