Caption 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 | – | Sell |
-16,000
| Closed | -$5M | – | 822 |
|
|
2025
Q1 | $5M | Buy |
16,000
+2,367
| +17% | +$739K | 0.05% | 48 |
|
|
2024
Q4 | $3.95M | Buy |
13,633
+10,500
| +335% | +$3.04M | 0.04% | 57 |
|
|
2024
Q3 | $954K | Buy |
+3,133
| New | +$954K | 0.02% | 180 |
|
|
2024
Q2 | – | Sell |
-3,433
| Closed | -$968K | – | 663 |
|
|
2024
Q1 | $968K | Sell |
3,433
-9,967
| -74% | -$2.81M | 0.01% | 156 |
|
|
2023
Q4 | $3.97M | Sell |
13,400
-1,000
| -7% | -$297K | 0.05% | 46 |
|
|
2023
Q3 | $3.79M | Buy |
14,400
+13,400
| +1,340% | +$3.53M | 0.06% | 39 |
|
|
2023
Q2 | $298K | Buy |
+1,000
| New | +$298K | 0.01% | 221 |
|
|
2023
Q1 | – | Sell |
-3,865
| Closed | -$1.02M | – | 637 |
|
|
2022
Q4 | $1.02M | Buy |
+3,865
| New | +$1.02M | 0.02% | 139 |
|
|
2022
Q3 | – | Sell |
-3,750
| Closed | -$926K | – | 744 |
|
|
2022
Q2 | $926K | Buy |
+3,750
| New | +$926K | 0.01% | 195 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 800 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 800 |
|
|
2019
Q1 | – | Sell |
-3,200
| Closed | -$568K | – | 319 |
|
|
2018
Q4 | $568K | Buy |
+3,200
| New | +$568K | 0.05% | 105 |
|