Appleton Partners’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 | $5.17M | Sell |
17,696
-1,092
| -6% | -$319K | 0.37% | 73 |
|
|
2025
Q1 | $5.87M | Buy |
18,788
+163
| +0.9% | +$50.9K | 0.45% | 71 |
|
|
2024
Q4 | $5.4M | Sell |
18,625
-616
| -3% | -$179K | 0.4% | 72 |
|
|
2024
Q3 | $5.86M | Buy |
19,241
+1,603
| +9% | +$488K | 0.43% | 74 |
|
|
2024
Q2 | $4.5M | Sell |
17,638
-1,658
| -9% | -$423K | 0.35% | 79 |
|
|
2024
Q1 | $5.44M | Sell |
19,296
-2,757
| -13% | -$777K | 0.42% | 74 |
|
|
2023
Q4 | $6.54M | Sell |
22,053
-1,378
| -6% | -$409K | 0.53% | 62 |
|
|
2023
Q3 | $6.17M | Sell |
23,431
-639
| -3% | -$168K | 0.55% | 59 |
|
|
2023
Q2 | $7.18M | Sell |
24,070
-25
| -0.1% | -$7.46K | 0.61% | 48 |
|
|
2023
Q1 | $6.74M | Buy |
24,095
+951
| +4% | +$266K | 0.6% | 46 |
|
|
2022
Q4 | $6.1M | Sell |
23,144
-163
| -0.7% | -$43K | 0.58% | 53 |
|
|
2022
Q3 | $5.38M | Buy |
23,307
+1,608
| +7% | +$371K | 0.54% | 53 |
|
|
2022
Q2 | $5.36M | Buy |
21,699
+528
| +2% | +$130K | 0.51% | 57 |
|
|
2022
Q1 | $5.24M | Sell |
21,171
-874
| -4% | -$216K | 0.43% | 64 |
|
|
2021
Q4 | $5.91M | Sell |
22,045
-627
| -3% | -$168K | 0.44% | 65 |
|
|
2021
Q3 | $5.47M | Sell |
22,672
-476
| -2% | -$115K | 0.46% | 65 |
|
|
2021
Q2 | $5.35M | Buy |
23,148
+696
| +3% | +$161K | 0.46% | 65 |
|
|
2021
Q1 | $5.03M | Sell |
22,452
-163
| -0.7% | -$36.5K | 0.47% | 61 |
|
|
2020
Q4 | $4.85M | Buy |
22,615
+3,433
| +18% | +$737K | 0.48% | 60 |
|
|
2020
Q3 | $4.21M | Sell |
19,182
-840
| -4% | -$184K | 0.46% | 61 |
|
|
2020
Q2 | $3.69M | Sell |
20,022
-1,604
| -7% | -$296K | 0.44% | 62 |
|
|
2020
Q1 | $3.58M | Sell |
21,626
-10,015
| -32% | -$1.66M | 0.5% | 57 |
|
|
2019
Q4 | $6.25M | Buy |
31,641
+1,460
| +5% | +$289K | 0.69% | 42 |
|
|
2019
Q3 | $6.48M | Sell |
30,181
-637
| -2% | -$137K | 0.78% | 35 |
|
|
2019
Q2 | $6.4M | Buy |
30,818
+417
| +1% | +$86.6K | 0.79% | 35 |
|
|
2019
Q1 | $5.77M | Sell |
30,401
-4
| -0% | -$760 | 0.77% | 37 |
|
|
2018
Q4 | $5.4M | Buy |
30,405
+818
| +3% | +$145K | 0.81% | 37 |
|
|
2018
Q3 | $4.95M | Buy |
29,587
+352
| +1% | +$58.9K | 0.66% | 46 |
|
|
2018
Q2 | $4.58M | Buy |
29,235
+1,512
| +5% | +$237K | 0.66% | 50 |
|
|
2018
Q1 | $4.34M | Buy |
27,723
+1,230
| +5% | +$192K | 0.66% | 48 |
|
|
2017
Q4 | $4.56M | Sell |
26,493
-40
| -0.2% | -$6.89K | 0.71% | 45 |
|
|
2017
Q3 | $4.16M | Sell |
26,533
-193
| -0.7% | -$30.2K | 0.7% | 46 |
|
|
2017
Q2 | $4.09M | Sell |
26,726
-428
| -2% | -$65.5K | 0.69% | 54 |
|
|
2017
Q1 | $3.52M | Sell |
27,154
-1,480
| -5% | -$192K | 0.65% | 55 |
|
|
2016
Q4 | $3.49M | Sell |
28,634
-2,281
| -7% | -$278K | 0.7% | 49 |
|
|
2016
Q3 | $3.57M | Sell |
30,915
-1,261
| -4% | -$145K | 0.67% | 51 |
|
|
2016
Q2 | $3.87M | Sell |
32,176
-1,045
| -3% | -$126K | 0.79% | 43 |
|
|
2016
Q1 | $4.18M | Sell |
33,221
-388
| -1% | -$48.8K | 0.83% | 46 |
|
|
2015
Q4 | $3.97M | Buy |
33,609
+3,553
| +12% | +$420K | 0.78% | 46 |
|
|
2015
Q3 | $2.96M | Buy |
30,056
+2,745
| +10% | +$270K | 0.67% | 52 |
|
|
2015
Q2 | $2.6M | Buy |
27,311
+95
| +0.3% | +$9.03K | 0.58% | 56 |
|
|
2015
Q1 | $2.65M | Sell |
27,216
-7,231
| -21% | -$705K | 0.6% | 56 |
|
|
2014
Q4 | $3.23M | Sell |
34,447
-1,299
| -4% | -$122K | 0.74% | 46 |
|
|
2014
Q3 | $3.39M | Sell |
35,746
-4,336
| -11% | -$411K | 0.79% | 48 |
|
|
2014
Q2 | $4.04M | Sell |
40,082
-5,511
| -12% | -$555K | 0.94% | 42 |
|
|
2014
Q1 | $4.47M | Sell |
45,593
-53,624
| -54% | -$5.26M | 1.06% | 43 |
|
|
2013
Q4 | $9.63M | Buy |
99,217
+408
| +0.4% | +$39.6K | 2.31% | 5 |
|
|
2013
Q3 | $9.51M | Sell |
98,809
-1,627
| -2% | -$157K | 2.55% | 4 |
|
|
2013
Q2 | $9.94M | Buy |
+100,436
| New | +$9.94M | 2.87% | 4 |
|