BTC 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 | $337K | Sell |
1,154
-337
| -23% | -$98.5K | 0.03% | 184 |
|
|
2025
Q1 | $466K | Buy |
1,491
+60
| +4% | +$18.7K | 0.04% | 165 |
|
|
2024
Q4 | $415K | Sell |
1,431
-525
| -27% | -$152K | 0.04% | 171 |
|
|
2024
Q3 | $596K | Sell |
1,956
-5
| -0.3% | -$1.52K | 0.05% | 156 |
|
|
2024
Q2 | $500K | Sell |
1,961
-263
| -12% | -$67K | 0.05% | 160 |
|
|
2024
Q1 | $627K | Buy |
+2,224
| New | +$627K | 0.06% | 153 |
|
|
2023
Q3 | $526K | Sell |
1,998
-222
| -10% | -$58.5K | 0.06% | 150 |
|
|
2023
Q2 | $677K | Sell |
2,220
-705
| -24% | -$215K | 0.07% | 145 |
|
|
2023
Q1 | $818K | Sell |
2,925
-291
| -9% | -$81.4K | 0.09% | 132 |
|
|
2022
Q4 | $848K | Sell |
3,216
-703
| -18% | -$185K | 0.1% | 136 |
|
|
2022
Q3 | $904K | Buy |
3,919
+12
| +0.3% | +$2.77K | 0.12% | 126 |
|
|
2022
Q2 | $963K | Buy |
3,907
+132
| +3% | +$32.5K | 0.12% | 124 |
|
|
2022
Q1 | $934K | Buy |
3,775
+181
| +5% | +$44.8K | 0.09% | 139 |
|
|
2021
Q4 | $964K | Buy |
3,594
+1,509
| +72% | +$405K | 0.1% | 136 |
|
|
2021
Q3 | $503K | Sell |
2,085
-2,720
| -57% | -$656K | 0.06% | 149 |
|
|
2021
Q2 | $1.11M | Hold |
4,805
| – | – | 0.13% | 117 |
|
|
2021
Q1 | $1.08M | Sell |
4,805
-1,403
| -23% | -$314K | 0.12% | 121 |
|
|
2020
Q4 | $1.33M | Buy |
6,208
+2,580
| +71% | +$554K | 0.16% | 103 |
|
|
2020
Q3 | $795K | Sell |
3,628
-75
| -2% | -$16.4K | 0.11% | 122 |
|
|
2020
Q2 | $683K | Buy |
3,703
+395
| +12% | +$72.9K | 0.1% | 117 |
|
|
2020
Q1 | $546K | Hold |
3,308
| – | – | 0.1% | 118 |
|
|
2019
Q4 | $654K | Buy |
3,308
+1,243
| +60% | +$246K | 0.09% | 126 |
|
|
2019
Q3 | $444K | Hold |
2,065
| – | – | 0.07% | 139 |
|
|
2019
Q2 | $429K | Hold |
2,065
| – | – | 0.07% | 143 |
|
|
2019
Q1 | $392K | Hold |
2,065
| – | – | 0.06% | 142 |
|
|
2018
Q4 | $366K | Buy |
2,065
+835
| +68% | +$148K | 0.07% | 143 |
|
|
2018
Q3 | $206K | Sell |
1,230
-835
| -40% | -$140K | 0.04% | 165 |
|
|
2018
Q2 | $323K | Hold |
2,065
| – | – | 0.08% | 121 |
|
|
2018
Q1 | $323K | Buy |
2,065
+742
| +56% | +$116K | 0.05% | 158 |
|
|
2017
Q4 | $228K | Sell |
1,323
-562
| -30% | -$96.9K | 0.04% | 161 |
|
|
2017
Q3 | $295K | Sell |
1,885
-340
| -15% | -$53.2K | 0.05% | 141 |
|
|
2017
Q2 | $341K | Hold |
2,225
| – | – | 0.06% | 136 |
|
|
2017
Q1 | $288K | Sell |
2,225
-730
| -25% | -$94.5K | 0.05% | 145 |
|
|
2016
Q4 | $358K | Buy |
+2,955
| New | +$358K | 0.07% | 138 |
|
|
2016
Q3 | – | Sell |
-1,860
| Closed | -$224K | – | 179 |
|
|
2016
Q2 | $224K | Buy |
+1,860
| New | +$224K | 0.05% | 147 |
|