Bellecapital’s McDonald's MCD Stock Holding History

Bellecapital’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,520	Closed	-$441K	–	151
2024 Q4	$441K	Sell	1,520 -382	-20%	-$111K	0.08%	90
2024 Q3	$579K	Sell	1,902 -878	-32%	-$267K	0.11%	87
2024 Q2	$708K	Sell	2,780 -39	-1%	-$9.94K	0.15%	84
2024 Q1	$795K	Sell	2,819 -152	-5%	-$42.9K	0.18%	80
2023 Q4	$881K	Buy	2,971 +17	+0.6%	+$5.04K	0.2%	71
2023 Q3	$778K	Sell	2,954 -92	-3%	-$24.2K	0.2%	78
2023 Q2	$909K	Sell	3,046 -147	-5%	-$43.9K	0.22%	70
2023 Q1	$893K	Sell	3,193 -41	-1%	-$11.5K	0.22%	78
2022 Q4	$852K	Hold	3,234	–	–	0.24%	78
2022 Q3	$746K	Sell	3,234 -1,494	-32%	-$345K	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%	+$45.5K	0.4%	54
2021 Q4	$1.33M	Sell	4,957 -159	-3%	-$42.6K	0.38%	57
2021 Q3	$1.23M	Sell	5,116 -1,213	-19%	-$293K	0.38%	57
2021 Q2	$1.46M	Sell	6,329 -28	-0.4%	-$6.47K	0.44%	50
2021 Q1	$1.43M	Sell	6,357 -1,420	-18%	-$318K	0.44%	48
2020 Q4	$1.67M	Buy	7,777 +456	+6%	+$97.9K	0.56%	42
2020 Q3	$1.61M	Buy	7,321 +632	+9%	+$139K	0.74%	34
2020 Q2	$1.23M	Sell	6,689 -921	-12%	-$170K	0.58%	38
2020 Q1	$1.26M	Buy	7,610 +1,687	+28%	+$279K	0.8%	31
2019 Q4	$1.17M	Buy	5,923 +1,208	+26%	+$239K	0.6%	39
2019 Q3	$1.01M	Buy	4,715 +523	+12%	+$112K	0.61%	37
2019 Q2	$871K	Buy	4,192 +565	+16%	+$117K	0.54%	39
2019 Q1	$689K	Sell	3,627 -233	-6%	-$44.3K	0.44%	51
2018 Q4	$685K	Buy	3,860 +214	+6%	+$38K	0.49%	42
2018 Q3	$610K	Sell	3,646 -1,447	-28%	-$242K	0.4%	47
2018 Q2	$798K	Buy	+5,093	New	+$798K	0.58%	32
2018 Q1	–	Sell	-4,903	Closed	-$844K	–	89
2017 Q4	$844K	Buy	+4,903	New	+$844K	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%	-$177K	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	+$922K	0.88%	31