Copeland Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $126K | Hold |
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|
2025
Q2 | $122K | Hold |
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|
2025
Q1 | $130K | Hold |
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|
2024
Q4 | $121K | Hold |
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|
2024
Q3 | $127K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $117K | Sell |
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|
2023
Q4 | $142K | Sell |
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|
2023
Q3 | $141K | Sell |
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|
2023
Q2 | $165K | Sell |
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|
2023
Q1 | $157K | Sell |
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|
2022
Q4 | $156K | Hold |
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|
2022
Q3 | $136K | Sell |
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|
2022
Q2 | $175K | Sell |
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|
2022
Q1 | $187K | Sell |
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|
2021
Q4 | $204K | Hold |
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|
2021
Q3 | $184K | Sell |
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|
2021
Q2 | $180K | Hold |
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|
2021
Q1 | $175K | Hold |
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|
2020
Q4 | $167K | Sell |
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|
2020
Q3 | $203K | Hold |
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|
2020
Q2 | $171K | Hold |
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|
2020
Q1 | $153K | Sell |
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|
2019
Q4 | $197K | Sell |
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|
2019
Q3 | $225K | Sell |
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|
2019
Q2 | $241K | Sell |
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|
2019
Q1 | $256K | Sell |
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|
2018
Q4 | $256K | Sell |
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|
2018
Q3 | $251K | Sell |
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|
2018
Q2 | $280K | Hold |
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|
2018
Q1 | $279K | Hold |
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|
2017
Q4 | $307K | Hold |
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|
2017
Q3 | $280K | Sell |
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|
2017
Q2 | $277K | Sell |
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|
2017
Q1 | $246K | Sell |
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|
2016
Q4 | $271K | Hold |
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|
2016
Q3 | $257K | Sell |
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|
2016
Q2 | $280K | Sell |
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|
2016
Q1 | $323K | Buy |
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|
2015
Q4 | $298K | Hold |
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|
2015
Q3 | $249K | Sell |
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|
2015
Q2 | $247K | Sell |
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|
2015
Q1 | $259K | Hold |
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|
2014
Q4 | $249K | Sell |
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|
2014
Q3 | $304K | Sell |
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|
2014
Q2 | $331K | Hold |
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|
2014
Q1 | $322K | Sell |
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|
2013
Q4 | $349K | Hold |
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|
2013
Q3 | $346K | Buy |
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|
2013
Q2 | $349K | Buy |
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