Blue Chip 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 | $5.34M | Sell |
18,274
-152
| -0.8% | -$44.4K | 0.44% | 43 |
|
2025
Q1 | $5.76M | Sell |
18,426
-1,268
| -6% | -$396K | 0.5% | 46 |
|
2024
Q4 | $5.71M | Sell |
19,694
-3,163
| -14% | -$917K | 0.49% | 43 |
|
2024
Q3 | $6.96M | Sell |
22,857
-64,453
| -74% | -$19.6M | 0.6% | 44 |
|
2024
Q2 | $22.2M | Buy |
87,310
+3,349
| +4% | +$853K | 2.06% | 18 |
|
2024
Q1 | $23.7M | Buy |
83,961
+2,270
| +3% | +$640K | 2.3% | 17 |
|
2023
Q4 | $24.2M | Buy |
81,691
+275
| +0.3% | +$81.5K | 2.53% | 13 |
|
2023
Q3 | $21.4M | Buy |
81,416
+1,212
| +2% | +$319K | 2.56% | 11 |
|
2023
Q2 | $23.9M | Buy |
80,204
+395
| +0.5% | +$118K | 2.72% | 9 |
|
2023
Q1 | $22.3M | Buy |
79,809
+669
| +0.8% | +$187K | 2.65% | 12 |
|
2022
Q4 | $20.9M | Buy |
79,140
+1,174
| +2% | +$309K | 2.6% | 12 |
|
2022
Q3 | $18M | Buy |
77,966
+2,229
| +3% | +$514K | 2.47% | 13 |
|
2022
Q2 | $18.7M | Buy |
75,737
+2,456
| +3% | +$606K | 2.38% | 13 |
|
2022
Q1 | $18.1M | Buy |
73,281
+4,613
| +7% | +$1.14M | 2.25% | 16 |
|
2021
Q4 | $18.4M | Buy |
68,668
+1,988
| +3% | +$533K | 2.31% | 18 |
|
2021
Q3 | $16.1M | Buy |
66,680
+2,142
| +3% | +$516K | 2.26% | 21 |
|
2021
Q2 | $14.9M | Buy |
64,538
+1,695
| +3% | +$392K | 2.13% | 23 |
|
2021
Q1 | $14.1M | Sell |
62,843
-206
| -0.3% | -$46.2K | 2.16% | 25 |
|
2020
Q4 | $13.5M | Buy |
63,049
+7,791
| +14% | +$1.67M | 2.12% | 25 |
|
2020
Q3 | $12.1M | Buy |
55,258
+3,980
| +8% | +$874K | 2.16% | 24 |
|
2020
Q2 | $9.46M | Buy |
51,278
+12,829
| +33% | +$2.37M | 1.85% | 28 |
|
2020
Q1 | $6.36M | Buy |
38,449
+4,980
| +15% | +$824K | 1.58% | 26 |
|
2019
Q4 | $6.61M | Sell |
33,469
-778
| -2% | -$154K | 1.26% | 32 |
|
2019
Q3 | $7.35M | Sell |
34,247
-287
| -0.8% | -$61.6K | 1.56% | 30 |
|
2019
Q2 | $7.17M | Sell |
34,534
-352
| -1% | -$73.1K | 1.61% | 30 |
|
2019
Q1 | $6.63M | Sell |
34,886
-748
| -2% | -$142K | 1.57% | 29 |
|
2018
Q4 | $6.33M | Sell |
35,634
-1,304
| -4% | -$232K | 1.59% | 23 |
|
2018
Q3 | $6.18M | Sell |
36,938
-1,582
| -4% | -$265K | 1.51% | 29 |
|
2018
Q2 | $6.04M | Sell |
38,520
-2,587
| -6% | -$405K | 1.6% | 24 |
|
2018
Q1 | $6.43M | Buy |
41,107
+383
| +0.9% | +$59.9K | 1.78% | 17 |
|
2017
Q4 | $7.01M | Sell |
40,724
-392
| -1% | -$67.5K | 2.07% | 13 |
|
2017
Q3 | $6.44M | Buy |
41,116
+164
| +0.4% | +$25.7K | 2.07% | 14 |
|
2017
Q2 | $6.27M | Buy |
40,952
+233
| +0.6% | +$35.7K | 2.19% | 10 |
|
2017
Q1 | $5.28M | Sell |
40,719
-946
| -2% | -$123K | 2% | 12 |
|
2016
Q4 | $5.07M | Sell |
41,665
-2,632
| -6% | -$320K | 1.99% | 11 |
|
2016
Q3 | $5.11M | Sell |
44,297
-229
| -0.5% | -$26.4K | 2.26% | 10 |
|
2016
Q2 | $5.36M | Buy |
44,526
+109
| +0.2% | +$13.1K | 2.41% | 7 |
|
2016
Q1 | $5.58M | Sell |
44,417
-481
| -1% | -$60.4K | 2.72% | 6 |
|
2015
Q4 | $5.3M | Buy |
44,898
+510
| +1% | +$60.2K | 2.76% | 6 |
|
2015
Q3 | $4.37M | Buy |
44,388
+2,224
| +5% | +$219K | 2.78% | 6 |
|
2015
Q2 | $4.01M | Buy |
42,164
+3,327
| +9% | +$316K | 2.56% | 8 |
|
2015
Q1 | $3.78M | Sell |
38,837
-388
| -1% | -$37.8K | 2.56% | 10 |
|
2014
Q4 | $3.68M | Buy |
+39,225
| New | +$3.68M | 2.56% | 10 |
|