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