Congress 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 | $15M | Sell |
51,269
-301
| -0.6% | -$87.9K | 0.1% | 160 |
|
|
2025
Q1 | $16.1M | Sell |
51,570
-1,046
| -2% | -$327K | 0.12% | 150 |
|
|
2024
Q4 | $15.3M | Buy |
52,616
+5,845
| +12% | +$1.69M | 0.1% | 159 |
|
|
2024
Q3 | $14.2M | Sell |
46,771
-79
| -0.2% | -$24.1K | 0.1% | 160 |
|
|
2024
Q2 | $11.9M | Sell |
46,850
-182
| -0.4% | -$46.4K | 0.09% | 171 |
|
|
2024
Q1 | $13.3M | Sell |
47,032
-396
| -0.8% | -$112K | 0.09% | 155 |
|
|
2023
Q4 | $14.1M | Sell |
47,428
-1,890
| -4% | -$560K | 0.11% | 144 |
|
|
2023
Q3 | $13M | Sell |
49,318
-16
| -0% | -$4.22K | 0.11% | 143 |
|
|
2023
Q2 | $14.7M | Buy |
49,334
+742
| +2% | +$221K | 0.13% | 138 |
|
|
2023
Q1 | $13.6M | Buy |
48,592
+912
| +2% | +$255K | 0.13% | 142 |
|
|
2022
Q4 | $12.6M | Buy |
47,680
+1,414
| +3% | +$373K | 0.13% | 144 |
|
|
2022
Q3 | $10.7M | Buy |
46,266
+1,050
| +2% | +$242K | 0.11% | 144 |
|
|
2022
Q2 | $11.2M | Buy |
45,216
+42,889
| +1,843% | +$10.6M | 0.11% | 145 |
|
|
2022
Q1 | $575K | Sell |
2,327
-36
| -2% | -$8.9K | ﹤0.01% | 327 |
|
|
2021
Q4 | $633K | Sell |
2,363
-245
| -9% | -$65.6K | ﹤0.01% | 328 |
|
|
2021
Q3 | $629K | Buy |
2,608
+211
| +9% | +$50.9K | ﹤0.01% | 315 |
|
|
2021
Q2 | $554K | Sell |
2,397
-101
| -4% | -$23.3K | ﹤0.01% | 321 |
|
|
2021
Q1 | $560K | Sell |
2,498
-19
| -0.8% | -$4.26K | 0.01% | 318 |
|
|
2020
Q4 | $540K | Buy |
2,517
+320
| +15% | +$68.7K | 0.01% | 310 |
|
|
2020
Q3 | $482K | Buy |
2,197
+414
| +23% | +$90.8K | 0.01% | 294 |
|
|
2020
Q2 | $329K | Buy |
1,783
+100
| +6% | +$18.5K | ﹤0.01% | 297 |
|
|
2020
Q1 | $278K | Sell |
1,683
-2,187
| -57% | -$361K | ﹤0.01% | 308 |
|
|
2019
Q4 | $765K | Sell |
3,870
-19
| -0.5% | -$3.76K | 0.01% | 291 |
|
|
2019
Q3 | $835K | Sell |
3,889
-651
| -14% | -$140K | 0.01% | 293 |
|
|
2019
Q2 | $943K | Sell |
4,540
-70
| -2% | -$14.5K | 0.01% | 298 |
|
|
2019
Q1 | $875K | Buy |
4,610
+35
| +0.8% | +$6.64K | 0.01% | 298 |
|
|
2018
Q4 | $812K | Buy |
4,575
+35
| +0.8% | +$6.21K | 0.01% | 309 |
|
|
2018
Q3 | $759K | Sell |
4,540
-15
| -0.3% | -$2.51K | 0.01% | 321 |
|
|
2018
Q2 | $714K | Sell |
4,555
-725
| -14% | -$114K | 0.01% | 321 |
|
|
2018
Q1 | $826K | Sell |
5,280
-1,050
| -17% | -$164K | 0.01% | 317 |
|
|
2017
Q4 | $1.09M | Sell |
6,330
-10,081
| -61% | -$1.74M | 0.02% | 304 |
|
|
2017
Q3 | $2.57M | Sell |
16,411
-302,101
| -95% | -$47.3M | 0.04% | 233 |
|
|
2017
Q2 | $48.8M | Sell |
318,512
-12,372
| -4% | -$1.89M | 0.87% | 61 |
|
|
2017
Q1 | $42.9M | Buy |
330,884
+4,471
| +1% | +$579K | 0.82% | 71 |
|
|
2016
Q4 | $39.7M | Sell |
326,413
-19,970
| -6% | -$2.43M | 0.83% | 71 |
|
|
2016
Q3 | $40M | Sell |
346,383
-1,644
| -0.5% | -$190K | 0.88% | 69 |
|
|
2016
Q2 | $41.9M | Buy |
348,027
+52
| +0% | +$6.26K | 0.97% | 50 |
|
|
2016
Q1 | $43.7M | Buy |
347,975
+343,492
| +7,662% | +$43.2M | 1.06% | 36 |
|
|
2015
Q4 | $530K | Hold |
4,483
| – | – | 0.01% | 198 |
|
|
2015
Q3 | $442K | Sell |
4,483
-883
| -16% | -$87.1K | 0.01% | 188 |
|
|
2015
Q2 | $510K | Sell |
5,366
-125
| -2% | -$11.9K | 0.01% | 198 |
|
|
2015
Q1 | $535K | Sell |
5,491
-1,130
| -17% | -$110K | 0.01% | 193 |
|
|
2014
Q4 | $620K | Sell |
6,621
-403
| -6% | -$37.7K | 0.02% | 195 |
|
|
2014
Q3 | $666K | Sell |
7,024
-16,454
| -70% | -$1.56M | 0.02% | 195 |
|
|
2014
Q2 | $2.37M | Buy |
23,478
+417
| +2% | +$42K | 0.06% | 161 |
|
|
2014
Q1 | $2.26M | Buy |
23,061
+1,230
| +6% | +$121K | 0.06% | 161 |
|
|
2013
Q4 | $2.12M | Buy |
21,831
+1,624
| +8% | +$158K | 0.06% | 158 |
|
|
2013
Q3 | $1.94M | Buy |
20,207
+4,943
| +32% | +$476K | 0.05% | 156 |
|
|
2013
Q2 | $1.51M | Buy |
+15,264
| New | +$1.51M | 0.04% | 159 |
|