Biltmore Family Office’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 | $824K | Sell |
2,819
-1,833
| -39% | -$536K | 0.14% | 95 |
|
|
2025
Q1 | $1.45M | Buy |
4,652
+1,500
| +48% | +$469K | 0.25% | 68 |
|
|
2024
Q4 | $914K | Sell |
3,152
-47
| -1% | -$13.6K | 0.15% | 89 |
|
|
2024
Q3 | $974K | Buy |
3,199
+478
| +18% | +$146K | 0.17% | 87 |
|
|
2024
Q2 | $693K | Buy |
2,721
+939
| +53% | +$239K | 0.13% | 96 |
|
|
2024
Q1 | $502K | Hold |
1,782
| – | – | 0.1% | 110 |
|
|
2023
Q4 | $528K | Sell |
1,782
-40
| -2% | -$11.9K | 0.11% | 107 |
|
|
2023
Q3 | $480K | Buy |
1,822
+12
| +0.7% | +$3.16K | 0.11% | 114 |
|
|
2023
Q2 | $540K | Sell |
1,810
-28
| -2% | -$8.36K | 0.11% | 100 |
|
|
2023
Q1 | $514K | Hold |
1,838
| – | – | 0.11% | 121 |
|
|
2022
Q4 | $484K | Sell |
1,838
-150
| -8% | -$39.5K | 0.1% | 126 |
|
|
2022
Q3 | $459K | Buy |
1,988
+48
| +2% | +$11.1K | 0.11% | 105 |
|
|
2022
Q2 | $479K | Buy |
1,940
+77
| +4% | +$19K | 0.12% | 107 |
|
|
2022
Q1 | $461K | Sell |
1,863
-216
| -10% | -$53.4K | 0.1% | 114 |
|
|
2021
Q4 | $557K | Buy |
2,079
+256
| +14% | +$68.6K | 0.11% | 114 |
|
|
2021
Q3 | $440K | Sell |
1,823
-14
| -0.8% | -$3.38K | 0.11% | 113 |
|
|
2021
Q2 | $424K | Sell |
1,837
-40
| -2% | -$9.23K | 0.12% | 116 |
|
|
2021
Q1 | $421K | Sell |
1,877
-50
| -3% | -$11.2K | 0.13% | 110 |
|
|
2020
Q4 | $413K | Buy |
1,927
+200
| +12% | +$42.9K | 0.12% | 111 |
|
|
2020
Q3 | $379K | Sell |
1,727
-200
| -10% | -$43.9K | 0.21% | 95 |
|
|
2020
Q2 | $355K | Sell |
1,927
-209
| -10% | -$38.5K | 0.21% | 97 |
|
|
2020
Q1 | $353K | Sell |
2,136
-13,044
| -86% | -$2.16M | 0.23% | 101 |
|
|
2019
Q4 | $3M | Buy |
15,180
+215
| +1% | +$42.5K | 1.21% | 26 |
|
|
2019
Q3 | $3.21M | Buy |
14,965
+6,347
| +74% | +$1.36M | 1.39% | 22 |
|
|
2019
Q2 | $1.79M | Hold |
8,618
| – | – | 0.97% | 34 |
|
|
2019
Q1 | $1.64M | Hold |
8,618
| – | – | 0.83% | 41 |
|
|
2018
Q4 | $1.53M | Buy |
8,618
+63
| +0.7% | +$11.2K | 0.86% | 40 |
|
|
2018
Q3 | $1.43M | Hold |
8,555
| – | – | 0.68% | 44 |
|
|
2018
Q2 | $1.34M | Buy |
8,555
+109
| +1% | +$17.1K | 0.67% | 46 |
|
|
2018
Q1 | $1.32M | Hold |
8,446
| – | – | 0.59% | 54 |
|
|
2017
Q4 | $1.45M | Buy |
+8,446
| New | +$1.45M | 0.66% | 48 |
|