Centerstone Investors’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 | $626K | Hold |
2,142
| – | – | 2.57% | 18 |
|
|
2025
Q1 | $669K | Sell |
2,142
-6,027
| -74% | -$1.88M | 1.59% | 16 |
|
|
2024
Q4 | $2.37M | Sell |
8,169
-86
| -1% | -$24.9K | 2.22% | 16 |
|
|
2024
Q3 | $2.51M | Sell |
8,255
-1,339
| -14% | -$408K | 2.44% | 15 |
|
|
2024
Q2 | $2.44M | Sell |
9,594
-142
| -1% | -$36.2K | 2.04% | 21 |
|
|
2024
Q1 | $2.75M | Hold |
9,736
| – | – | 2.12% | 17 |
|
|
2023
Q4 | $2.89M | Buy |
9,736
+342
| +4% | +$101K | 2.96% | 14 |
|
|
2023
Q3 | $2.47M | Hold |
9,394
| – | – | 2.53% | 15 |
|
|
2023
Q2 | $2.8M | Hold |
9,394
| – | – | 2.79% | 14 |
|
|
2023
Q1 | $2.63M | Buy |
9,394
+1,350
| +17% | +$377K | 3.09% | 13 |
|
|
2022
Q4 | $2.12M | Buy |
8,044
+450
| +6% | +$119K | 3.1% | 14 |
|
|
2022
Q3 | $1.75M | Sell |
7,594
-1,035
| -12% | -$239K | 2.87% | 11 |
|
|
2022
Q2 | $2.13M | Hold |
8,629
| – | – | 2.45% | 15 |
|
|
2022
Q1 | $2.13M | Sell |
8,629
-8,500
| -50% | -$2.1M | 2.21% | 17 |
|
|
2021
Q4 | $4.59M | Hold |
17,129
| – | – | 4.04% | 10 |
|
|
2021
Q3 | $4.13M | Hold |
17,129
| – | – | 3.96% | 11 |
|
|
2021
Q2 | $3.96M | Hold |
17,129
| – | – | 4.15% | 10 |
|
|
2021
Q1 | $3.84M | Hold |
17,129
| – | – | 3.81% | 12 |
|
|
2020
Q4 | $3.68M | Hold |
17,129
| – | – | 3.55% | 10 |
|
|
2020
Q3 | $3.76M | Hold |
17,129
| – | – | 3.84% | 10 |
|
|
2020
Q2 | $3.16M | Hold |
17,129
| – | – | 3.05% | 17 |
|
|
2020
Q1 | $2.83M | Buy |
17,129
+4,836
| +39% | +$800K | 2.57% | 19 |
|
|
2019
Q4 | $2.43M | Buy |
12,293
+1,757
| +17% | +$347K | 1.74% | 18 |
|
|
2019
Q3 | $2.26M | Hold |
10,536
| – | – | 1.55% | 24 |
|
|
2019
Q2 | $2.19M | Hold |
10,536
| – | – | 1.37% | 29 |
|
|
2019
Q1 | $2M | Hold |
10,536
| – | – | 1.43% | 28 |
|
|
2018
Q4 | $1.87M | Buy |
+10,536
| New | +$1.87M | 1.7% | 27 |
|