Atria Investments’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 | $18.5M | Sell |
63,174
-2,018
| -3% | -$590K | 0.22% | 90 |
|
|
2025
Q1 | $20.4M | Buy |
65,192
+2,022
| +3% | +$632K | 0.26% | 66 |
|
|
2024
Q4 | $18.3M | Sell |
63,170
-3,983
| -6% | -$1.15M | 0.23% | 81 |
|
|
2024
Q3 | $20.4M | Buy |
67,153
+1,749
| +3% | +$533K | 0.25% | 71 |
|
|
2024
Q2 | $16.7M | Buy |
65,404
+631
| +1% | +$161K | 0.22% | 89 |
|
|
2024
Q1 | $18.3M | Buy |
64,773
+3,705
| +6% | +$1.04M | 0.25% | 78 |
|
|
2023
Q4 | $18.1M | Buy |
61,068
+389
| +0.6% | +$115K | 0.28% | 77 |
|
|
2023
Q3 | $16M | Buy |
60,679
+678
| +1% | +$179K | 0.28% | 68 |
|
|
2023
Q2 | $17.9M | Sell |
60,001
-3,307
| -5% | -$987K | 0.32% | 62 |
|
|
2023
Q1 | $17.7M | Buy |
63,308
+6,909
| +12% | +$1.93M | 0.34% | 61 |
|
|
2022
Q4 | $14.9M | Buy |
56,399
+169
| +0.3% | +$44.5K | 0.3% | 69 |
|
|
2022
Q3 | $13M | Buy |
56,230
+1,226
| +2% | +$283K | 0.29% | 72 |
|
|
2022
Q2 | $13.6M | Buy |
55,004
+4,237
| +8% | +$1.05M | 0.28% | 72 |
|
|
2022
Q1 | $12.6M | Sell |
50,767
-1,630
| -3% | -$403K | 0.22% | 104 |
|
|
2021
Q4 | $14M | Buy |
52,397
+5,292
| +11% | +$1.42M | 0.25% | 90 |
|
|
2021
Q3 | $11.4M | Buy |
47,105
+13,480
| +40% | +$3.25M | 0.21% | 116 |
|
|
2021
Q2 | $7.77M | Buy |
33,625
+2,852
| +9% | +$659K | 0.15% | 154 |
|
|
2021
Q1 | $6.9M | Sell |
30,773
-3,849
| -11% | -$863K | 0.15% | 154 |
|
|
2020
Q4 | $7.43M | Buy |
34,622
+10,118
| +41% | +$2.17M | 0.18% | 136 |
|
|
2020
Q3 | $5.38M | Sell |
24,504
-241
| -1% | -$52.9K | 0.16% | 145 |
|
|
2020
Q2 | $4.57M | Buy |
+24,745
| New | +$4.57M | 0.16% | 156 |
|
|
2020
Q1 | – | Sell |
-42,945
| Closed | -$8.49M | – | 931 |
|
|
2019
Q4 | $8.49M | Buy |
42,945
+3,750
| +10% | +$741K | 0.23% | 98 |
|
|
2019
Q3 | $8.42M | Buy |
39,195
+7,110
| +22% | +$1.53M | 0.3% | 71 |
|
|
2019
Q2 | $7.04M | Buy |
32,085
+4,409
| +16% | +$967K | 0.26% | 83 |
|
|
2019
Q1 | $5.26M | Buy |
27,676
+3,538
| +15% | +$672K | 0.22% | 91 |
|
|
2018
Q4 | $4.29M | Buy |
24,138
+126
| +0.5% | +$22.4K | 0.19% | 84 |
|
|
2018
Q3 | $4.02M | Sell |
24,012
-216
| -0.9% | -$36.1K | 0.16% | 113 |
|
|
2018
Q2 | $3.8M | Buy |
24,228
+959
| +4% | +$150K | 0.17% | 113 |
|
|
2018
Q1 | $3.64M | Buy |
23,269
+1,602
| +7% | +$251K | 0.18% | 109 |
|
|
2017
Q4 | $3.73M | Buy |
21,667
+185
| +0.9% | +$31.8K | 0.19% | 105 |
|
|
2017
Q3 | $3.37M | Sell |
21,482
-474
| -2% | -$74.3K | 0.18% | 105 |
|
|
2017
Q2 | $3.36M | Sell |
21,956
-661
| -3% | -$101K | 0.21% | 90 |
|
|
2017
Q1 | $2.93M | Buy |
22,617
+2,489
| +12% | +$323K | 0.19% | 104 |
|
|
2016
Q4 | $2.45M | Buy |
20,128
+1,792
| +10% | +$218K | 0.19% | 98 |
|
|
2016
Q3 | $2.12M | Buy |
18,336
+1,049
| +6% | +$121K | 0.19% | 85 |
|
|
2016
Q2 | $2.09M | Buy |
17,287
+2,957
| +21% | +$358K | 0.23% | 68 |
|
|
2016
Q1 | $1.8M | Sell |
14,330
-515
| -3% | -$64.7K | 0.2% | 76 |
|
|
2015
Q4 | $1.71M | Buy |
14,845
+506
| +4% | +$58.4K | 0.19% | 83 |
|
|
2015
Q3 | $1.41M | Sell |
14,339
-967
| -6% | -$95.3K | 0.2% | 81 |
|
|
2015
Q2 | $1.46M | Sell |
15,306
-1,592
| -9% | -$151K | 0.17% | 84 |
|
|
2015
Q1 | $1.65M | Sell |
16,898
-456
| -3% | -$44.4K | 0.19% | 79 |
|
|
2014
Q4 | $1.63M | Sell |
17,354
-779
| -4% | -$73K | 0.17% | 92 |
|
|
2014
Q3 | $1.72M | Buy |
18,133
+2,610
| +17% | +$247K | 0.18% | 103 |
|
|
2014
Q2 | $1.56M | Sell |
15,523
-14,597
| -48% | -$1.47M | 0.16% | 120 |
|
|
2014
Q1 | $2.95M | Buy |
30,120
+3,961
| +15% | +$388K | 0.3% | 49 |
|
|
2013
Q4 | $2.54M | Buy |
26,159
+3,554
| +16% | +$345K | 0.25% | 61 |
|
|
2013
Q3 | $2.18M | Buy |
22,605
+8,595
| +61% | +$827K | 0.23% | 66 |
|
|
2013
Q2 | $1.39M | Buy |
+14,010
| New | +$1.39M | 0.17% | 80 |
|