Capstone Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.35M | Buy |
+21,733
| New | +$6.35M | 0.02% | 164 |
|
|
2025
Q1 | – | Sell |
-17,565
| Closed | -$5.09M | – | 735 |
|
|
2024
Q4 | $5.09M | Buy |
17,565
+17,466
| +17,642% | +$5.06M | 0.01% | 165 |
|
|
2024
Q3 | $30.1K | Sell |
99
-49,344
| -100% | -$15M | ﹤0.01% | 802 |
|
|
2024
Q2 | $12.6M | Buy |
49,443
+21,492
| +77% | +$5.48M | 0.04% | 82 |
|
|
2024
Q1 | $7.88M | Buy |
27,951
+17,773
| +175% | +$5.01M | 0.03% | 114 |
|
|
2023
Q4 | $3.02M | Sell |
10,178
-12,042
| -54% | -$3.57M | 0.01% | 191 |
|
|
2023
Q3 | $5.85M | Buy |
22,220
+15,889
| +251% | +$4.19M | 0.03% | 155 |
|
|
2023
Q2 | $1.89M | Buy |
6,331
+6,306
| +25,224% | +$1.88M | 0.01% | 227 |
|
|
2023
Q1 | $6.99K | Buy |
+25
| New | +$6.99K | ﹤0.01% | 566 |
|
|
2022
Q4 | – | Sell |
-8,896
| Closed | -$2.05M | – | 758 |
|
|
2022
Q3 | $2.05M | Buy |
8,896
+3,163
| +55% | +$730K | 0.01% | 339 |
|
|
2022
Q2 | $1.42M | Sell |
5,733
-1,406
| -20% | -$347K | 0.01% | 382 |
|
|
2022
Q1 | $1.77M | Buy |
7,139
+5,912
| +482% | +$1.46M | ﹤0.01% | 335 |
|
|
2021
Q4 | $329K | Sell |
1,227
-6,644
| -84% | -$1.78M | ﹤0.01% | 511 |
|
|
2021
Q3 | $1.9M | Buy |
7,871
+2,628
| +50% | +$634K | ﹤0.01% | 346 |
|
|
2021
Q2 | $1.21M | Buy |
+5,243
| New | +$1.21M | ﹤0.01% | 305 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 832 |
|
|
2020
Q4 | – | Sell |
-1,092
| Closed | -$240K | – | 706 |
|
|
2020
Q3 | $240K | Buy |
+1,092
| New | +$240K | ﹤0.01% | 290 |
|
|
2020
Q2 | – | Sell |
-8,615
| Closed | -$1.42M | – | 475 |
|
|
2020
Q1 | $1.42M | Sell |
8,615
-15,354
| -64% | -$2.54M | 0.02% | 137 |
|
|
2019
Q4 | $4.74M | Buy |
23,969
+18,269
| +321% | +$3.61M | 0.03% | 99 |
|
|
2019
Q3 | $1.22M | Buy |
5,700
+603
| +12% | +$129K | 0.01% | 172 |
|
|
2019
Q2 | $1.06M | Buy |
+5,097
| New | +$1.06M | 0.01% | 223 |
|
|
2019
Q1 | – | Sell |
-1,026
| Closed | -$182K | – | 483 |
|
|
2018
Q4 | $182K | Sell |
1,026
-3,375
| -77% | -$599K | ﹤0.01% | 286 |
|
|
2018
Q3 | $736K | Sell |
4,401
-4,390
| -50% | -$734K | 0.01% | 208 |
|
|
2018
Q2 | $1.38M | Buy |
+8,791
| New | +$1.38M | 0.02% | 159 |
|
|
2018
Q1 | – | Sell |
-192,000
| Closed | -$33M | – | 328 |
|
|
2017
Q4 | $33M | Buy |
192,000
+182,948
| +2,021% | +$31.5M | 0.93% | 13 |
|
|
2017
Q3 | $1.42M | Buy |
+9,052
| New | +$1.42M | 0.05% | 113 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 691 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 821 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 815 |
|
|
2016
Q3 | – | Sell |
-49,398
| Closed | -$5.94M | – | 722 |
|
|
2016
Q2 | $5.94M | Buy |
49,398
+44,921
| +1,003% | +$5.41M | 0.11% | 71 |
|
|
2016
Q1 | $562K | Sell |
4,477
-3,523
| -44% | -$442K | 0.02% | 344 |
|
|
2015
Q4 | $945K | Buy |
+8,000
| New | +$945K | 0.03% | 162 |
|
|
2015
Q1 | – | Sell |
-43,277
| Closed | -$4.06M | – | 166 |
|
|
2014
Q4 | $4.06M | Sell |
43,277
-39,109
| -47% | -$3.66M | 0.06% | 94 |
|
|
2014
Q3 | $7.81M | Sell |
82,386
-2,301
| -3% | -$218K | 0.09% | 72 |
|
|
2014
Q2 | $8.53M | Buy |
+84,687
| New | +$8.53M | 0.11% | 51 |
|
|
2014
Q1 | – | Sell |
-6,096
| Closed | -$591K | – | 231 |
|
|
2013
Q4 | $591K | Sell |
6,096
-67,713
| -92% | -$6.56M | 0.01% | 103 |
|
|
2013
Q3 | $7.1M | Buy |
+73,809
| New | +$7.1M | 0.07% | 27 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 148 |
|