Copeland 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 | $122K | Hold |
416
| – | – | ﹤0.01% | 155 |
|
|
2025
Q1 | $130K | Hold |
416
| – | – | ﹤0.01% | 152 |
|
|
2024
Q4 | $121K | Hold |
416
| – | – | ﹤0.01% | 155 |
|
|
2024
Q3 | $127K | Buy |
+416
| New | +$127K | ﹤0.01% | 152 |
|
|
2024
Q2 | – | Sell |
-416
| Closed | -$117K | – | 202 |
|
|
2024
Q1 | $117K | Sell |
416
-62
| -13% | -$17.5K | ﹤0.01% | 149 |
|
|
2023
Q4 | $142K | Sell |
478
-56
| -10% | -$16.6K | ﹤0.01% | 137 |
|
|
2023
Q3 | $141K | Sell |
534
-19
| -3% | -$5.01K | ﹤0.01% | 140 |
|
|
2023
Q2 | $165K | Sell |
553
-8
| -1% | -$2.39K | ﹤0.01% | 142 |
|
|
2023
Q1 | $157K | Sell |
561
-30
| -5% | -$8.4K | ﹤0.01% | 142 |
|
|
2022
Q4 | $156K | Hold |
591
| – | – | ﹤0.01% | 147 |
|
|
2022
Q3 | $136K | Sell |
591
-118
| -17% | -$27.2K | ﹤0.01% | 148 |
|
|
2022
Q2 | $175K | Sell |
709
-48
| -6% | -$11.8K | 0.01% | 147 |
|
|
2022
Q1 | $187K | Sell |
757
-5
| -0.7% | -$1.24K | 0.01% | 142 |
|
|
2021
Q4 | $204K | Hold |
762
| – | – | 0.01% | 142 |
|
|
2021
Q3 | $184K | Sell |
762
-18
| -2% | -$4.35K | 0.01% | 144 |
|
|
2021
Q2 | $180K | Hold |
780
| – | – | 0.01% | 141 |
|
|
2021
Q1 | $175K | Hold |
780
| – | – | 0.01% | 145 |
|
|
2020
Q4 | $167K | Sell |
780
-145
| -16% | -$31K | 0.01% | 141 |
|
|
2020
Q3 | $203K | Hold |
925
| – | – | 0.01% | 125 |
|
|
2020
Q2 | $171K | Hold |
925
| – | – | 0.01% | 130 |
|
|
2020
Q1 | $153K | Sell |
925
-70
| -7% | -$11.6K | 0.01% | 130 |
|
|
2019
Q4 | $197K | Sell |
995
-55
| -5% | -$10.9K | 0.01% | 135 |
|
|
2019
Q3 | $225K | Sell |
1,050
-109
| -9% | -$23.4K | 0.01% | 127 |
|
|
2019
Q2 | $241K | Sell |
1,159
-190
| -14% | -$39.5K | 0.01% | 123 |
|
|
2019
Q1 | $256K | Sell |
1,349
-91
| -6% | -$17.3K | 0.02% | 125 |
|
|
2018
Q4 | $256K | Sell |
1,440
-60
| -4% | -$10.7K | 0.02% | 129 |
|
|
2018
Q3 | $251K | Sell |
1,500
-285
| -16% | -$47.7K | 0.02% | 143 |
|
|
2018
Q2 | $280K | Hold |
1,785
| – | – | 0.02% | 133 |
|
|
2018
Q1 | $279K | Hold |
1,785
| – | – | 0.02% | 129 |
|
|
2017
Q4 | $307K | Hold |
1,785
| – | – | 0.02% | 136 |
|
|
2017
Q3 | $280K | Sell |
1,785
-25
| -1% | -$3.92K | 0.02% | 132 |
|
|
2017
Q2 | $277K | Sell |
1,810
-115
| -6% | -$17.6K | 0.02% | 125 |
|
|
2017
Q1 | $246K | Sell |
1,925
-300
| -13% | -$38.3K | 0.02% | 129 |
|
|
2016
Q4 | $271K | Hold |
2,225
| – | – | 0.02% | 135 |
|
|
2016
Q3 | $257K | Sell |
2,225
-100
| -4% | -$11.6K | 0.02% | 168 |
|
|
2016
Q2 | $280K | Sell |
2,325
-245
| -10% | -$29.5K | 0.02% | 152 |
|
|
2016
Q1 | $323K | Buy |
2,570
+45
| +2% | +$5.66K | 0.02% | 142 |
|
|
2015
Q4 | $298K | Hold |
2,525
| – | – | 0.02% | 163 |
|
|
2015
Q3 | $249K | Sell |
2,525
-70
| -3% | -$6.9K | 0.02% | 156 |
|
|
2015
Q2 | $247K | Sell |
2,595
-60
| -2% | -$5.71K | 0.01% | 183 |
|
|
2015
Q1 | $259K | Hold |
2,655
| – | – | 0.02% | 188 |
|
|
2014
Q4 | $249K | Sell |
2,655
-555
| -17% | -$52.1K | 0.02% | 158 |
|
|
2014
Q3 | $304K | Sell |
3,210
-75
| -2% | -$7.1K | 0.03% | 138 |
|
|
2014
Q2 | $331K | Hold |
3,285
| – | – | 0.04% | 129 |
|
|
2014
Q1 | $322K | Sell |
3,285
-310
| -9% | -$30.4K | 0.04% | 128 |
|
|
2013
Q4 | $349K | Hold |
3,595
| – | – | 0.05% | 96 |
|
|
2013
Q3 | $346K | Buy |
3,595
+65
| +2% | +$6.26K | 0.05% | 87 |
|
|
2013
Q2 | $349K | Buy |
+3,530
| New | +$349K | 0.06% | 74 |
|