CCLA Investment 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 | $107K | Sell |
366,824
-4,405
| -1% | -$1.29K | 0.09% | 32 |
|
|
2025
Q1 | $116M | Sell |
371,229
-50,004
| -12% | -$15.6M | 2.05% | 24 |
|
|
2024
Q4 | $122M | Buy |
421,233
+21,153
| +5% | +$6.13M | 1.94% | 24 |
|
|
2024
Q3 | $103M | Hold |
400,080
| – | – | 1.59% | 34 |
|
|
2024
Q2 | $103M | Buy |
400,080
+39,743
| +11% | +$10.2M | 1.59% | 34 |
|
|
2024
Q1 | $102M | Buy |
360,337
+71,200
| +25% | +$20.1M | 1.56% | 33 |
|
|
2023
Q4 | $85.6M | Buy |
289,137
+62,593
| +28% | +$18.5M | 1.4% | 40 |
|
|
2023
Q3 | $59.7M | Buy |
226,544
+6,134
| +3% | +$1.62M | 1.11% | 50 |
|
|
2023
Q2 | $65.7M | Buy |
220,410
+680
| +0.3% | +$203K | 1.17% | 48 |
|
|
2023
Q1 | $61.4M | Sell |
219,730
-43,485
| -17% | -$12.2M | 1.21% | 42 |
|
|
2022
Q4 | $69.4M | Sell |
263,215
-30,566
| -10% | -$8.06M | 1.57% | 32 |
|
|
2022
Q3 | $67.9M | Buy |
+293,781
| New | +$67.9M | 1.64% | 28 |
|
|
2022
Q1 | $77.2M | Sell |
312,292
-4,721
| -1% | -$1.17M | 1.39% | 36 |
|
|
2021
Q4 | $85M | Sell |
317,013
-17,711
| -5% | -$4.75M | 1.39% | 40 |
|
|
2021
Q3 | $80.7M | Buy |
334,724
+2,093
| +0.6% | +$505K | 1.34% | 40 |
|
|
2021
Q2 | $76.8K | Buy |
332,631
+2,595
| +0.8% | +$599 | 0.93% | 40 |
|
|
2021
Q1 | $74M | Buy |
330,036
+10,350
| +3% | +$2.32M | 1.48% | 33 |
|
|
2020
Q4 | $68M | Buy |
319,686
+2,763
| +0.9% | +$588K | 1.53% | 31 |
|
|
2020
Q3 | $69.5M | Sell |
316,923
-9,785
| -3% | -$2.15M | 1.88% | 23 |
|
|
2020
Q2 | $60.2M | Buy |
+326,708
| New | +$60.2M | 1.88% | 22 |
|