CIM 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 | $3.85M | Buy |
13,215
+6,596
| +100% | +$1.92M | 0.73% | 22 |
|
|
2025
Q1 | $2.07M | Sell |
6,619
-5
| -0.1% | -$1.56K | 0.47% | 21 |
|
|
2024
Q4 | $1.92M | Buy |
6,624
+11
| +0.2% | +$3.19K | 0.56% | 26 |
|
|
2024
Q3 | $2.01M | Sell |
6,613
-142
| -2% | -$43.2K | 0.6% | 27 |
|
|
2024
Q2 | $1.72M | Sell |
6,755
-47
| -0.7% | -$12K | 0.53% | 29 |
|
|
2024
Q1 | $1.92M | Buy |
+6,802
| New | +$1.92M | 0.57% | 23 |
|
|
2021
Q2 | – | Sell |
-3,553
| Closed | -$796K | – | 318 |
|
|
2021
Q1 | $796K | Buy |
+3,553
| New | +$796K | 0.25% | 73 |
|
|
2020
Q3 | – | Sell |
-3,746
| Closed | -$691K | – | 274 |
|
|
2020
Q2 | $691K | Hold |
3,746
| – | – | 0.28% | 73 |
|
|
2020
Q1 | $619K | Sell |
3,746
-3,497
| -48% | -$578K | 0.3% | 69 |
|
|
2019
Q4 | $1.43M | Buy |
7,243
+3,076
| +74% | +$608K | 0.57% | 20 |
|
|
2019
Q3 | $895K | Buy |
4,167
+2,260
| +119% | +$485K | 0.33% | 47 |
|
|
2019
Q2 | $396K | Buy |
1,907
+61
| +3% | +$12.7K | 0.14% | 170 |
|
|
2019
Q1 | $351K | Buy |
+1,846
| New | +$351K | 0.14% | 200 |
|
|
2018
Q4 | – | Sell |
-8,611
| Closed | -$1.44M | – | 320 |
|
|
2018
Q3 | $1.44M | Sell |
8,611
-4
| -0% | -$669 | 0.51% | 20 |
|
|
2018
Q2 | $1.35M | Sell |
8,615
-237
| -3% | -$37.1K | 0.47% | 25 |
|
|
2018
Q1 | $1.38M | Buy |
8,852
+5,135
| +138% | +$803K | 0.47% | 24 |
|
|
2017
Q4 | $640K | Sell |
3,717
-108
| -3% | -$18.6K | 0.22% | 124 |
|
|
2017
Q3 | $599K | Sell |
3,825
-225
| -6% | -$35.2K | 0.22% | 118 |
|
|
2017
Q2 | $620K | Sell |
4,050
-61
| -1% | -$9.34K | 0.22% | 115 |
|
|
2017
Q1 | $533K | Sell |
4,111
-363
| -8% | -$47.1K | 0.18% | 149 |
|
|
2016
Q4 | $545K | Buy |
4,474
+48
| +1% | +$5.85K | 0.2% | 144 |
|
|
2016
Q3 | $511K | Sell |
4,426
-320
| -7% | -$36.9K | 0.2% | 140 |
|
|
2016
Q2 | $571K | Buy |
4,746
+302
| +7% | +$36.3K | 0.24% | 118 |
|
|
2016
Q1 | $559K | Buy |
+4,444
| New | +$559K | 0.24% | 124 |
|
|
2014
Q4 | – | Sell |
-7,450
| Closed | -$706K | – | 255 |
|
|
2014
Q3 | $706K | Sell |
7,450
-334
| -4% | -$31.7K | 0.36% | 118 |
|
|
2014
Q2 | $784K | Sell |
7,784
-204
| -3% | -$20.5K | 0.39% | 111 |
|
|
2014
Q1 | $783K | Sell |
7,988
-181
| -2% | -$17.7K | 0.36% | 111 |
|
|
2013
Q4 | $793K | Buy |
8,169
+540
| +7% | +$52.4K | 0.4% | 113 |
|
|
2013
Q3 | $734K | Sell |
7,629
-7,040
| -48% | -$677K | 0.43% | 96 |
|
|
2013
Q2 | $1.45M | Buy |
+14,669
| New | +$1.45M | 0.86% | 30 |
|