BAM
Burgundy Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Hold |
60,642
| – | – | 0.17% | 81 |
|
|
2025
Q1 | $18.9M | Sell |
60,642
-131
| -0.2% | -$40.9K | 0.2% | 77 |
|
|
2024
Q4 | $17.6M | Hold |
60,773
| – | – | 0.18% | 76 |
|
|
2024
Q3 | $18.5M | Hold |
60,773
| – | – | 0.18% | 79 |
|
|
2024
Q2 | $15.5M | Sell |
60,773
-2,600
| -4% | -$663K | 0.16% | 78 |
|
|
2024
Q1 | $17.9M | Buy |
63,373
+4,471
| +8% | +$1.26M | 0.18% | 78 |
|
|
2023
Q4 | $17.5M | Buy |
58,902
+3,333
| +6% | +$988K | 0.19% | 79 |
|
|
2023
Q3 | $14.6M | Sell |
55,569
-2,494
| -4% | -$657K | 0.18% | 79 |
|
|
2023
Q2 | $17.3M | Hold |
58,063
| – | – | 0.2% | 78 |
|
|
2023
Q1 | $16.2M | Hold |
58,063
| – | – | 0.2% | 79 |
|
|
2022
Q4 | $15.3M | Hold |
58,063
| – | – | 0.2% | 79 |
|
|
2022
Q3 | $13.4M | Sell |
58,063
-1,500
| -3% | -$346K | 0.19% | 78 |
|
|
2022
Q2 | $14.7M | Hold |
59,563
| – | – | 0.18% | 78 |
|
|
2022
Q1 | $14.7M | Buy |
59,563
+10,000
| +20% | +$2.47M | 0.16% | 77 |
|
|
2021
Q4 | $13.3M | Buy |
49,563
+5,000
| +11% | +$1.34M | 0.13% | 77 |
|
|
2021
Q3 | $10.7M | Hold |
44,563
| – | – | 0.11% | 81 |
|
|
2021
Q2 | $10.3M | Hold |
44,563
| – | – | 0.1% | 80 |
|
|
2021
Q1 | $9.99M | Hold |
44,563
| – | – | 0.1% | 80 |
|
|
2020
Q4 | $9.56M | Sell |
44,563
-71,782
| -62% | -$15.4M | 0.1% | 80 |
|
|
2020
Q3 | $25.5M | Sell |
116,345
-46,516
| -29% | -$10.2M | 0.29% | 66 |
|
|
2020
Q2 | $30M | Sell |
162,861
-410,218
| -72% | -$75.7M | 0.35% | 62 |
|
|
2020
Q1 | $94.8M | Buy |
573,079
+2,020
| +0.4% | +$334K | 1.29% | 29 |
|
|
2019
Q4 | $113M | Sell |
571,059
-7,391
| -1% | -$1.46M | 1.11% | 34 |
|
|
2019
Q3 | $124M | Sell |
578,450
-2,439
| -0.4% | -$524K | 1.24% | 30 |
|
|
2019
Q2 | $121M | Buy |
580,889
+11,874
| +2% | +$2.47M | 1.2% | 32 |
|
|
2019
Q1 | $108M | Sell |
569,015
-277,858
| -33% | -$52.8M | 1.11% | 33 |
|
|
2018
Q4 | $150M | Sell |
846,873
-505,643
| -37% | -$89.8M | 1.61% | 22 |
|
|
2018
Q3 | $226M | Sell |
1,352,516
-24,675
| -2% | -$4.13M | 2.1% | 16 |
|
|
2018
Q2 | $216M | Sell |
1,377,191
-9,763
| -0.7% | -$1.53M | 2.09% | 16 |
|
|
2018
Q1 | $217M | Sell |
1,386,954
-36,401
| -3% | -$5.69M | 2.03% | 17 |
|
|
2017
Q4 | $245M | Buy |
1,423,355
+8,671
| +0.6% | +$1.49M | 2.23% | 16 |
|
|
2017
Q3 | $222M | Buy |
1,414,684
+6,847
| +0.5% | +$1.07M | 2.09% | 16 |
|
|
2017
Q2 | $216M | Buy |
1,407,837
+20,067
| +1% | +$3.07M | 2.04% | 17 |
|
|
2017
Q1 | $180M | Sell |
1,387,770
-77,486
| -5% | -$10M | 1.75% | 24 |
|
|
2016
Q4 | $178M | Buy |
1,465,256
+233,926
| +19% | +$28.5M | 1.69% | 26 |
|
|
2016
Q3 | $142M | Buy |
1,231,330
+56,157
| +5% | +$6.48M | 1.41% | 34 |
|
|
2016
Q2 | $141M | Sell |
1,175,173
-227,749
| -16% | -$27.4M | 1.41% | 32 |
|
|
2016
Q1 | $176M | Sell |
1,402,922
-263,379
| -16% | -$33.1M | 1.83% | 20 |
|
|
2015
Q4 | $197M | Buy |
1,666,301
+10,688
| +0.6% | +$1.26M | 2.16% | 15 |
|
|
2015
Q3 | $163M | Buy |
1,655,613
+56,610
| +4% | +$5.58M | 1.82% | 23 |
|
|
2015
Q2 | $152M | Buy |
1,599,003
+148,891
| +10% | +$14.2M | 1.65% | 28 |
|
|
2015
Q1 | $141M | Buy |
1,450,112
+28,687
| +2% | +$2.8M | 1.56% | 27 |
|
|
2014
Q4 | $133M | Buy |
1,421,425
+1,393,768
| +5,039% | +$131M | 1.47% | 28 |
|
|
2014
Q3 | $2.62M | Hold |
27,657
| – | – | 0.03% | 84 |
|
|
2014
Q2 | $2.79M | Hold |
27,657
| – | – | 0.03% | 88 |
|
|
2014
Q1 | $2.71M | Hold |
27,657
| – | – | 0.03% | 89 |
|
|
2013
Q4 | $2.68M | Sell |
27,657
-184
| -0.7% | -$17.9K | 0.03% | 89 |
|
|
2013
Q3 | $2.68M | Buy |
27,841
+5,234
| +23% | +$504K | 0.04% | 86 |
|
|
2013
Q2 | $2.24M | Buy |
+22,607
| New | +$2.24M | 0.04% | 90 |
|