Carderock 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 | $51.1K | Buy |
+175
| New | +$51.1K | 0.01% | 112 |
|
|
2023
Q2 | – | Sell |
-415
| Closed | -$116K | – | 93 |
|
|
2023
Q1 | $116K | Buy |
+415
| New | +$116K | 0.04% | 74 |
|
|
2021
Q4 | – | Sell |
-265
| Closed | -$64K | – | 115 |
|
|
2021
Q3 | $64K | Buy |
+265
| New | +$64K | 0.02% | 106 |
|
|
2014
Q3 | – | Sell |
-2,717
| Closed | -$274K | – | 95 |
|
|
2014
Q2 | $274K | Sell |
2,717
-7,793
| -74% | -$786K | 0.14% | 87 |
|
|
2014
Q1 | $1.03M | Sell |
10,510
-14,335
| -58% | -$1.4M | 0.52% | 63 |
|
|
2013
Q4 | $2.41M | Sell |
24,845
-1,039
| -4% | -$101K | 1.26% | 32 |
|
|
2013
Q3 | $2.49M | Sell |
25,884
-296
| -1% | -$28.5K | 1.44% | 29 |
|
|
2013
Q2 | $2.59M | Buy |
+26,180
| New | +$2.59M | 1.53% | 27 |
|