Brookstone 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 | $20.8M | Sell |
71,111
-4,901
| -6% | -$1.43M | 0.27% | 90 |
|
2025
Q1 | $23.7M | Buy |
76,012
+3,120
| +4% | +$975K | 0.34% | 71 |
|
2024
Q4 | $21.1M | Buy |
72,892
+12,363
| +20% | +$3.58M | 0.31% | 77 |
|
2024
Q3 | $18.4M | Buy |
60,529
+8,198
| +16% | +$2.5M | 0.27% | 91 |
|
2024
Q2 | $13.7M | Sell |
52,331
-14,117
| -21% | -$3.68M | 0.23% | 107 |
|
2024
Q1 | $18.7M | Buy |
66,448
+9,936
| +18% | +$2.8M | 0.33% | 69 |
|
2023
Q4 | $16.8M | Buy |
56,512
+7,885
| +16% | +$2.34M | 0.33% | 80 |
|
2023
Q3 | $12.6M | Buy |
48,627
+9,737
| +25% | +$2.52M | 0.28% | 99 |
|
2023
Q2 | $11.4M | Buy |
38,890
+797
| +2% | +$233K | 0.23% | 123 |
|
2023
Q1 | $11M | Buy |
38,093
+2,059
| +6% | +$596K | 0.21% | 129 |
|
2022
Q4 | $9.71M | Buy |
36,034
+567
| +2% | +$153K | 0.2% | 130 |
|
2022
Q3 | $8.41M | Buy |
35,467
+595
| +2% | +$141K | 0.19% | 131 |
|
2022
Q2 | $8.83M | Sell |
34,872
-1,353
| -4% | -$343K | 0.2% | 124 |
|
2022
Q1 | $9.07M | Sell |
36,225
-58
| -0.2% | -$14.5K | 0.18% | 115 |
|
2021
Q4 | $9.69M | Buy |
36,283
+2,292
| +7% | +$612K | 0.17% | 121 |
|
2021
Q3 | $8.25M | Buy |
33,991
+4,528
| +15% | +$1.1M | 0.15% | 132 |
|
2021
Q2 | $6.96M | Buy |
29,463
+19,664
| +201% | +$4.64M | 0.12% | 151 |
|
2021
Q1 | $2.2M | Buy |
9,799
+1,050
| +12% | +$235K | 0.08% | 175 |
|
2020
Q4 | $1.88M | Sell |
8,749
-2,867
| -25% | -$615K | 0.07% | 181 |
|
2020
Q3 | $2.55M | Buy |
11,616
+4,168
| +56% | +$915K | 0.12% | 129 |
|
2020
Q2 | $1.37M | Buy |
7,448
+453
| +6% | +$83.6K | 0.09% | 147 |
|
2020
Q1 | $1.16M | Sell |
6,995
-704
| -9% | -$116K | 0.07% | 158 |
|
2019
Q4 | $1.52M | Buy |
7,699
+1,139
| +17% | +$225K | 0.08% | 138 |
|
2019
Q3 | $1.41M | Sell |
6,560
-265
| -4% | -$56.9K | 0.08% | 135 |
|
2019
Q2 | $1.42M | Buy |
6,825
+156
| +2% | +$32.4K | 0.08% | 172 |
|
2019
Q1 | $1.27M | Buy |
6,669
+108
| +2% | +$20.5K | 0.08% | 125 |
|
2018
Q4 | $1.17M | Buy |
6,561
+870
| +15% | +$154K | 0.09% | 119 |
|
2018
Q3 | $952K | Buy |
5,691
+1,902
| +50% | +$318K | 0.07% | 180 |
|
2018
Q2 | $594K | Buy |
3,789
+558
| +17% | +$87.5K | 0.05% | 179 |
|
2018
Q1 | $505K | Buy |
3,231
+22
| +0.7% | +$3.44K | 0.05% | 175 |
|
2017
Q4 | $552K | Sell |
3,209
-220
| -6% | -$37.8K | 0.05% | 181 |
|
2017
Q3 | $537K | Sell |
3,429
-138
| -4% | -$21.6K | 0.05% | 182 |
|
2017
Q2 | $546K | Buy |
3,567
+1,544
| +76% | +$236K | 0.05% | 173 |
|
2017
Q1 | $262K | Buy |
+2,023
| New | +$262K | 0.03% | 211 |
|
2016
Q3 | – | Sell |
-1,862
| Closed | -$224K | – | 235 |
|
2016
Q2 | $224K | Buy |
+1,862
| New | +$224K | 0.03% | 220 |
|
2015
Q4 | – | Sell |
-2,054
| Closed | -$202K | – | 586 |
|
2015
Q3 | $202K | Buy |
2,054
+289
| +16% | +$28.4K | 0.04% | 171 |
|
2015
Q2 | $168K | Buy |
+1,765
| New | +$168K | 0.02% | 252 |
|
2015
Q1 | – | Sell |
-2,470
| Closed | -$231K | – | 195 |
|
2014
Q4 | $231K | Sell |
2,470
-5,347
| -68% | -$500K | 0.04% | 147 |
|
2014
Q3 | $741K | Buy |
7,817
+4,873
| +166% | +$462K | 0.14% | 58 |
|
2014
Q2 | $297K | Buy |
2,944
+411
| +16% | +$41.5K | 0.06% | 86 |
|
2014
Q1 | $248K | Sell |
2,533
-25
| -1% | -$2.45K | 0.06% | 95 |
|
2013
Q4 | $248K | Buy |
+2,558
| New | +$248K | 0.07% | 98 |
|