Cobblestone Capital Advisors’s McDonald's MCD Stock Holding History

Cobblestone Capital Advisors’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.9M	Buy	6,496 +5	+0.1%	+$1.46K	0.1%	90
2025 Q1	$2.03M	Buy	6,491 +80	+1%	+$25K	0.11%	81
2024 Q4	$1.86M	Sell	6,411 -1,824	-22%	-$529K	0.1%	88
2024 Q3	$2.51M	Buy	8,235 +311	+4%	+$94.7K	0.14%	65
2024 Q2	$2.02M	Sell	7,924 -50	-0.6%	-$12.7K	0.12%	76
2024 Q1	$2.25M	Buy	7,974 +450	+6%	+$127K	0.14%	71
2023 Q4	$2.23M	Sell	7,524 -100	-1%	-$29.7K	0.15%	70
2023 Q3	$2.01M	Buy	7,624 +78	+1%	+$20.5K	0.15%	69
2023 Q2	$2.25M	Buy	7,546 +22	+0.3%	+$6.57K	0.16%	67
2023 Q1	$2.1M	Sell	7,524 -1,091	-13%	-$305K	0.16%	70
2022 Q4	$2.27M	Sell	8,615 -91	-1%	-$24K	0.17%	68
2022 Q3	$2.01M	Hold	8,706	–	–	0.17%	65
2022 Q2	$2.15M	Sell	8,706 -83	-0.9%	-$20.5K	0.16%	67
2022 Q1	$2.17M	Buy	8,789 +166	+2%	+$41K	0.15%	69
2021 Q4	$2.31M	Buy	8,623 +507	+6%	+$136K	0.15%	69
2021 Q3	$1.96M	Buy	8,116 +1,000	+14%	+$241K	0.13%	76
2021 Q2	$1.64M	Hold	7,116	–	–	0.11%	87
2021 Q1	$1.6M	Sell	7,116 -150	-2%	-$33.6K	0.12%	88
2020 Q4	$1.56M	Sell	7,266 -20	-0.3%	-$4.29K	0.12%	83
2020 Q3	$1.6M	Buy	7,286 +210	+3%	+$46.1K	0.14%	76
2020 Q2	$1.31M	Sell	7,076 -160	-2%	-$29.5K	0.12%	87
2020 Q1	$1.2M	Hold	7,236	–	–	0.13%	84
2019 Q4	$1.43M	Buy	7,236 +617	+9%	+$122K	0.13%	85
2019 Q3	$1.42M	Sell	6,619 -150	-2%	-$32.2K	0.14%	79
2019 Q2	$1.41M	Buy	6,769 +4,963	+275%	+$1.03M	0.13%	83
2019 Q1	$343K	Sell	1,806 -390	-18%	-$74.1K	0.03%	185
2018 Q4	$390K	Buy	2,196 +1	+0%	+$178	0.04%	165
2018 Q3	$367K	Buy	2,195 +50	+2%	+$8.36K	0.03%	182
2018 Q2	$336K	Buy	2,145 +10	+0.5%	+$1.57K	0.03%	187
2018 Q1	$334K	Buy	2,135 +820	+62%	+$128K	0.03%	187
2017 Q4	$226K	Buy	+1,315	New	+$226K	0.02%	225
2014 Q4	–	Sell	-2,604	Closed	-$247K	–	167
2014 Q3	$247K	Sell	2,604 -88	-3%	-$8.35K	0.05%	146
2014 Q2	$271K	Buy	+2,692	New	+$271K	0.05%	141