Bedell Frazier Investment Counselling’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 | $1.63M | Sell |
5,570
-225
| -4% | -$65.7K | 0.41% | 55 |
|
|
2025
Q1 | $1.81M | Sell |
5,795
-55
| -0.9% | -$17.2K | 0.46% | 47 |
|
|
2024
Q4 | $1.7M | Sell |
5,850
-20
| -0.3% | -$5.8K | 0.42% | 52 |
|
|
2024
Q3 | $1.79M | Sell |
5,870
-24
| -0.4% | -$7.31K | 0.43% | 51 |
|
|
2024
Q2 | $1.5M | Buy |
5,894
+25
| +0.4% | +$6.37K | 0.36% | 57 |
|
|
2024
Q1 | $1.65M | Sell |
5,869
-40
| -0.7% | -$11.3K | 0.41% | 54 |
|
|
2023
Q4 | $1.75M | Sell |
5,909
-25
| -0.4% | -$7.41K | 0.48% | 47 |
|
|
2023
Q3 | $1.56M | Sell |
5,934
-85
| -1% | -$22.4K | 0.47% | 44 |
|
|
2023
Q2 | $1.8M | Sell |
6,019
-1,263
| -17% | -$377K | 0.53% | 41 |
|
|
2023
Q1 | $2.04M | Sell |
7,282
-140
| -2% | -$39.1K | 0.6% | 37 |
|
|
2022
Q4 | $1.96M | Buy |
7,422
+65
| +0.9% | +$17.1K | 0.51% | 44 |
|
|
2022
Q3 | $1.7M | Buy |
7,357
+6,002
| +443% | +$1.39M | 0.48% | 47 |
|
|
2022
Q2 | $335K | Buy |
1,355
+50
| +4% | +$12.4K | 0.1% | 66 |
|
|
2022
Q1 | $323K | Sell |
1,305
-31
| -2% | -$7.67K | 0.08% | 77 |
|
|
2021
Q4 | $358K | Buy |
1,336
+31
| +2% | +$8.31K | 0.09% | 83 |
|
|
2021
Q3 | $315K | Hold |
1,305
| – | – | 0.09% | 78 |
|
|
2021
Q2 | $301K | Hold |
1,305
| – | – | 0.08% | 83 |
|
|
2021
Q1 | $293K | Hold |
1,305
| – | – | 0.08% | 76 |
|
|
2020
Q4 | $280K | Hold |
1,305
| – | – | 0.09% | 72 |
|
|
2020
Q3 | $286K | Hold |
1,305
| – | – | 0.1% | 64 |
|
|
2020
Q2 | $241K | Hold |
1,305
| – | – | 0.1% | 59 |
|
|
2020
Q1 | $216K | Sell |
1,305
-7
| -0.5% | -$1.16K | 0.1% | 50 |
|
|
2019
Q4 | $282K | Hold |
1,312
| – | – | 0.11% | 49 |
|
|
2019
Q3 | $282K | Hold |
1,312
| – | – | 0.11% | 51 |
|
|
2019
Q2 | $272K | Hold |
1,312
| – | – | 0.1% | 47 |
|
|
2019
Q1 | $249K | Buy |
1,312
+67
| +5% | +$12.7K | 0.1% | 49 |
|
|
2018
Q4 | $221K | Buy |
1,245
+15
| +1% | +$2.66K | 0.09% | 46 |
|
|
2018
Q3 | $206K | Buy |
+1,230
| New | +$206K | 0.06% | 57 |
|
|
2018
Q1 | – | Sell |
-1,230
| Closed | -$212K | – | 54 |
|
|
2017
Q4 | $212K | Buy |
+1,230
| New | +$212K | 0.08% | 48 |
|
|
2015
Q1 | – | Sell |
-55,887
| Closed | -$5.24M | – | 78 |
|
|
2014
Q4 | $5.24M | Sell |
55,887
-2,958
| -5% | -$277K | 2.57% | 13 |
|
|
2014
Q3 | $5.58M | Buy |
58,845
+1,102
| +2% | +$104K | 2.61% | 13 |
|
|
2014
Q2 | $5.82M | Sell |
57,743
-593
| -1% | -$59.7K | 2.95% | 11 |
|
|
2014
Q1 | $5.72M | Buy |
58,336
+2,135
| +4% | +$209K | 3.21% | 6 |
|
|
2013
Q4 | $5.45M | Sell |
56,201
-387
| -0.7% | -$37.5K | 2.56% | 11 |
|
|
2013
Q3 | $5.44M | Buy |
56,588
+200
| +0.4% | +$19.2K | 2.62% | 10 |
|
|
2013
Q2 | $5.47M | Buy |
+56,388
| New | +$5.47M | 2.72% | 10 |
|