Braun Stacey Associates’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 | $3.05M | Buy |
10,425
+150
| +1% | +$43.8K | 0.11% | 90 |
|
|
2025
Q1 | $3.21M | Buy |
10,275
+1,175
| +13% | +$367K | 0.13% | 91 |
|
|
2024
Q4 | $2.64M | Hold |
9,100
| – | – | 0.1% | 94 |
|
|
2024
Q3 | $2.77M | Buy |
9,100
+3,400
| +60% | +$1.04M | 0.11% | 96 |
|
|
2024
Q2 | $1.45M | Sell |
5,700
-50
| -0.9% | -$12.7K | 0.06% | 94 |
|
|
2024
Q1 | $1.62M | Sell |
5,750
-500
| -8% | -$141K | 0.06% | 95 |
|
|
2023
Q4 | $1.85M | Buy |
6,250
+150
| +2% | +$44.5K | 0.08% | 95 |
|
|
2023
Q3 | $1.61M | Buy |
6,100
+200
| +3% | +$52.7K | 0.08% | 98 |
|
|
2023
Q2 | $1.76M | Sell |
5,900
-5,600
| -49% | -$1.67M | 0.08% | 100 |
|
|
2023
Q1 | $3.22M | Buy |
11,500
+5,600
| +95% | +$1.57M | 0.08% | 107 |
|
|
2022
Q4 | $1.55M | Sell |
5,900
-450
| -7% | -$119K | 0.09% | 106 |
|
|
2022
Q3 | $1.47M | Sell |
6,350
-25,928
| -80% | -$5.98M | 0.09% | 104 |
|
|
2022
Q2 | $7.97M | Buy |
32,278
+29,553
| +1,085% | +$7.3M | 0.45% | 90 |
|
|
2022
Q1 | $674K | Buy |
2,725
+200
| +8% | +$49.5K | 0.03% | 120 |
|
|
2021
Q4 | $677K | Buy |
2,525
+325
| +15% | +$87.1K | 0.02% | 121 |
|
|
2021
Q3 | $530K | Hold |
2,200
| – | – | 0.02% | 123 |
|
|
2021
Q2 | $508K | Hold |
2,200
| – | – | 0.02% | 122 |
|
|
2021
Q1 | $493K | Sell |
2,200
-200
| -8% | -$44.8K | 0.02% | 122 |
|
|
2020
Q4 | $515K | Buy |
2,400
+100
| +4% | +$21.5K | 0.02% | 118 |
|
|
2020
Q3 | $505K | Sell |
2,300
-100
| -4% | -$22K | 0.03% | 116 |
|
|
2020
Q2 | $443K | Sell |
2,400
-1,350
| -36% | -$249K | 0.03% | 112 |
|
|
2020
Q1 | $620K | Sell |
3,750
-100
| -3% | -$16.5K | 0.05% | 112 |
|
|
2019
Q4 | $761K | Sell |
3,850
-9,449
| -71% | -$1.87M | 0.04% | 110 |
|
|
2019
Q3 | $2.86M | Sell |
13,299
-3,200
| -19% | -$687K | 0.18% | 98 |
|
|
2019
Q2 | $3.43M | Sell |
16,499
-4,195
| -20% | -$871K | 0.22% | 98 |
|
|
2019
Q1 | $3.93M | Sell |
20,694
-3,064
| -13% | -$582K | 0.26% | 100 |
|
|
2018
Q4 | $4.22M | Buy |
23,758
+9,958
| +72% | +$1.77M | 0.33% | 96 |
|
|
2018
Q3 | $2.31M | Sell |
13,800
-300
| -2% | -$50.2K | 0.15% | 108 |
|
|
2018
Q2 | $2.21M | Sell |
14,100
-300
| -2% | -$47K | 0.15% | 104 |
|
|
2018
Q1 | $2.25M | Sell |
14,400
-2,137
| -13% | -$334K | 0.15% | 108 |
|
|
2017
Q4 | $2.85M | Buy |
16,537
+875
| +6% | +$151K | 0.19% | 109 |
|
|
2017
Q3 | $2.45M | Buy |
15,662
+3,012
| +24% | +$472K | 0.17% | 105 |
|
|
2017
Q2 | $1.94M | Buy |
12,650
+3,450
| +38% | +$528K | 0.13% | 110 |
|
|
2017
Q1 | $1.19M | Buy |
9,200
+3,550
| +63% | +$460K | 0.08% | 119 |
|
|
2016
Q4 | $688K | Buy |
5,650
+2,690
| +91% | +$328K | 0.05% | 134 |
|
|
2016
Q3 | $341K | Sell |
2,960
-121,636
| -98% | -$14M | 0.02% | 135 |
|
|
2016
Q2 | $15M | Sell |
124,596
-8,750
| -7% | -$1.05M | 0.97% | 55 |
|
|
2016
Q1 | $16.8M | Buy |
133,346
+19,875
| +18% | +$2.5M | 1.09% | 31 |
|
|
2015
Q4 | $13.4M | Buy |
+113,471
| New | +$13.4M | 0.84% | 71 |
|
|
2015
Q3 | – | Sell |
-46,845
| Closed | -$4.45M | – | 214 |
|
|
2015
Q2 | $4.45M | Buy |
+46,845
| New | +$4.45M | 0.19% | 120 |
|
|
2015
Q1 | – | Sell |
-16,220
| Closed | -$1.52M | – | 155 |
|
|
2014
Q4 | $1.52M | Sell |
16,220
-73,191
| -82% | -$6.86M | 0.09% | 106 |
|
|
2014
Q3 | $8.48M | Sell |
89,411
-21,019
| -19% | -$1.99M | 0.52% | 92 |
|
|
2014
Q2 | $11.1M | Buy |
110,430
+41,095
| +59% | +$4.14M | 0.66% | 84 |
|
|
2014
Q1 | $6.8M | Sell |
69,335
-2,955
| -4% | -$290K | 0.4% | 96 |
|
|
2013
Q4 | $7.01M | Sell |
72,290
-17,068
| -19% | -$1.66M | 0.4% | 95 |
|
|
2013
Q3 | $8.6M | Sell |
89,358
-49,407
| -36% | -$4.75M | 0.53% | 89 |
|
|
2013
Q2 | $13.7M | Buy |
+138,765
| New | +$13.7M | 0.87% | 63 |
|