BBR 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 | $2.04M | Sell |
6,991
-9
| -0.1% | -$2.63K | 0.13% | 71 |
|
|
2025
Q1 | $2.19M | Hold |
7,000
| – | – | 0.15% | 60 |
|
|
2024
Q4 | $2.03M | Buy |
7,000
+2,013
| +40% | +$584K | 0.14% | 63 |
|
|
2024
Q3 | $1.52M | Sell |
4,987
-57
| -1% | -$17.4K | 0.12% | 63 |
|
|
2024
Q2 | $1.29M | Sell |
5,044
-1,598
| -24% | -$407K | 0.11% | 67 |
|
|
2024
Q1 | $1.87M | Buy |
6,642
+2,897
| +77% | +$817K | 0.15% | 66 |
|
|
2023
Q4 | $1.11M | Sell |
3,745
-258
| -6% | -$76.5K | 0.11% | 64 |
|
|
2023
Q3 | $1.05M | Sell |
4,003
-2,605
| -39% | -$686K | 0.12% | 59 |
|
|
2023
Q2 | $1.97M | Sell |
6,608
-38
| -0.6% | -$11.3K | 0.22% | 43 |
|
|
2023
Q1 | $1.86M | Sell |
6,646
-199
| -3% | -$55.6K | 0.21% | 42 |
|
|
2022
Q4 | $1.8M | Sell |
6,845
-732
| -10% | -$193K | 0.2% | 44 |
|
|
2022
Q3 | $1.75M | Sell |
7,577
-2,070
| -21% | -$478K | 0.22% | 49 |
|
|
2022
Q2 | $2.38M | Buy |
9,647
+500
| +5% | +$123K | 0.28% | 44 |
|
|
2022
Q1 | $2.26M | Buy |
9,147
+2,752
| +43% | +$681K | 0.21% | 57 |
|
|
2021
Q4 | $1.71M | Sell |
6,395
-924
| -13% | -$248K | 0.2% | 60 |
|
|
2021
Q3 | $1.77M | Buy |
7,319
+84
| +1% | +$20.3K | 0.15% | 60 |
|
|
2021
Q2 | $1.67M | Sell |
7,235
-295
| -4% | -$68.1K | 0.13% | 59 |
|
|
2021
Q1 | $1.69M | Buy |
7,530
+312
| +4% | +$69.9K | 0.14% | 59 |
|
|
2020
Q4 | $1.55M | Sell |
7,218
-1,209
| -14% | -$259K | 0.13% | 54 |
|
|
2020
Q3 | $1.85M | Buy |
8,427
+1,852
| +28% | +$407K | 0.16% | 47 |
|
|
2020
Q2 | $1.21M | Sell |
6,575
-4,429
| -40% | -$817K | 0.15% | 64 |
|
|
2020
Q1 | $1.82M | Sell |
11,004
-32
| -0.3% | -$5.29K | 0.27% | 45 |
|
|
2019
Q4 | $2.18M | Buy |
11,036
+7,719
| +233% | +$1.53M | 0.24% | 49 |
|
|
2019
Q3 | $712K | Buy |
3,317
+41
| +1% | +$8.8K | 0.11% | 59 |
|
|
2019
Q2 | $680K | Sell |
3,276
-250
| -7% | -$51.9K | 0.11% | 56 |
|
|
2019
Q1 | $670K | Sell |
3,526
-719
| -17% | -$137K | 0.09% | 78 |
|
|
2018
Q4 | $754K | Buy |
4,245
+970
| +30% | +$172K | 0.1% | 80 |
|
|
2018
Q3 | $548K | Hold |
3,275
| – | – | 0.08% | 66 |
|
|
2018
Q2 | $513K | Sell |
3,275
-872
| -21% | -$137K | 0.09% | 58 |
|
|
2018
Q1 | $649K | Buy |
+4,147
| New | +$649K | 0.12% | 42 |
|