Clear Harbor Asset 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 | $528K | Buy |
1,808
+184
| +11% | +$53.8K | 0.04% | 262 |
|
|
2025
Q1 | $507K | Buy |
1,624
+35
| +2% | +$10.9K | 0.04% | 256 |
|
|
2024
Q4 | $461K | Buy |
1,589
+284
| +22% | +$82.3K | 0.04% | 241 |
|
|
2024
Q3 | $397K | Hold |
1,305
| – | – | 0.03% | 257 |
|
|
2024
Q2 | $333K | Hold |
1,305
| – | – | 0.03% | 269 |
|
|
2024
Q1 | $368K | Sell |
1,305
-78
| -6% | -$22K | 0.03% | 254 |
|
|
2023
Q4 | $410K | Buy |
1,383
+98
| +8% | +$29.1K | 0.04% | 234 |
|
|
2023
Q3 | $339K | Hold |
1,285
| – | – | 0.04% | 249 |
|
|
2023
Q2 | $383K | Buy |
+1,285
| New | +$383K | 0.04% | 245 |
|
|
2021
Q4 | – | Sell |
-836
| Closed | -$202K | – | 414 |
|
|
2021
Q3 | $202K | Buy |
+836
| New | +$202K | ﹤0.01% | 327 |
|
|
2020
Q4 | – | Sell |
-790
| Closed | -$173K | – | 546 |
|
|
2020
Q3 | $173K | Buy |
+790
| New | +$173K | 0.03% | 259 |
|
|
2020
Q1 | – | Sell |
-1,250
| Closed | -$247K | – | 506 |
|
|
2019
Q4 | $247K | Hold |
1,250
| – | – | 0.04% | 238 |
|
|
2019
Q3 | $268K | Buy |
+1,250
| New | +$268K | 0.05% | 207 |
|
|
2019
Q2 | – | Sell |
-1,262
| Closed | -$240K | – | 256 |
|
|
2019
Q1 | $240K | Hold |
1,262
| – | – | 0.05% | 211 |
|
|
2018
Q4 | $224K | Sell |
1,262
-200
| -14% | -$35.5K | 0.05% | 200 |
|
|
2018
Q3 | $256K | Hold |
1,462
| – | – | 0.05% | 204 |
|
|
2018
Q2 | $229K | Hold |
1,462
| – | – | 0.04% | 209 |
|
|
2018
Q1 | $229K | Buy |
1,462
+12
| +0.8% | +$1.88K | 0.04% | 202 |
|
|
2017
Q4 | $250K | Sell |
1,450
-100
| -6% | -$17.2K | 0.05% | 202 |
|
|
2017
Q3 | $243K | Hold |
1,550
| – | – | 0.05% | 210 |
|
|
2017
Q2 | $243K | Buy |
+1,550
| New | +$243K | 0.05% | 218 |
|