Badgley Phelps Wealth Managers’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 | $16M | Buy |
54,685
+1,503
| +3% | +$439K | 0.35% | 77 |
|
|
2025
Q1 | $16.6M | Sell |
53,182
-540
| -1% | -$169K | 0.4% | 71 |
|
|
2024
Q4 | $15.6M | Sell |
53,722
-28,018
| -34% | -$8.12M | 0.36% | 78 |
|
|
2024
Q3 | $24.9M | Buy |
81,740
+754
| +0.9% | +$230K | 0.58% | 52 |
|
|
2024
Q2 | $20.6M | Buy |
80,986
+249
| +0.3% | +$63.5K | 0.51% | 60 |
|
|
2024
Q1 | $22.8M | Buy |
80,737
+1,722
| +2% | +$486K | 0.57% | 55 |
|
|
2023
Q4 | $23.4M | Buy |
79,015
+4,844
| +7% | +$1.44M | 0.64% | 49 |
|
|
2023
Q3 | $19.5M | Buy |
74,171
+2,443
| +3% | +$644K | 0.67% | 48 |
|
|
2023
Q2 | $21.4M | Buy |
71,728
+471
| +0.7% | +$141K | 0.71% | 44 |
|
|
2023
Q1 | $19.9M | Buy |
71,257
+1,098
| +2% | +$307K | 0.73% | 43 |
|
|
2022
Q4 | $18.5M | Buy |
70,159
+483
| +0.7% | +$127K | 0.74% | 45 |
|
|
2022
Q3 | $16.1M | Buy |
69,676
+1,160
| +2% | +$268K | 0.69% | 48 |
|
|
2022
Q2 | $16.9M | Sell |
68,516
-550
| -0.8% | -$136K | 0.7% | 50 |
|
|
2022
Q1 | $17.1M | Sell |
69,066
-223
| -0.3% | -$55.1K | 0.59% | 56 |
|
|
2021
Q4 | $18.6M | Buy |
69,289
+1,509
| +2% | +$405K | 0.6% | 59 |
|
|
2021
Q3 | $16.3M | Buy |
+67,780
| New | +$16.3M | 0.59% | 57 |
|