Bontempo Ohly 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 | $2.63M | Buy |
9,014
+257
| +3% | +$75.1K | 1.19% | 25 |
|
|
2025
Q1 | $2.74M | Buy |
+8,757
| New | +$2.74M | 1.32% | 26 |
|
|
2016
Q1 | – | Sell |
-21,583
| Closed | -$2.55M | – | 35 |
|
|
2015
Q4 | $2.55M | Sell |
21,583
-667
| -3% | -$78.8K | 2.42% | 8 |
|
|
2015
Q3 | $2.19M | Buy |
22,250
+112
| +0.5% | +$11K | 2.21% | 8 |
|
|
2015
Q2 | $2.11M | Sell |
22,138
-65
| -0.3% | -$6.18K | 2.04% | 8 |
|
|
2015
Q1 | $2.16M | Buy |
22,203
+2,200
| +11% | +$214K | 2.06% | 8 |
|
|
2014
Q4 | $1.87M | Buy |
+20,003
| New | +$1.87M | 1.81% | 16 |
|