Bellecapital’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.88M | Buy |
6,056
+150
| +3% | +$47.8K | 0.34% | 47 |
|
|
2025
Q4 | $1.81M | Buy |
5,906
+1,356
| +30% | +$415K | 0.32% | 44 |
|
|
2025
Q3 | $1.38M | Buy |
+4,550
| New | +$1.38M | 0.22% | 52 |
|
|
2025
Q1 | – | Sell |
-1,520
| Closed | -$441K | – | 151 |
|
|
2024
Q4 | $441K | Sell |
1,520
-382
| -20% | -$114K | 0.08% | 90 |
|
|
2024
Q3 | $579K | Sell |
1,902
-878
| -32% | -$242K | 0.11% | 87 |
|
|
2024
Q2 | $708K | Sell |
2,780
-39
| -1% | -$10.3K | 0.15% | 84 |
|
|
2024
Q1 | $795K | Sell |
2,819
-152
| -5% | -$44.2K | 0.18% | 80 |
|
|
2023
Q4 | $881K | Buy |
2,971
+17
| +0.6% | +$4.63K | 0.2% | 71 |
|
|
2023
Q3 | $778K | Sell |
2,954
-92
| -3% | -$26.2K | 0.2% | 78 |
|
|
2023
Q2 | $909K | Sell |
3,046
-147
| -5% | -$42.7K | 0.22% | 70 |
|
|
2023
Q1 | $893K | Sell |
3,193
-41
| -1% | -$11K | 0.22% | 78 |
|
|
2022
Q4 | $852K | Hold |
3,234
| – | – | 0.24% | 78 |
|
|
2022
Q3 | $746K | Sell |
3,234
-1,494
| -32% | -$382K | 0.23% | 74 |
|
|
2022
Q2 | $1.17M | Sell |
4,728
-413
| -8% | -$102K | 0.33% | 62 |
|
|
2022
Q1 | $1.27M | Buy |
5,141
+184
| +4% | +$45.8K | 0.4% | 54 |
|
|
2021
Q4 | $1.33M | Sell |
4,957
-159
| -3% | -$40.1K | 0.38% | 57 |
|
|
2021
Q3 | $1.23M | Sell |
5,116
-1,213
| -19% | -$290K | 0.38% | 57 |
|
|
2021
Q2 | $1.46M | Sell |
6,329
-28
| -0.4% | -$6.52K | 0.44% | 50 |
|
|
2021
Q1 | $1.43M | Sell |
6,357
-1,420
| -18% | -$304K | 0.44% | 48 |
|
|
2020
Q4 | $1.67M | Buy |
7,777
+456
| +6% | +$99.2K | 0.56% | 42 |
|
|
2020
Q3 | $1.61M | Buy |
7,321
+632
| +9% | +$130K | 0.74% | 34 |
|
|
2020
Q2 | $1.23M | Sell |
6,689
-921
| -12% | -$169K | 0.58% | 38 |
|
|
2020
Q1 | $1.26M | Buy |
7,610
+1,687
| +28% | +$332K | 0.8% | 31 |
|
|
2019
Q4 | $1.17M | Buy |
5,923
+1,208
| +26% | +$240K | 0.6% | 39 |
|
|
2019
Q3 | $1.01M | Buy |
4,715
+523
| +12% | +$112K | 0.61% | 37 |
|
|
2019
Q2 | $871K | Buy |
4,192
+565
| +16% | +$112K | 0.54% | 39 |
|
|
2019
Q1 | $689K | Sell |
3,627
-233
| -6% | -$42.3K | 0.44% | 51 |
|
|
2018
Q4 | $685K | Buy |
3,860
+214
| +6% | +$38K | 0.49% | 42 |
|
|
2018
Q3 | $610K | Sell |
3,646
-1,447
| -28% | -$232K | 0.4% | 47 |
|
|
2018
Q2 | $798K | Buy |
+5,093
| New | +$826K | 0.58% | 32 |
|
|
2018
Q1 | – | Sell |
-4,903
| Closed | -$844K | – | 89 |
|
|
2017
Q4 | $844K | Buy |
+4,903
| New | +$823K | 0.68% | 31 |
|
|
2017
Q3 | – | Sell |
-4,500
| Closed | -$689K | – | 77 |
|
|
2017
Q2 | $689K | Hold |
4,500
| – | – | 0.6% | 34 |
|
|
2017
Q1 | $583K | Hold |
4,500
| – | – | 0.54% | 40 |
|
|
2016
Q4 | $548K | Hold |
4,500
| – | – | 0.49% | 41 |
|
|
2016
Q3 | $505K | Hold |
4,500
| – | – | 0.56% | 39 |
|
|
2016
Q2 | $542K | Hold |
4,500
| – | – | 0.59% | 35 |
|
|
2016
Q1 | $545K | Hold |
4,500
| – | – | 0.73% | 30 |
|
|
2015
Q4 | $532K | Sell |
4,500
-1,500
| -25% | -$168K | 0.68% | 32 |
|
|
2015
Q3 | $591K | Hold |
6,000
| – | – | 0.87% | 27 |
|
|
2015
Q2 | $570K | Hold |
6,000
| – | – | 0.73% | 31 |
|
|
2015
Q1 | $585K | Hold |
6,000
| – | – | 0.78% | 34 |
|
|
2014
Q4 | $562K | Sell |
6,000
-3,500
| -37% | -$328K | 0.76% | 35 |
|
|
2014
Q3 | $901K | Hold |
9,500
| – | – | 1.05% | 26 |
|
|
2014
Q2 | $957K | Hold |
9,500
| – | – | 0.94% | 31 |
|
|
2014
Q1 | $931K | Hold |
9,500
| – | – | 0.81% | 36 |
|
|
2013
Q4 | $922K | Buy |
+9,500
| New | +$913K | 0.88% | 31 |
|
Other funds holding MCD
VCM
VPM
DAM