BOK Financial Private Wealth’s McDonald's MCD Stock Holding History

BOK Financial Private Wealth’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 Q2	$2.08M	Buy	7,114 +2,268	+47%	+$663K	0.14%	56
2025 Q1	$1.51M	Sell	4,846 -2,138	-31%	-$668K	0.11%	72
2024 Q4	$2.02M	Sell	6,984 -1,554	-18%	-$450K	0.15%	63
2024 Q3	$2.6M	Buy	8,538 +1,343	+19%	+$409K	0.19%	53
2024 Q2	$1.83M	Buy	7,195 +18	+0.3%	+$4.59K	0.13%	74
2024 Q1	$2.02M	Sell	7,177 -544	-7%	-$153K	0.15%	70
2023 Q4	$2.29M	Sell	7,721 -215	-3%	-$63.8K	0.19%	62
2023 Q3	$2.09M	Buy	7,936 +1,091	+16%	+$287K	0.18%	71
2023 Q2	$2.04M	Sell	6,845 -1,007	-13%	-$300K	0.17%	76
2023 Q1	$2.2M	Buy	7,852 +5,738	+271%	+$1.6M	0.18%	76
2022 Q4	$557K	Sell	2,114 -730	-26%	-$192K	0.05%	125
2022 Q3	$656K	Buy	2,844 +128	+5%	+$29.5K	0.06%	117
2022 Q2	$671K	Sell	2,716 -2,696	-50%	-$666K	0.06%	117
2022 Q1	$1.34M	Buy	5,412 +228	+4%	+$56.4K	0.1%	115
2021 Q4	$1.39M	Buy	5,184 +3,087	+147%	+$828K	0.1%	114
2021 Q3	$506K	Buy	2,097 +613	+41%	+$148K	0.04%	147
2021 Q2	$343K	Sell	1,484 -634	-30%	-$147K	0.03%	165
2021 Q1	$475K	Buy	2,118 +78	+4%	+$17.5K	0.04%	130
2020 Q4	$438K	Buy	2,040 +91	+5%	+$19.5K	0.04%	127
2020 Q3	$428K	Buy	1,949 +3	+0.2%	+$659	0.04%	123
2020 Q2	$359K	Sell	1,946 -141	-7%	-$26K	0.04%	133
2020 Q1	$345K	Buy	2,087 +380	+22%	+$62.8K	0.04%	144
2019 Q4	$337K	Buy	1,707 +107	+7%	+$21.1K	0.03%	148
2019 Q3	$344K	Buy	1,600 +187	+13%	+$40.2K	0.05%	85
2019 Q2	$293K	Buy	1,413 +135	+11%	+$28K	0.04%	98
2019 Q1	$243K	Sell	1,278 -300	-19%	-$57K	0.03%	105
2018 Q4	$280K	Buy	+1,578	New	+$280K	0.04%	90
2016 Q4	–	Sell	-1,801	Closed	-$208K	–	146
2016 Q3	$208K	Buy	+1,801	New	+$208K	0.03%	139
2015 Q1	–	Sell	-2,219	Closed	-$208K	–	80
2014 Q4	$208K	Hold	2,219	–	–	0.03%	79
2014 Q3	$210K	Hold	2,219	–	–	0.04%	73
2014 Q2	$224K	Hold	2,219	–	–	0.04%	67
2014 Q1	$218K	Hold	2,219	–	–	0.04%	67
2013 Q4	$215K	Hold	2,219	–	–	0.04%	64
2013 Q3	$213K	Buy	+2,219	New	+$213K	0.04%	64