Beck Mack & Oliver’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 | $644K | Buy |
2,205
+50
| +2% | +$14.6K | 0.01% | 123 |
|
2025
Q1 | $673K | Buy |
2,155
+910
| +73% | +$284K | 0.01% | 120 |
|
2024
Q4 | $361K | Buy |
1,245
+100
| +9% | +$29K | 0.01% | 144 |
|
2024
Q3 | $349K | Sell |
1,145
-1,400
| -55% | -$426K | 0.01% | 144 |
|
2024
Q2 | $649K | Sell |
2,545
-10
| -0.4% | -$2.55K | 0.01% | 118 |
|
2024
Q1 | $720K | Buy |
2,555
+55
| +2% | +$15.5K | 0.01% | 117 |
|
2023
Q4 | $741K | Hold |
2,500
| – | – | 0.02% | 118 |
|
2023
Q3 | $659K | Hold |
2,500
| – | – | 0.02% | 115 |
|
2023
Q2 | $746K | Hold |
2,500
| – | – | 0.02% | 114 |
|
2023
Q1 | $699K | Hold |
2,500
| – | – | 0.02% | 119 |
|
2022
Q4 | $659K | Hold |
2,500
| – | – | 0.02% | 124 |
|
2022
Q3 | $577K | Sell |
2,500
-12
| -0.5% | -$2.77K | 0.02% | 127 |
|
2022
Q2 | $620K | Sell |
2,512
-388
| -13% | -$95.8K | 0.02% | 125 |
|
2022
Q1 | $717K | Sell |
2,900
-831
| -22% | -$205K | 0.02% | 129 |
|
2021
Q4 | $1M | Sell |
3,731
-150
| -4% | -$40.2K | 0.02% | 117 |
|
2021
Q3 | $936K | Buy |
3,881
+150
| +4% | +$36.2K | 0.02% | 117 |
|
2021
Q2 | $862K | Hold |
3,731
| – | – | 0.02% | 121 |
|
2021
Q1 | $836K | Sell |
3,731
-33
| -0.9% | -$7.39K | 0.03% | 115 |
|
2020
Q4 | $808K | Hold |
3,764
| – | – | 0.03% | 118 |
|
2020
Q3 | $826K | Sell |
3,764
-40
| -1% | -$8.78K | 0.03% | 115 |
|
2020
Q2 | $702K | Hold |
3,804
| – | – | 0.03% | 119 |
|
2020
Q1 | $629K | Hold |
3,804
| – | – | 0.03% | 121 |
|
2019
Q4 | $752K | Sell |
3,804
-267
| -7% | -$52.8K | 0.02% | 127 |
|
2019
Q3 | $874K | Buy |
4,071
+80
| +2% | +$17.2K | 0.03% | 120 |
|
2019
Q2 | $829K | Sell |
3,991
-297
| -7% | -$61.7K | 0.03% | 127 |
|
2019
Q1 | $814K | Sell |
4,288
-112
| -3% | -$21.3K | 0.03% | 130 |
|
2018
Q4 | $781K | Buy |
4,400
+5
| +0.1% | +$888 | 0.03% | 126 |
|
2018
Q3 | $735K | Sell |
4,395
-394
| -8% | -$65.9K | 0.02% | 143 |
|
2018
Q2 | $750K | Hold |
4,789
| – | – | 0.03% | 136 |
|
2018
Q1 | $749K | Sell |
4,789
-200
| -4% | -$31.3K | 0.03% | 132 |
|
2017
Q4 | $859K | Sell |
4,989
-83
| -2% | -$14.3K | 0.03% | 126 |
|
2017
Q3 | $795K | Sell |
5,072
-501
| -9% | -$78.5K | 0.03% | 133 |
|
2017
Q2 | $854K | Sell |
5,573
-300
| -5% | -$46K | 0.03% | 124 |
|
2017
Q1 | $761K | Hold |
5,873
| – | – | 0.03% | 129 |
|
2016
Q4 | $715K | Hold |
5,873
| – | – | 0.03% | 133 |
|
2016
Q3 | $678K | Hold |
5,873
| – | – | 0.02% | 144 |
|
2016
Q2 | $707K | Sell |
5,873
-400
| -6% | -$48.2K | 0.03% | 169 |
|
2016
Q1 | $788K | Sell |
6,273
-360
| -5% | -$45.2K | 0.03% | 162 |
|
2015
Q4 | $784K | Sell |
6,633
-6,853
| -51% | -$810K | 0.03% | 166 |
|
2015
Q3 | $1.33M | Sell |
13,486
-1,400
| -9% | -$138K | 0.04% | 142 |
|
2015
Q2 | $1.42M | Hold |
14,886
| – | – | 0.04% | 145 |
|
2015
Q1 | $1.45M | Sell |
14,886
-100
| -0.7% | -$9.74K | 0.04% | 144 |
|
2014
Q4 | $1.4M | Buy |
14,986
+625
| +4% | +$58.6K | 0.03% | 149 |
|
2014
Q3 | $1.36M | Buy |
14,361
+1,460
| +11% | +$138K | 0.03% | 156 |
|
2014
Q2 | $1.3M | Buy |
12,901
+4,632
| +56% | +$467K | 0.03% | 155 |
|
2014
Q1 | $811K | Sell |
8,269
-420
| -5% | -$41.2K | 0.02% | 201 |
|
2013
Q4 | $843K | Sell |
8,689
-1,704
| -16% | -$165K | 0.02% | 201 |
|
2013
Q3 | $1M | Buy |
10,393
+2,124
| +26% | +$204K | 0.03% | 175 |
|
2013
Q2 | $819K | Buy |
+8,269
| New | +$819K | 0.02% | 187 |
|