Beese Fulmer Investment Management’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 | $15.5M | Buy |
53,207
+861
| +2% | +$252K | 1.16% | 29 |
|
|
2025
Q1 | $16.4M | Buy |
52,346
+935
| +2% | +$292K | 1.41% | 24 |
|
|
2024
Q4 | $14.9M | Sell |
51,411
-150
| -0.3% | -$43.5K | 1.27% | 24 |
|
|
2024
Q3 | $15.7M | Sell |
51,561
-398
| -0.8% | -$121K | 1.35% | 22 |
|
|
2024
Q2 | $13.2M | Buy |
51,959
+728
| +1% | +$186K | 1.21% | 28 |
|
|
2024
Q1 | $14.4M | Buy |
51,231
+217
| +0.4% | +$61.2K | 1.36% | 26 |
|
|
2023
Q4 | $15.1M | Buy |
51,014
+618
| +1% | +$183K | 1.57% | 18 |
|
|
2023
Q3 | $13.3M | Sell |
50,396
-470
| -0.9% | -$124K | 1.5% | 20 |
|
|
2023
Q2 | $15.2M | Sell |
50,866
-245
| -0.5% | -$73.1K | 1.64% | 14 |
|
|
2023
Q1 | $14.3M | Buy |
51,111
+1,774
| +4% | +$496K | 1.63% | 16 |
|
|
2022
Q4 | $13M | Buy |
49,337
+2,264
| +5% | +$597K | 1.57% | 13 |
|
|
2022
Q3 | $10.9M | Buy |
47,073
+1,281
| +3% | +$296K | 1.46% | 20 |
|
|
2022
Q2 | $11.3M | Buy |
45,792
+24
| +0.1% | +$5.93K | 1.45% | 20 |
|
|
2022
Q1 | $11.3M | Sell |
45,768
-270
| -0.6% | -$66.8K | 1.23% | 25 |
|
|
2021
Q4 | $12.3M | Sell |
46,038
-279
| -0.6% | -$74.8K | 1.28% | 26 |
|
|
2021
Q3 | $11.2M | Buy |
46,317
+367
| +0.8% | +$88.5K | 1.26% | 23 |
|
|
2021
Q2 | $10.6M | Sell |
45,950
-263
| -0.6% | -$60.8K | 1.2% | 24 |
|
|
2021
Q1 | $10.4M | Sell |
46,213
-670
| -1% | -$150K | 1.24% | 22 |
|
|
2020
Q4 | $10.1M | Sell |
46,883
-1,236
| -3% | -$265K | 1.29% | 23 |
|
|
2020
Q3 | $10.6M | Sell |
48,119
-1,178
| -2% | -$259K | 1.5% | 19 |
|
|
2020
Q2 | $9.09M | Sell |
49,297
-2,298
| -4% | -$424K | 1.34% | 18 |
|
|
2020
Q1 | $8.53M | Sell |
51,595
-740
| -1% | -$122K | 1.51% | 16 |
|
|
2019
Q4 | $10.3M | Buy |
52,335
+1,012
| +2% | +$200K | 1.45% | 18 |
|
|
2019
Q3 | $11M | Buy |
51,323
+1,836
| +4% | +$394K | 1.66% | 13 |
|
|
2019
Q2 | $10.3M | Sell |
49,487
-177
| -0.4% | -$36.8K | 1.95% | 11 |
|
|
2019
Q1 | $9.43M | Sell |
49,664
-360
| -0.7% | -$68.4K | 1.86% | 10 |
|
|
2018
Q4 | $8.88M | Buy |
50,024
+1,324
| +3% | +$235K | 2% | 11 |
|
|
2018
Q3 | $8.15M | Buy |
48,700
+2,276
| +5% | +$381K | 1.6% | 15 |
|
|
2018
Q2 | $7.27M | Buy |
46,424
+2,711
| +6% | +$425K | 1.53% | 15 |
|
|
2018
Q1 | $6.84M | Buy |
43,713
+1,314
| +3% | +$205K | 1.5% | 15 |
|
|
2017
Q4 | $7.3M | Sell |
42,399
-52
| -0.1% | -$8.95K | 1.56% | 16 |
|
|
2017
Q3 | $6.65M | Buy |
42,451
+534
| +1% | +$83.7K | 1.52% | 17 |
|
|
2017
Q2 | $6.42M | Buy |
41,917
+402
| +1% | +$61.6K | 1.53% | 17 |
|
|
2017
Q1 | $5.38M | Buy |
41,515
+697
| +2% | +$90.3K | 1.31% | 26 |
|
|
2016
Q4 | $4.97M | Buy |
40,818
+760
| +2% | +$92.5K | 1.28% | 27 |
|
|
2016
Q3 | $4.62M | Buy |
40,058
+1,206
| +3% | +$139K | 1.25% | 30 |
|
|
2016
Q2 | $4.68M | Buy |
38,852
+239
| +0.6% | +$28.8K | 1.33% | 26 |
|
|
2016
Q1 | $4.94M | Buy |
38,613
+1,527
| +4% | +$195K | 1.44% | 22 |
|
|
2015
Q4 | $4.38M | Sell |
37,086
-526
| -1% | -$62.1K | 1.35% | 26 |
|
|
2015
Q3 | $3.71M | Buy |
37,612
+4,290
| +13% | +$423K | 1.22% | 28 |
|
|
2015
Q2 | $3.17M | Buy |
33,322
+2,346
| +8% | +$223K | 1.02% | 43 |
|
|
2015
Q1 | $3.02M | Buy |
30,976
+1,164
| +4% | +$113K | 1.01% | 42 |
|
|
2014
Q4 | $2.79M | Sell |
29,812
-32
| -0.1% | -$3K | 0.88% | 47 |
|
|
2014
Q3 | $2.83M | Buy |
29,844
+141
| +0.5% | +$13.4K | 0.92% | 42 |
|
|
2014
Q2 | $2.99M | Buy |
29,703
+1,061
| +4% | +$107K | 0.97% | 39 |
|
|
2014
Q1 | $2.81M | Buy |
28,642
+2,127
| +8% | +$209K | 0.98% | 38 |
|
|
2013
Q4 | $2.57M | Buy |
26,515
+925
| +4% | +$89.8K | 0.91% | 42 |
|
|
2013
Q3 | $2.46M | Buy |
25,590
+1,810
| +8% | +$174K | 0.97% | 39 |
|
|
2013
Q2 | $2.35M | Buy |
+23,780
| New | +$2.35M | 1.01% | 35 |
|