Clifford Swan Investment Counsel’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 | $23.6M | Sell |
80,684
-338
| -0.4% | -$98.8K | 0.83% | 37 |
|
|
2025
Q1 | $25.3M | Sell |
81,022
-70
| -0.1% | -$21.9K | 0.94% | 32 |
|
|
2024
Q4 | $23.5M | Sell |
81,092
-4,886
| -6% | -$1.42M | 0.85% | 37 |
|
|
2024
Q3 | $26.2M | Sell |
85,978
-3,662
| -4% | -$1.12M | 0.93% | 32 |
|
|
2024
Q2 | $22.8M | Sell |
89,640
-204
| -0.2% | -$52K | 0.85% | 35 |
|
|
2024
Q1 | $25.3M | Sell |
89,844
-1,290
| -1% | -$364K | 0.94% | 31 |
|
|
2023
Q4 | $27M | Sell |
91,134
-85
| -0.1% | -$25.2K | 1.05% | 22 |
|
|
2023
Q3 | $24M | Sell |
91,219
-2
| -0% | -$527 | 1.01% | 24 |
|
|
2023
Q2 | $27.2M | Buy |
91,221
+657
| +0.7% | +$196K | 1.1% | 22 |
|
|
2023
Q1 | $25.3M | Sell |
90,564
-1,067
| -1% | -$298K | 1.06% | 25 |
|
|
2022
Q4 | $24.1M | Sell |
91,631
-185
| -0.2% | -$48.8K | 1.05% | 24 |
|
|
2022
Q3 | $21.2M | Sell |
91,816
-1,173
| -1% | -$271K | 0.99% | 27 |
|
|
2022
Q2 | $23M | Sell |
92,989
-249
| -0.3% | -$61.5K | 0.99% | 28 |
|
|
2022
Q1 | $23.1M | Sell |
93,238
-1,792
| -2% | -$443K | 0.85% | 36 |
|
|
2021
Q4 | $25.5M | Buy |
95,030
+436
| +0.5% | +$117K | 0.89% | 34 |
|
|
2021
Q3 | $23.7M | Sell |
94,594
-370
| -0.4% | -$92.7K | 0.87% | 36 |
|
|
2021
Q2 | $22.3M | Sell |
94,964
-4,458
| -4% | -$1.05M | 0.85% | 36 |
|
|
2021
Q1 | $22.3M | Sell |
99,422
-116
| -0.1% | -$26K | 0.92% | 34 |
|
|
2020
Q4 | $21.4M | Sell |
99,538
-500
| -0.5% | -$107K | 0.93% | 35 |
|
|
2020
Q3 | $22M | Sell |
100,038
-735
| -0.7% | -$161K | 1.05% | 30 |
|
|
2020
Q2 | $18.6M | Sell |
100,773
-3,165
| -3% | -$584K | 0.96% | 34 |
|
|
2020
Q1 | $17.2M | Sell |
103,938
-1,261
| -1% | -$209K | 1.04% | 31 |
|
|
2019
Q4 | $20.8M | Sell |
105,199
-725
| -0.7% | -$143K | 1% | 32 |
|
|
2019
Q3 | $22.7M | Sell |
105,924
-1,409
| -1% | -$303K | 1.18% | 27 |
|
|
2019
Q2 | $22.3M | Sell |
107,333
-295
| -0.3% | -$61.3K | 1.17% | 28 |
|
|
2019
Q1 | $20.4M | Sell |
107,628
-1,651
| -2% | -$314K | 1.1% | 29 |
|
|
2018
Q4 | $19.4M | Sell |
109,279
-905
| -0.8% | -$161K | 1.18% | 26 |
|
|
2018
Q3 | $18.4M | Sell |
110,184
-243
| -0.2% | -$40.7K | 0.96% | 37 |
|
|
2018
Q2 | $17.3M | Sell |
110,427
-1,086
| -1% | -$170K | 0.97% | 35 |
|
|
2018
Q1 | $17.4M | Sell |
111,513
-1,985
| -2% | -$310K | 0.98% | 33 |
|
|
2017
Q4 | $19.5M | Sell |
113,498
-1,023
| -0.9% | -$176K | 1.06% | 27 |
|
|
2017
Q3 | $17.9M | Sell |
114,521
-724
| -0.6% | -$113K | 1.09% | 26 |
|
|
2017
Q2 | $17.7M | Sell |
115,245
-2,648
| -2% | -$406K | 1.1% | 27 |
|
|
2017
Q1 | $15.3M | Sell |
117,893
-1,225
| -1% | -$159K | 0.98% | 32 |
|
|
2016
Q4 | $14.5M | Buy |
119,118
+36
| +0% | +$4.38K | 0.97% | 29 |
|
|
2016
Q3 | $13.7M | Buy |
119,082
+360
| +0.3% | +$41.5K | 0.93% | 34 |
|
|
2016
Q2 | $14.3M | Sell |
118,722
-2,892
| -2% | -$348K | 0.99% | 33 |
|
|
2016
Q1 | $15.3M | Sell |
121,614
-2,355
| -2% | -$296K | 1.04% | 31 |
|
|
2015
Q4 | $14.6M | Sell |
123,969
-5,410
| -4% | -$639K | 1% | 29 |
|
|
2015
Q3 | $12.7M | Sell |
129,379
-3,750
| -3% | -$369K | 0.91% | 37 |
|
|
2015
Q2 | $12.7M | Sell |
133,129
-3,017
| -2% | -$287K | 0.85% | 43 |
|
|
2015
Q1 | $13.3M | Buy |
136,146
+4,613
| +4% | +$449K | 0.87% | 41 |
|
|
2014
Q4 | $12.3M | Buy |
131,533
+1,610
| +1% | +$151K | 0.81% | 42 |
|
|
2014
Q3 | $12.3M | Sell |
129,923
-2,630
| -2% | -$249K | 0.84% | 41 |
|
|
2014
Q2 | $13.4M | Buy |
132,553
+3,310
| +3% | +$333K | 0.9% | 40 |
|
|
2014
Q1 | $12.7M | Buy |
129,243
+7,362
| +6% | +$722K | 0.89% | 41 |
|
|
2013
Q4 | $11.8M | Sell |
121,881
-1,321
| -1% | -$128K | 0.85% | 40 |
|
|
2013
Q3 | $11.9M | Sell |
123,202
-3,328
| -3% | -$320K | 0.95% | 38 |
|
|
2013
Q2 | $12.5M | Buy |
+126,530
| New | +$12.5M | 1.05% | 36 |
|