Berkeley Capital Partners’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 | $1.69M | Sell |
5,792
-28
| -0.5% | -$8.18K | 0.43% | 43 |
|
|
2025
Q1 | $1.82M | Buy |
5,820
+153
| +3% | +$47.8K | 0.5% | 39 |
|
|
2024
Q4 | $1.64M | Buy |
5,667
+231
| +4% | +$67K | 0.46% | 39 |
|
|
2024
Q3 | $1.66M | Buy |
5,436
+103
| +2% | +$31.4K | 0.47% | 40 |
|
|
2024
Q2 | $1.36M | Sell |
5,333
-18
| -0.3% | -$4.59K | 0.41% | 45 |
|
|
2024
Q1 | $1.51M | Sell |
5,351
-27
| -0.5% | -$7.61K | 0.46% | 42 |
|
|
2023
Q4 | $1.59M | Sell |
5,378
-105
| -2% | -$31.1K | 0.53% | 30 |
|
|
2023
Q3 | $1.44M | Buy |
5,483
+59
| +1% | +$15.5K | 0.52% | 35 |
|
|
2023
Q2 | $1.62M | Sell |
5,424
-55
| -1% | -$16.4K | 0.57% | 31 |
|
|
2023
Q1 | $1.53M | Buy |
5,479
+249
| +5% | +$69.6K | 0.57% | 32 |
|
|
2022
Q4 | $1.38M | Buy |
5,230
+79
| +2% | +$20.8K | 0.53% | 37 |
|
|
2022
Q3 | $1.19M | Buy |
5,151
+81
| +2% | +$18.7K | 0.51% | 34 |
|
|
2022
Q2 | $1.25M | Buy |
5,070
+59
| +1% | +$14.6K | 0.52% | 29 |
|
|
2022
Q1 | $1.24M | Buy |
5,011
+1,831
| +58% | +$453K | 0.49% | 30 |
|
|
2021
Q4 | $853K | Buy |
3,180
+214
| +7% | +$57.4K | 0.35% | 45 |
|
|
2021
Q3 | $715K | Sell |
2,966
-8
| -0.3% | -$1.93K | 0.33% | 47 |
|
|
2021
Q2 | $687K | Sell |
2,974
-51
| -2% | -$11.8K | 0.31% | 49 |
|
|
2021
Q1 | $678K | Buy |
3,025
+10
| +0.3% | +$2.24K | 0.33% | 51 |
|
|
2020
Q4 | $647K | Sell |
3,015
-15
| -0.5% | -$3.22K | 0.33% | 49 |
|
|
2020
Q3 | $665K | Sell |
3,030
-4
| -0.1% | -$878 | 0.41% | 38 |
|
|
2020
Q2 | $560K | Sell |
3,034
-159
| -5% | -$29.3K | 0.35% | 53 |
|
|
2020
Q1 | $528K | Sell |
3,193
-43
| -1% | -$7.11K | 0.36% | 59 |
|
|
2019
Q4 | $639K | Buy |
3,236
+77
| +2% | +$15.2K | 0.33% | 66 |
|
|
2019
Q3 | $678K | Buy |
3,159
+57
| +2% | +$12.2K | 0.36% | 61 |
|
|
2019
Q2 | $644K | Sell |
3,102
-8
| -0.3% | -$1.66K | 0.3% | 65 |
|
|
2019
Q1 | $591K | Sell |
3,110
-171
| -5% | -$32.5K | 0.29% | 66 |
|
|
2018
Q4 | $583K | Buy |
3,281
+675
| +26% | +$120K | 0.32% | 60 |
|
|
2018
Q3 | $436K | Buy |
2,606
+49
| +2% | +$8.2K | 0.25% | 81 |
|
|
2018
Q2 | $400K | Buy |
2,557
+269
| +12% | +$42.1K | 0.23% | 84 |
|
|
2018
Q1 | $357K | Buy |
2,288
+57
| +3% | +$8.89K | 0.21% | 93 |
|
|
2017
Q4 | $384K | Sell |
2,231
-56
| -2% | -$9.64K | 0.25% | 93 |
|
|
2017
Q3 | $358K | Sell |
2,287
-20
| -0.9% | -$3.13K | 0.24% | 96 |
|
|
2017
Q2 | $353K | Sell |
2,307
-5
| -0.2% | -$765 | 0.24% | 90 |
|
|
2017
Q1 | $300K | Buy |
2,312
+12
| +0.5% | +$1.56K | 0.2% | 96 |
|
|
2016
Q4 | $280K | Sell |
2,300
-21
| -0.9% | -$2.56K | 0.2% | 94 |
|
|
2016
Q3 | $264K | Sell |
2,321
-104
| -4% | -$11.8K | 0.19% | 92 |
|
|
2016
Q2 | $288K | Sell |
2,425
-147
| -6% | -$17.5K | 0.2% | 90 |
|
|
2016
Q1 | $323K | Buy |
2,572
+253
| +11% | +$31.8K | 0.23% | 75 |
|
|
2015
Q4 | $274K | Buy |
+2,319
| New | +$274K | 0.22% | 85 |
|