Claret Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Hold |
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|
2025
Q1 | $362K | Buy |
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|
2024
Q4 | $324K | Sell |
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|
2024
Q3 | $342K | Hold |
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|
2024
Q2 | $286K | Hold |
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|
2024
Q1 | $317K | Sell |
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|
2023
Q4 | $335K | Buy |
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|
2023
Q3 | $295K | Sell |
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|
2023
Q2 | $345K | Sell |
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|
2023
Q1 | $327K | Hold |
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|
2022
Q4 | $309K | Buy |
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|
2022
Q3 | $269K | Hold |
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|
2022
Q2 | $287K | Buy |
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|
2022
Q1 | $283K | Sell |
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|
2021
Q4 | $318K | Hold |
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|
2021
Q3 | $286K | Hold |
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|
2021
Q2 | $274K | Buy |
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|
2021
Q1 | $259K | Buy |
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|
2020
Q4 | $239K | Hold |
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|
2020
Q3 | $245K | Sell |
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|
2020
Q2 | $238K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $318K | Sell |
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|
2017
Q4 | $357K | Buy |
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