Convergence Investment Partners’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 | $251K | Sell |
859
-52
| -6% | -$15.2K | 0.06% | 218 |
|
|
2025
Q1 | $285K | Sell |
911
-251
| -22% | -$78.4K | 0.08% | 215 |
|
|
2024
Q4 | $337K | Sell |
1,162
-11
| -0.9% | -$3.19K | 0.08% | 204 |
|
|
2024
Q3 | $357K | Sell |
1,173
-31
| -3% | -$9.44K | 0.1% | 194 |
|
|
2024
Q2 | $307K | Sell |
1,204
-39
| -3% | -$9.94K | 0.09% | 208 |
|
|
2024
Q1 | $350K | Sell |
1,243
-2,379
| -66% | -$670K | 0.13% | 182 |
|
|
2023
Q4 | $1.07M | Buy |
3,622
+2,385
| +193% | +$707K | 0.56% | 65 |
|
|
2023
Q3 | $326K | Buy |
1,237
+15
| +1% | +$3.95K | 0.19% | 111 |
|
|
2023
Q2 | $365K | Sell |
1,222
-36
| -3% | -$10.8K | 0.21% | 107 |
|
|
2023
Q1 | $352K | Sell |
1,258
-13
| -1% | -$3.64K | 0.21% | 108 |
|
|
2022
Q4 | $335K | Sell |
1,271
-43
| -3% | -$11.3K | 0.2% | 116 |
|
|
2022
Q3 | $303K | Sell |
1,314
-81
| -6% | -$18.7K | 0.2% | 116 |
|
|
2022
Q2 | $344K | Sell |
1,395
-8
| -0.6% | -$1.97K | 0.21% | 112 |
|
|
2022
Q1 | $347K | Sell |
1,403
-6
| -0.4% | -$1.48K | 0.18% | 121 |
|
|
2021
Q4 | $378K | Sell |
1,409
-70
| -5% | -$18.8K | 0.19% | 122 |
|
|
2021
Q3 | $357K | Sell |
1,479
-44
| -3% | -$10.6K | 0.19% | 120 |
|
|
2021
Q2 | $352K | Sell |
1,523
-94
| -6% | -$21.7K | 0.15% | 142 |
|
|
2021
Q1 | $362K | Sell |
1,617
-5,603
| -78% | -$1.25M | 0.17% | 129 |
|
|
2020
Q4 | $1.55M | Sell |
7,220
-538
| -7% | -$115K | 0.78% | 47 |
|
|
2020
Q3 | $1.7M | Sell |
7,758
-3,973
| -34% | -$872K | 0.59% | 46 |
|
|
2020
Q2 | $2.16M | Buy |
11,731
+10,228
| +681% | +$1.89M | 0.74% | 40 |
|
|
2020
Q1 | $248K | Sell |
1,503
-133
| -8% | -$21.9K | 0.11% | 195 |
|
|
2019
Q4 | $323K | Sell |
1,636
-22
| -1% | -$4.34K | 0.09% | 190 |
|
|
2019
Q3 | $356K | Sell |
1,658
-142
| -8% | -$30.5K | 0.1% | 187 |
|
|
2019
Q2 | $374K | Buy |
1,800
+22
| +1% | +$4.57K | 0.09% | 189 |
|
|
2019
Q1 | $338K | Sell |
1,778
-7
| -0.4% | -$1.33K | 0.07% | 209 |
|
|
2018
Q4 | $317K | Buy |
1,785
+220
| +14% | +$39.1K | 0.07% | 243 |
|
|
2018
Q3 | $262K | Buy |
1,565
+77
| +5% | +$12.9K | 0.05% | 280 |
|
|
2018
Q2 | $233K | Buy |
1,488
+23
| +2% | +$3.6K | 0.03% | 286 |
|
|
2018
Q1 | $229K | Buy |
1,465
+89
| +6% | +$13.9K | 0.03% | 278 |
|
|
2017
Q4 | $237K | Buy |
1,376
+900
| +189% | +$155K | 0.03% | 286 |
|
|
2017
Q3 | $75K | Sell |
476
-914
| -66% | -$144K | 0.01% | 312 |
|
|
2017
Q2 | $213K | Buy |
+1,390
| New | +$213K | 0.03% | 333 |
|
|
2016
Q2 | – | Sell |
-37,942
| Closed | -$4.77M | – | 350 |
|
|
2016
Q1 | $4.77M | Buy |
+37,942
| New | +$4.77M | 0.57% | 46 |
|
|
2014
Q4 | – | Sell |
-10,791
| Closed | -$1.02M | – | 402 |
|
|
2014
Q3 | $1.02M | Sell |
10,791
-207
| -2% | -$19.6K | 0.14% | 227 |
|
|
2014
Q2 | $1.11M | Buy |
10,998
+389
| +4% | +$39.2K | 0.15% | 215 |
|
|
2014
Q1 | $1.04M | Buy |
10,609
+374
| +4% | +$36.7K | 0.16% | 186 |
|
|
2013
Q4 | $993K | Buy |
10,235
+1,612
| +19% | +$156K | 0.16% | 171 |
|
|
2013
Q3 | $830K | Buy |
8,623
+851
| +11% | +$81.9K | 0.18% | 166 |
|
|
2013
Q2 | $769K | Buy |
+7,772
| New | +$769K | 0.2% | 153 |
|