Compass Capital 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 | $1.13M | Buy |
3,856
+200
| +5% | +$58.4K | 0.06% | 51 |
|
|
2025
Q1 | $1.14M | Hold |
3,656
| – | – | 0.08% | 28 |
|
|
2024
Q4 | $1.06M | Hold |
3,656
| – | – | 0.07% | 29 |
|
|
2024
Q3 | $1.11M | Hold |
3,656
| – | – | 0.07% | 29 |
|
|
2024
Q2 | $932K | Hold |
3,656
| – | – | 0.06% | 29 |
|
|
2024
Q1 | $1.03M | Hold |
3,656
| – | – | 0.07% | 30 |
|
|
2023
Q4 | $1.08M | Hold |
3,656
| – | – | 0.08% | 29 |
|
|
2023
Q3 | $963K | Hold |
3,656
| – | – | 0.08% | 28 |
|
|
2023
Q2 | $1.09M | Hold |
3,656
| – | – | 0.08% | 29 |
|
|
2023
Q1 | $1.02M | Hold |
3,656
| – | – | 0.08% | 30 |
|
|
2022
Q4 | $963K | Hold |
3,656
| – | – | 0.08% | 31 |
|
|
2022
Q3 | $844K | Hold |
3,656
| – | – | 0.07% | 31 |
|
|
2022
Q2 | $903K | Hold |
3,656
| – | – | 0.07% | 29 |
|
|
2022
Q1 | $904K | Hold |
3,656
| – | – | 0.06% | 30 |
|
|
2021
Q4 | $980K | Hold |
3,656
| – | – | 0.07% | 30 |
|
|
2021
Q3 | $881K | Hold |
3,656
| – | – | 0.07% | 30 |
|
|
2021
Q2 | $844K | Hold |
3,656
| – | – | 0.06% | 30 |
|
|
2021
Q1 | $819K | Hold |
3,656
| – | – | 0.07% | 30 |
|
|
2020
Q4 | $785K | Hold |
3,656
| – | – | 0.07% | 30 |
|
|
2020
Q3 | $802K | Hold |
3,656
| – | – | 0.08% | 30 |
|
|
2020
Q2 | $674K | Hold |
3,656
| – | – | 0.07% | 29 |
|
|
2020
Q1 | $605K | Hold |
3,656
| – | – | 0.08% | 29 |
|
|
2019
Q4 | $722K | Hold |
3,656
| – | – | 0.08% | 30 |
|
|
2019
Q3 | $785K | Hold |
3,656
| – | – | 0.09% | 29 |
|
|
2019
Q2 | $759K | Sell |
3,656
-20
| -0.5% | -$4.15K | 0.09% | 29 |
|
|
2019
Q1 | $698K | Buy |
3,676
+20
| +0.5% | +$3.8K | 0.09% | 30 |
|
|
2018
Q4 | $649K | Sell |
3,656
-500
| -12% | -$88.8K | 0.09% | 30 |
|
|
2018
Q3 | $695K | Buy |
4,156
+500
| +14% | +$83.6K | 0.09% | 31 |
|
|
2018
Q2 | $573K | Sell |
3,656
-725
| -17% | -$114K | 0.08% | 32 |
|
|
2018
Q1 | $685K | Sell |
4,381
-305
| -7% | -$47.7K | 0.1% | 32 |
|
|
2017
Q4 | $807K | Hold |
4,686
| – | – | 0.12% | 32 |
|
|
2017
Q3 | $734K | Hold |
4,686
| – | – | 0.12% | 32 |
|
|
2017
Q2 | $718K | Hold |
4,686
| – | – | 0.12% | 32 |
|
|
2017
Q1 | $607K | Hold |
4,686
| – | – | 0.1% | 32 |
|
|
2016
Q4 | $570K | Hold |
4,686
| – | – | 0.11% | 35 |
|
|
2016
Q3 | $541K | Sell |
4,686
-131
| -3% | -$15.1K | 0.1% | 34 |
|
|
2016
Q2 | $580K | Buy |
4,817
+131
| +3% | +$15.8K | 0.11% | 34 |
|
|
2016
Q1 | $589K | Buy |
4,686
+370
| +9% | +$46.5K | 0.12% | 33 |
|
|
2015
Q4 | $510K | Hold |
4,316
| – | – | 0.11% | 34 |
|
|
2015
Q3 | $425K | Sell |
4,316
-138
| -3% | -$13.6K | 0.1% | 36 |
|
|
2015
Q2 | $423K | Buy |
4,454
+138
| +3% | +$13.1K | 0.09% | 36 |
|
|
2015
Q1 | $421K | Hold |
4,316
| – | – | 0.09% | 37 |
|
|
2014
Q4 | $404K | Hold |
4,316
| – | – | 0.09% | 36 |
|
|
2014
Q3 | $409K | Hold |
4,316
| – | – | 0.08% | 47 |
|
|
2014
Q2 | $435K | Hold |
4,316
| – | – | 0.08% | 48 |
|
|
2014
Q1 | $423K | Sell |
4,316
-80
| -2% | -$7.84K | 0.08% | 47 |
|
|
2013
Q4 | $427K | Buy |
4,396
+80
| +2% | +$7.77K | 0.09% | 47 |
|
|
2013
Q3 | $415K | Buy |
4,316
+1,962
| +83% | +$189K | 0.09% | 46 |
|
|
2013
Q2 | $233K | Buy |
+2,354
| New | +$233K | 0.06% | 50 |
|