Chilton 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 | $368K | Buy |
1,258
+255
| +25% | +$74.5K | 0.01% | 180 |
|
2025
Q1 | $313K | Sell |
1,003
-45
| -4% | -$14.1K | 0.01% | 184 |
|
2024
Q4 | $304K | Sell |
1,048
-34
| -3% | -$9.86K | 0.01% | 178 |
|
2024
Q3 | $329K | Sell |
1,082
-72
| -6% | -$21.9K | 0.01% | 180 |
|
2024
Q2 | $294K | Buy |
1,154
+58
| +5% | +$14.8K | 0.01% | 194 |
|
2024
Q1 | $309K | Buy |
1,096
+143
| +15% | +$40.3K | 0.01% | 202 |
|
2023
Q4 | $283K | Sell |
953
-92
| -9% | -$27.3K | 0.01% | 203 |
|
2023
Q3 | $275K | Sell |
1,045
-11
| -1% | -$2.9K | 0.02% | 187 |
|
2023
Q2 | $315K | Buy |
1,056
+11
| +1% | +$3.28K | 0.02% | 182 |
|
2023
Q1 | $292K | Hold |
1,045
| – | – | 0.02% | 186 |
|
2022
Q4 | $275K | Buy |
1,045
+103
| +11% | +$27.1K | 0.02% | 198 |
|
2022
Q3 | $217K | Sell |
942
-160
| -15% | -$36.9K | 0.01% | 205 |
|
2022
Q2 | $272K | Sell |
1,102
-25
| -2% | -$6.17K | 0.02% | 195 |
|
2022
Q1 | $279K | Hold |
1,127
| – | – | 0.01% | 195 |
|
2021
Q4 | $302K | Hold |
1,127
| – | – | 0.02% | 198 |
|
2021
Q3 | $272K | Hold |
1,127
| – | – | 0.02% | 190 |
|
2021
Q2 | $260K | Buy |
1,127
+127
| +13% | +$29.3K | 0.01% | 186 |
|
2021
Q1 | $224K | Buy |
1,000
+15
| +2% | +$3.36K | 0.01% | 180 |
|
2020
Q4 | $211K | Hold |
985
| – | – | 0.02% | 172 |
|
2020
Q3 | $216K | Buy |
+985
| New | +$216K | 0.02% | 167 |
|
2020
Q1 | – | Sell |
-1,097
| Closed | -$217K | – | 187 |
|
2019
Q4 | $217K | Hold |
1,097
| – | – | 0.02% | 178 |
|
2019
Q3 | $236K | Sell |
1,097
-300
| -21% | -$64.5K | 0.02% | 170 |
|
2019
Q2 | $290K | Sell |
1,397
-50
| -3% | -$10.4K | 0.02% | 164 |
|
2019
Q1 | $275K | Sell |
1,447
-32
| -2% | -$6.08K | 0.02% | 163 |
|
2018
Q4 | $263K | Sell |
1,479
-724
| -33% | -$129K | 0.03% | 173 |
|
2018
Q3 | $369K | Sell |
2,203
-400
| -15% | -$67K | 0.03% | 179 |
|
2018
Q2 | $408K | Buy |
+2,603
| New | +$408K | 0.04% | 180 |
|
2018
Q1 | – | Sell |
-1,204
| Closed | -$207K | – | 215 |
|
2017
Q4 | $207K | Buy |
+1,204
| New | +$207K | 0.02% | 168 |
|
2017
Q3 | – | Sell |
-1,405
| Closed | -$215K | – | 177 |
|
2017
Q2 | $215K | Buy |
+1,405
| New | +$215K | 0.02% | 144 |
|
2014
Q1 | – | Sell |
-1,300
| Closed | -$126K | – | 239 |
|
2013
Q4 | $126K | Sell |
1,300
-2,500
| -66% | -$243K | 0.01% | 213 |
|
2013
Q3 | $366K | Sell |
3,800
-435
| -10% | -$41.9K | 0.04% | 159 |
|
2013
Q2 | $419K | Buy |
+4,235
| New | +$419K | 0.05% | 152 |
|