BTR Capital Management’s McDonald's MCD Stock Holding History

BTR Capital Management’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$2.18M	Sell	9,437 -200	-2%	-$46.1K	0.34%	55
2022 Q2	$2.38M	Sell	9,637 -36	-0.4%	-$8.89K	0.34%	55
2022 Q1	$2.39M	Sell	9,673 -184	-2%	-$45.5K	0.29%	55
2021 Q4	$2.64M	Buy	9,857 +600	+6%	+$161K	0.3%	55
2021 Q3	$2.23M	Hold	9,257	–	–	0.28%	56
2021 Q2	$2.14M	Buy	9,257 +2,320	+33%	+$536K	0.27%	56
2021 Q1	$1.56M	Buy	6,937 +261	+4%	+$58.5K	0.23%	66
2020 Q4	$1.43M	Buy	6,676 +42	+0.6%	+$9.02K	0.22%	65
2020 Q3	$1.46M	Buy	6,634 +700	+12%	+$154K	0.26%	58
2020 Q2	$1.1M	Buy	5,934 +94	+2%	+$17.3K	0.21%	70
2020 Q1	$966K	Hold	5,840	–	–	0.21%	71
2019 Q4	$1.15M	Hold	5,840	–	–	0.2%	81
2019 Q3	$1.25M	Sell	5,840 -156	-3%	-$33.5K	0.24%	74
2019 Q2	$1.25M	Sell	5,996 -350	-6%	-$72.7K	0.23%	74
2019 Q1	$1.21M	Buy	6,346 +771	+14%	+$146K	0.23%	76
2018 Q4	$990K	Sell	5,575 -181	-3%	-$32.1K	0.21%	82
2018 Q3	$963K	Buy	5,756 +1,150	+25%	+$192K	0.17%	82
2018 Q2	$722K	Hold	4,606	–	–	0.14%	88
2018 Q1	$720K	Buy	4,606 +100	+2%	+$15.6K	0.14%	88
2017 Q4	$776K	Hold	4,506	–	–	0.15%	84
2017 Q3	$706K	Hold	4,506	–	–	0.14%	85
2017 Q2	$690K	Sell	4,506 -25	-0.6%	-$3.83K	0.14%	86
2017 Q1	$587K	Buy	4,531 +31	+0.7%	+$4.02K	0.12%	94
2016 Q4	$519K	Hold	4,500	–	–	0.12%	108
2016 Q3	$519K	Hold	4,500	–	–	0.12%	108
2016 Q2	$542K	Sell	4,500 -140	-3%	-$16.9K	0.12%	108
2016 Q1	$583K	Buy	4,640 +140	+3%	+$17.6K	0.14%	106
2015 Q4	$532K	Sell	4,500 -50	-1%	-$5.91K	0.12%	115
2015 Q3	$448K	Hold	4,550	–	–	0.11%	117
2015 Q2	$433K	Buy	4,550 +100	+2%	+$9.52K	0.1%	109
2015 Q1	$434K	Hold	4,450	–	–	0.11%	112
2014 Q4	$417K	Hold	4,450	–	–	0.11%	98
2014 Q3	$422K	Hold	4,450	–	–	0.12%	95
2014 Q2	$448K	Sell	4,450 -100	-2%	-$10.1K	0.12%	96
2014 Q1	$446K	Hold	4,550	–	–	0.13%	94
2013 Q4	$441K	Buy	4,550 +100	+2%	+$9.69K	0.13%	97
2013 Q3	$428K	Sell	4,450 -461	-9%	-$44.3K	0.13%	96
2013 Q2	$486K	Buy	+4,911	New	+$486K	0.15%	95