Anchor Investment 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 | $4.28M | Sell |
14,636
-304
| -2% | -$88.8K | 0.38% | 68 |
|
2025
Q1 | $4.67M | Buy |
14,940
+122
| +0.8% | +$38.1K | 0.44% | 58 |
|
2024
Q4 | $4.3M | Buy |
14,818
+735
| +5% | +$213K | 0.4% | 65 |
|
2024
Q3 | $4.29M | Buy |
14,083
+1,003
| +8% | +$305K | 0.4% | 61 |
|
2024
Q2 | $3.33M | Sell |
13,080
-1,031
| -7% | -$263K | 0.34% | 77 |
|
2024
Q1 | $3.98M | Buy |
14,111
+107
| +0.8% | +$30.2K | 0.42% | 65 |
|
2023
Q4 | $4.15M | Buy |
14,004
+370
| +3% | +$110K | 0.48% | 57 |
|
2023
Q3 | $3.59M | Buy |
13,634
+823
| +6% | +$217K | 0.47% | 57 |
|
2023
Q2 | $3.82M | Buy |
12,811
+2,082
| +19% | +$621K | 0.49% | 56 |
|
2023
Q1 | $3M | Buy |
10,729
+454
| +4% | +$127K | 0.41% | 65 |
|
2022
Q4 | $2.71M | Buy |
10,275
+954
| +10% | +$251K | 0.39% | 70 |
|
2022
Q3 | $2.15M | Sell |
9,321
-423
| -4% | -$97.6K | 0.33% | 82 |
|
2022
Q2 | $2.41M | Buy |
9,744
+205
| +2% | +$50.6K | 0.35% | 76 |
|
2022
Q1 | $2.36M | Buy |
9,539
+2,072
| +28% | +$512K | 0.3% | 92 |
|
2021
Q4 | $2M | Buy |
7,467
+289
| +4% | +$77.5K | 0.25% | 101 |
|
2021
Q3 | $1.73M | Buy |
7,178
+382
| +6% | +$92.1K | 0.24% | 102 |
|
2021
Q2 | $1.57M | Buy |
6,796
+790
| +13% | +$182K | 0.22% | 114 |
|
2021
Q1 | $1.35M | Buy |
6,006
+3,115
| +108% | +$698K | 0.21% | 120 |
|
2020
Q4 | $620K | Buy |
2,891
+236
| +9% | +$50.6K | 0.11% | 165 |
|
2020
Q3 | $583K | Buy |
2,655
+532
| +25% | +$117K | 0.12% | 159 |
|
2020
Q2 | $392K | Sell |
2,123
-100
| -4% | -$18.4K | 0.09% | 179 |
|
2020
Q1 | $368K | Buy |
2,223
+212
| +11% | +$35.1K | 0.09% | 180 |
|
2019
Q4 | $397K | Buy |
2,011
+28
| +1% | +$5.53K | 0.08% | 196 |
|
2019
Q3 | $426K | Buy |
1,983
+525
| +36% | +$113K | 0.1% | 192 |
|
2019
Q2 | $303K | Buy |
1,458
+200
| +16% | +$41.5K | 0.07% | 227 |
|
2019
Q1 | $239K | Hold |
1,258
| – | – | 0.06% | 254 |
|
2018
Q4 | $223K | Buy |
1,258
+672
| +115% | +$119K | 0.06% | 250 |
|
2018
Q3 | $98K | Hold |
586
| – | – | 0.02% | 381 |
|
2018
Q2 | $91.8K | Buy |
586
+220
| +60% | +$34.5K | 0.02% | 396 |
|
2018
Q1 | $57.2K | Hold |
366
| – | – | 0.02% | 459 |
|
2017
Q4 | $63K | Hold |
366
| – | – | 0.02% | 436 |
|
2017
Q3 | $57.3K | Buy |
366
+100
| +38% | +$15.7K | 0.02% | 427 |
|
2017
Q2 | $40.7K | Buy |
266
+75
| +39% | +$11.5K | 0.01% | 422 |
|
2017
Q1 | $24.8K | Hold |
191
| – | – | 0.01% | 465 |
|
2016
Q4 | $23.2K | Hold |
191
| – | – | 0.01% | 454 |
|
2016
Q3 | $22K | Hold |
191
| – | – | 0.01% | 436 |
|
2016
Q2 | $23K | Hold |
191
| – | – | 0.01% | 429 |
|
2016
Q1 | $24K | Buy |
+191
| New | +$24K | 0.01% | 408 |
|