Brinker Capital Investments’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 | $16.1M | Buy |
55,270
+2,406
| +5% | +$703K | 0.14% | 130 |
|
|
2025
Q1 | $16.5M | Buy |
52,864
+4,555
| +9% | +$1.42M | 0.16% | 117 |
|
|
2024
Q4 | $14M | Buy |
48,309
+3,876
| +9% | +$1.12M | 0.14% | 132 |
|
|
2024
Q3 | $13.5M | Buy |
44,433
+136
| +0.3% | +$41.4K | 0.13% | 146 |
|
|
2024
Q2 | $11.3M | Buy |
44,297
+5,295
| +14% | +$1.35M | 0.12% | 163 |
|
|
2024
Q1 | $11M | Buy |
39,002
+1,777
| +5% | +$501K | 0.12% | 175 |
|
|
2023
Q4 | $10.9M | Buy |
37,225
+94
| +0.3% | +$27.4K | 0.13% | 167 |
|
|
2023
Q3 | $9.78M | Sell |
37,131
-1,143
| -3% | -$301K | 0.12% | 168 |
|
|
2023
Q2 | $11.4M | Buy |
38,274
+2,862
| +8% | +$854K | 0.12% | 162 |
|
|
2023
Q1 | $9.9M | Buy |
35,412
+15,606
| +79% | +$4.36M | 0.12% | 159 |
|
|
2022
Q4 | $5.22M | Sell |
19,806
-1,062
| -5% | -$280K | 0.1% | 203 |
|
|
2022
Q3 | $4.82M | Sell |
20,868
-740
| -3% | -$171K | 0.1% | 206 |
|
|
2022
Q2 | $5.34M | Buy |
21,608
+960
| +5% | +$237K | 0.1% | 200 |
|
|
2022
Q1 | $5.11M | Sell |
20,648
-2,663
| -11% | -$659K | 0.08% | 246 |
|
|
2021
Q4 | $6.25M | Buy |
23,311
+10,577
| +83% | +$2.83M | 0.09% | 221 |
|
|
2021
Q3 | $2.99M | Buy |
12,734
+19
| +0.1% | +$4.46K | 0.05% | 416 |
|
|
2021
Q2 | $2.94M | Buy |
12,715
+4,720
| +59% | +$1.09M | 0.04% | 479 |
|
|
2021
Q1 | $1.79M | Sell |
7,995
-4,813
| -38% | -$1.08M | 0.03% | 540 |
|
|
2020
Q4 | $2.75M | Sell |
12,808
-2,260
| -15% | -$485K | 0.04% | 470 |
|
|
2020
Q3 | $3.31M | Buy |
15,068
+10,370
| +221% | +$2.28M | 0.06% | 320 |
|
|
2020
Q2 | $867K | Buy |
4,698
+2,621
| +126% | +$484K | 0.04% | 223 |
|
|
2020
Q1 | $343K | Buy |
2,077
+973
| +88% | +$161K | 0.02% | 268 |
|
|
2019
Q4 | $218K | Sell |
1,104
-136
| -11% | -$26.9K | 0.01% | 316 |
|
|
2019
Q3 | $266K | Sell |
1,240
-479
| -28% | -$103K | 0.01% | 302 |
|
|
2019
Q2 | $357K | Buy |
1,719
+32
| +2% | +$6.65K | 0.01% | 321 |
|
|
2019
Q1 | $320K | Buy |
1,687
+880
| +109% | +$167K | 0.01% | 308 |
|
|
2018
Q4 | $143K | Buy |
807
+394
| +95% | +$69.8K | 0.01% | 333 |
|
|
2018
Q3 | $69K | Buy |
413
+177
| +75% | +$29.6K | ﹤0.01% | 347 |
|
|
2018
Q2 | $37K | Buy |
236
+30
| +15% | +$4.7K | ﹤0.01% | 391 |
|
|
2018
Q1 | $32K | Buy |
206
+140
| +212% | +$21.7K | ﹤0.01% | 381 |
|
|
2017
Q4 | $11K | Hold |
66
| – | – | ﹤0.01% | 435 |
|
|
2017
Q3 | $10K | Hold |
66
| – | – | ﹤0.01% | 437 |
|
|
2017
Q2 | $10K | Hold |
66
| – | – | ﹤0.01% | 408 |
|
|
2017
Q1 | $9K | Hold |
66
| – | – | ﹤0.01% | 397 |
|
|
2016
Q4 | $8K | Hold |
66
| – | – | ﹤0.01% | 409 |
|
|
2016
Q3 | $8K | Sell |
66
-115
| -64% | -$13.9K | ﹤0.01% | 383 |
|
|
2016
Q2 | $22K | Hold |
181
| – | – | ﹤0.01% | 320 |
|
|
2016
Q1 | $23K | Sell |
181
-20
| -10% | -$2.54K | ﹤0.01% | 321 |
|
|
2015
Q4 | $24K | Buy |
201
+16
| +9% | +$1.91K | ﹤0.01% | 358 |
|
|
2015
Q3 | $18K | Buy |
185
+4
| +2% | +$389 | ﹤0.01% | 353 |
|
|
2015
Q2 | $17K | Hold |
181
| – | – | ﹤0.01% | 348 |
|
|
2015
Q1 | $18K | Hold |
181
| – | – | ﹤0.01% | 348 |
|
|
2014
Q4 | $17K | Buy |
181
+66
| +57% | +$6.2K | ﹤0.01% | 339 |
|
|
2014
Q3 | $11K | Hold |
115
| – | – | ﹤0.01% | 324 |
|
|
2014
Q2 | $12K | Hold |
115
| – | – | ﹤0.01% | 322 |
|
|
2014
Q1 | $11K | Buy |
+115
| New | +$11K | ﹤0.01% | 345 |
|