Boltwood Capital Management’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 | $562K | Sell |
1,925
-60
| -3% | -$17.5K | 0.16% | 116 |
|
|
2025
Q1 | $620K | Buy |
1,985
+103
| +5% | +$32.2K | 0.19% | 102 |
|
|
2024
Q4 | $546K | Buy |
1,882
+35
| +2% | +$10.1K | 0.17% | 107 |
|
|
2024
Q3 | $562K | Buy |
1,847
+236
| +15% | +$71.9K | 0.17% | 106 |
|
|
2024
Q2 | $411K | Sell |
1,611
-10
| -0.6% | -$2.55K | 0.13% | 126 |
|
|
2024
Q1 | $457K | Sell |
1,621
-130
| -7% | -$36.7K | 0.14% | 121 |
|
|
2023
Q4 | $519K | Buy |
1,751
+25
| +1% | +$7.41K | 0.17% | 109 |
|
|
2023
Q3 | $455K | Sell |
1,726
-60
| -3% | -$15.8K | 0.17% | 106 |
|
|
2023
Q2 | $533K | Sell |
1,786
-80
| -4% | -$23.9K | 0.19% | 103 |
|
|
2023
Q1 | $522K | Buy |
1,866
+154
| +9% | +$43.1K | 0.2% | 101 |
|
|
2022
Q4 | $451K | Sell |
1,712
-57
| -3% | -$15K | 0.18% | 105 |
|
|
2022
Q3 | $408K | Sell |
1,769
-55
| -3% | -$12.7K | 0.19% | 107 |
|
|
2022
Q2 | $450K | Sell |
1,824
-694
| -28% | -$171K | 0.19% | 110 |
|
|
2022
Q1 | $623K | Sell |
2,518
-55
| -2% | -$13.6K | 0.24% | 100 |
|
|
2021
Q4 | $690K | Sell |
2,573
-36
| -1% | -$9.65K | 0.25% | 95 |
|
|
2021
Q3 | $629K | Sell |
2,609
-125
| -5% | -$30.1K | 0.25% | 98 |
|
|
2021
Q2 | $632K | Sell |
2,734
-25
| -0.9% | -$5.78K | 0.26% | 97 |
|
|
2021
Q1 | $618K | Sell |
2,759
-42
| -1% | -$9.41K | 0.27% | 92 |
|
|
2020
Q4 | $601K | Sell |
2,801
-67
| -2% | -$14.4K | 0.29% | 88 |
|
|
2020
Q3 | $629K | Sell |
2,868
-50
| -2% | -$11K | 0.35% | 86 |
|
|
2020
Q2 | $538K | Sell |
2,918
-67
| -2% | -$12.4K | 0.32% | 86 |
|
|
2020
Q1 | $494K | Hold |
2,985
| – | – | 0.35% | 84 |
|
|
2019
Q4 | $590K | Hold |
2,985
| – | – | 0.33% | 87 |
|
|
2019
Q3 | $641K | Hold |
2,985
| – | – | 0.4% | 84 |
|
|
2019
Q2 | $620K | Hold |
2,985
| – | – | 0.4% | 81 |
|
|
2019
Q1 | $567K | Hold |
2,985
| – | – | 0.37% | 80 |
|
|
2018
Q4 | $530K | Sell |
2,985
-117
| -4% | -$20.8K | 0.36% | 81 |
|
|
2018
Q3 | $518K | Sell |
3,102
-189
| -6% | -$31.6K | 0.31% | 95 |
|
|
2018
Q2 | $515K | Buy |
3,291
+759
| +30% | +$119K | 0.34% | 92 |
|
|
2018
Q1 | $395K | Sell |
2,532
-40
| -2% | -$6.24K | 0.27% | 101 |
|
|
2017
Q4 | $442K | Hold |
2,572
| – | – | 0.27% | 98 |
|
|
2017
Q3 | $402K | Hold |
2,572
| – | – | 0.26% | 96 |
|
|
2017
Q2 | $393K | Sell |
2,572
-41
| -2% | -$6.27K | 0.27% | 97 |
|
|
2017
Q1 | $338K | Hold |
2,613
| – | – | 0.24% | 97 |
|
|
2016
Q4 | $318K | Hold |
2,613
| – | – | 0.24% | 96 |
|
|
2016
Q3 | $301K | Sell |
2,613
-150
| -5% | -$17.3K | 0.24% | 94 |
|
|
2016
Q2 | $332K | Hold |
2,763
| – | – | 0.28% | 88 |
|
|
2016
Q1 | $347K | Hold |
2,763
| – | – | 0.31% | 85 |
|
|
2015
Q4 | $326K | Hold |
2,763
| – | – | 0.3% | 81 |
|
|
2015
Q3 | $272K | Hold |
2,763
| – | – | 0.29% | 76 |
|
|
2015
Q2 | $263K | Sell |
2,763
-10,750
| -80% | -$1.02M | 0.26% | 75 |
|
|
2015
Q1 | $1.32M | Hold |
13,513
| – | – | 0.39% | 50 |
|
|
2014
Q4 | $1.27M | Hold |
13,513
| – | – | 0.36% | 51 |
|
|
2014
Q3 | $1.28M | Hold |
13,513
| – | – | 0.38% | 51 |
|
|
2014
Q2 | $1.36M | Hold |
13,513
| – | – | 0.4% | 49 |
|
|
2014
Q1 | $1.33M | Sell |
13,513
-1,700
| -11% | -$167K | 0.42% | 46 |
|
|
2013
Q4 | $1.48M | Hold |
15,213
| – | – | 0.48% | 45 |
|
|
2013
Q3 | $1.46M | Hold |
15,213
| – | – | 0.53% | 42 |
|
|
2013
Q2 | $1.51M | Buy |
+15,213
| New | +$1.51M | 0.62% | 36 |
|