Broadleaf Partners’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	$345K	Hold	1,181	–	–	0.08%	65
2025 Q1	$369K	Hold	1,181	–	–	0.1%	63
2024 Q4	$342K	Hold	1,181	–	–	0.08%	61
2024 Q3	$360K	Hold	1,181	–	–	0.09%	62
2024 Q2	$301K	Hold	1,181	–	–	0.07%	63
2024 Q1	$333K	Hold	1,181	–	–	0.09%	64
2023 Q4	$350K	Hold	1,181	–	–	0.1%	64
2023 Q3	$311K	Hold	1,181	–	–	0.1%	57
2023 Q2	$352K	Hold	1,181	–	–	0.12%	57
2023 Q1	$330K	Hold	1,181	–	–	0.12%	60
2022 Q4	$311K	Sell	1,181 -49	-4%	-$12.9K	0.12%	57
2022 Q3	$284K	Sell	1,230 -50	-4%	-$11.5K	0.12%	59
2022 Q2	$316K	Hold	1,280	–	–	0.13%	54
2022 Q1	$317K	Sell	1,280 -5	-0.4%	-$1.24K	0.11%	59
2021 Q4	$344K	Hold	1,285	–	–	0.11%	58
2021 Q3	$310K	Hold	1,285	–	–	0.1%	60
2021 Q2	$297K	Hold	1,285	–	–	0.1%	63
2021 Q1	$288K	Hold	1,285	–	–	0.11%	63
2020 Q4	$276K	Hold	1,285	–	–	0.11%	59
2020 Q3	$282K	Sell	1,285 -5	-0.4%	-$1.1K	0.12%	56
2020 Q2	$238K	Hold	1,290	–	–	0.12%	57
2020 Q1	$213K	Hold	1,290	–	–	0.14%	54
2019 Q4	$255K	Buy	1,290 +60	+5%	+$11.9K	0.14%	58
2019 Q3	$264K	Hold	1,230	–	–	0.17%	49
2019 Q2	$255K	Hold	1,230	–	–	0.16%	48
2019 Q1	$234K	Hold	1,230	–	–	0.16%	46
2018 Q4	$218K	Hold	1,230	–	–	0.17%	47
2018 Q3	$206K	Buy	+1,230	New	+$206K	0.14%	52
2018 Q1	–	Sell	-1,230	Closed	-$212K	–	55
2017 Q4	$212K	Buy	+1,230	New	+$212K	0.18%	50