Boyd Watterson Asset Management’s McDonald's MCD Stock Holding History

Boyd Watterson Asset Management’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$67.1K	Hold	216	–	–	0.02%	165
2025 Q4	$66K	Sell	216 -41	-16%	-$12.6K	0.02%	161
2025 Q3	$78.1K	Sell	257 -27	-10%	-$8.22K	0.02%	156
2025 Q2	$83K	Sell	284 -66	-19%	-$20.3K	0.03%	155
2025 Q1	$109K	Sell	350 -62	-15%	-$18.5K	0.04%	149
2024 Q4	$119K	Hold	412	–	–	0.03%	146
2024 Q3	$125K	Sell	412 -16	-4%	-$4.41K	0.03%	140
2024 Q2	$109K	Sell	428 -15	-3%	-$3.98K	0.03%	142
2024 Q1	$125K	Hold	443	–	–	0.04%	135
2023 Q4	$131K	Hold	443	–	–	0.05%	139
2023 Q3	$117K	Sell	443 -2	-0.4%	-$570	0.05%	137
2023 Q2	$133K	Sell	445 -385	-46%	-$112K	0.05%	137
2023 Q1	$232K	Hold	830	–	–	0.09%	121
2022 Q4	$219K	Buy	+830	New	+$219K	0.09%	126
2021 Q3	–	Sell	-2,142	Closed	-$495K	–	150
2021 Q2	$495K	Sell	2,142 -18	-0.8%	-$4.19K	0.2%	109
2021 Q1	$484K	Hold	2,160	–	–	0.21%	103
2020 Q4	$463K	Sell	2,160 -350	-14%	-$76.1K	0.22%	102
2020 Q3	$551K	Buy	+2,510	New	+$515K	0.3%	83
2020 Q1	–	Sell	-1,160	Closed	-$229K	–	112
2019 Q4	$229K	Sell	1,160 -50	-4%	-$9.92K	0.15%	110
2019 Q3	$260K	Hold	1,210	–	–	0.18%	102
2019 Q2	$251K	Sell	1,210 -278	-19%	-$55.1K	0.17%	111
2019 Q1	$283K	Buy	1,488 +148	+11%	+$26.9K	0.18%	103
2018 Q4	$238K	Sell	1,340 -1,341	-50%	-$238K	0.17%	109
2018 Q3	$449K	Sell	2,681 -100	-4%	-$16K	0.26%	94
2018 Q2	$436K	Sell	2,781 -150	-5%	-$24.3K	0.25%	88
2018 Q1	$458K	Buy	2,931 +15	+0.5%	+$2.47K	0.23%	104
2017 Q4	$502K	Sell	2,916 -95	-3%	-$16K	0.24%	95
2017 Q3	$472K	Buy	3,011 +16	+0.5%	+$2.51K	0.23%	102
2017 Q2	$459K	Buy	2,995 +393	+15%	+$56.8K	0.23%	104
2017 Q1	$337K	Sell	2,602 -15	-0.6%	-$1.88K	0.17%	117
2016 Q4	$319K	Sell	2,617 -269	-9%	-$31.5K	0.17%	118
2016 Q3	$333K	Sell	2,886 -4,315	-60%	-$511K	0.16%	126
2016 Q2	$867K	Sell	7,201 -544	-7%	-$68.1K	0.41%	68
2016 Q1	$973K	Sell	7,745 -159	-2%	-$19K	0.47%	61
2015 Q4	$934K	Sell	7,904 -8,039	-50%	-$899K	0.44%	69
2015 Q3	$1.57M	Sell	15,943 -13,373	-46%	-$1.3M	0.67%	48
2015 Q2	$2.79M	Sell	29,316 -3	-0%	-$290	1.09%	27
2015 Q1	$2.86M	Sell	29,319 -1,562	-5%	-$148K	1.15%	25
2014 Q4	$2.89M	Sell	30,881 -1,472	-5%	-$138K	1.24%	22
2014 Q3	$3.07M	Sell	32,353 -9,414	-23%	-$898K	1.34%	20
2014 Q2	$4.21M	Sell	41,767 -1,619	-4%	-$163K	1.82%	11
2014 Q1	$4.25M	Sell	43,386 -25	-0.1%	-$2.39K	1.99%	12
2013 Q4	$4.21M	Buy	43,411 +1,875	+5%	+$180K	1.96%	12
2013 Q3	$4M	Buy	41,536 +4,764	+13%	+$465K	1.9%	11
2013 Q2	$3.64M	Buy	+36,772	New	+$3.68M	1.85%	11