Chilton Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $344K | Buy |
1,106
+36
| +3% | +$11.5K | 0.01% | 190 |
|
|
2025
Q4 | $327K | Sell |
1,070
-78
| -7% | -$23.9K | 0.01% | 189 |
|
|
2025
Q3 | $349K | Sell |
1,148
-110
| -9% | -$33.5K | 0.01% | 190 |
|
|
2025
Q2 | $368K | Buy |
1,258
+255
| +25% | +$78.6K | 0.01% | 182 |
|
|
2025
Q1 | $313K | Sell |
1,003
-45
| -4% | -$13.5K | 0.01% | 186 |
|
|
2024
Q4 | $304K | Sell |
1,048
-34
| -3% | -$10.1K | 0.01% | 180 |
|
|
2024
Q3 | $329K | Sell |
1,082
-72
| -6% | -$19.8K | 0.01% | 182 |
|
|
2024
Q2 | $294K | Buy |
1,154
+58
| +5% | +$15.4K | 0.01% | 196 |
|
|
2024
Q1 | $309K | Buy |
1,096
+143
| +15% | +$41.6K | 0.01% | 204 |
|
|
2023
Q4 | $283K | Sell |
953
-92
| -9% | -$25K | 0.01% | 205 |
|
|
2023
Q3 | $275K | Sell |
1,045
-11
| -1% | -$3.14K | 0.02% | 189 |
|
|
2023
Q2 | $315K | Buy |
1,056
+11
| +1% | +$3.2K | 0.02% | 184 |
|
|
2023
Q1 | $292K | Hold |
1,045
| – | – | 0.02% | 188 |
|
|
2022
Q4 | $275K | Buy |
1,045
+103
| +11% | +$27.2K | 0.02% | 198 |
|
|
2022
Q3 | $217K | Sell |
942
-160
| -15% | -$40.9K | 0.01% | 205 |
|
|
2022
Q2 | $272K | Sell |
1,102
-25
| -2% | -$6.16K | 0.02% | 197 |
|
|
2022
Q1 | $279K | Hold |
1,127
| – | – | 0.01% | 197 |
|
|
2021
Q4 | $302K | Hold |
1,127
| – | – | 0.02% | 200 |
|
|
2021
Q3 | $272K | Hold |
1,127
| – | – | 0.02% | 192 |
|
|
2021
Q2 | $260K | Buy |
1,127
+127
| +13% | +$29.6K | 0.01% | 188 |
|
|
2021
Q1 | $224K | Buy |
1,000
+15
| +2% | +$3.21K | 0.01% | 182 |
|
|
2020
Q4 | $211K | Hold |
985
| – | – | 0.02% | 173 |
|
|
2020
Q3 | $216K | Buy |
+985
| New | +$202K | 0.02% | 169 |
|
|
2020
Q1 | – | Sell |
-1,097
| Closed | -$217K | – | 189 |
|
|
2019
Q4 | $217K | Hold |
1,097
| – | – | 0.02% | 180 |
|
|
2019
Q3 | $236K | Sell |
1,097
-300
| -21% | -$64.3K | 0.02% | 172 |
|
|
2019
Q2 | $290K | Sell |
1,397
-50
| -3% | -$9.9K | 0.02% | 166 |
|
|
2019
Q1 | $275K | Sell |
1,447
-32
| -2% | -$5.81K | 0.02% | 164 |
|
|
2018
Q4 | $263K | Sell |
1,479
-724
| -33% | -$128K | 0.03% | 174 |
|
|
2018
Q3 | $369K | Sell |
2,203
-400
| -15% | -$64.1K | 0.03% | 181 |
|
|
2018
Q2 | $408K | Buy |
+2,603
| New | +$422K | 0.04% | 180 |
|
|
2018
Q1 | – | Sell |
-1,204
| Closed | -$207K | – | 215 |
|
|
2017
Q4 | $207K | Buy |
+1,204
| New | +$202K | 0.02% | 168 |
|
|
2017
Q3 | – | Sell |
-1,405
| Closed | -$215K | – | 177 |
|
|
2017
Q2 | $215K | Buy |
+1,405
| New | +$203K | 0.02% | 144 |
|
|
2014
Q1 | – | Sell |
-1,300
| Closed | -$126K | – | 239 |
|
|
2013
Q4 | $126K | Sell |
1,300
-2,500
| -66% | -$240K | 0.01% | 213 |
|
|
2013
Q3 | $366K | Sell |
3,800
-435
| -10% | -$42.5K | 0.04% | 159 |
|
|
2013
Q2 | $419K | Buy |
+4,235
| New | +$424K | 0.05% | 152 |
|
Other funds holding MCD
VCM
VPM
DAM