Court Place Advisors’s McDonald's MCD Stock Holding History

Court Place Advisors’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.63M	Sell	5,585 -201	-3%	-$58.7K	0.51%	42
2025 Q1	$1.81M	Buy	5,786 +330	+6%	+$103K	0.6%	41
2024 Q4	$1.58M	Sell	5,456 -63	-1%	-$18.3K	0.51%	43
2024 Q3	$1.68M	Sell	5,519 -50	-0.9%	-$15.2K	0.49%	47
2024 Q2	$1.42M	Buy	5,569 +753	+16%	+$192K	0.45%	52
2024 Q1	$1.36M	Hold	4,816	–	–	0.44%	55
2023 Q4	$1.43M	Hold	4,816	–	–	0.47%	53
2023 Q3	$1.27M	Hold	4,816	–	–	0.45%	59
2023 Q2	$1.44M	Hold	4,816	–	–	0.5%	52
2023 Q1	$1.35M	Hold	4,816	–	–	0.49%	52
2022 Q4	$1.27M	Buy	4,816 +74	+2%	+$19.5K	0.46%	56
2022 Q3	$1.09M	Hold	4,742	–	–	0.44%	60
2022 Q2	$1.17M	Hold	4,742	–	–	0.44%	62
2022 Q1	$1.17M	Sell	4,742 -500	-10%	-$124K	0.38%	70
2021 Q4	$1.41M	Hold	5,242	–	–	0.39%	68
2021 Q3	$1.26M	Hold	5,242	–	–	0.37%	68
2021 Q2	$1.21M	Hold	5,242	–	–	0.35%	73
2021 Q1	$1.18M	Sell	5,242 -84	-2%	-$18.8K	0.36%	72
2020 Q4	$1.14M	Hold	5,326	–	–	0.38%	70
2020 Q3	$1.17M	Sell	5,326 -75	-1%	-$16.5K	0.44%	62
2020 Q2	$996K	Sell	5,401 -27	-0.5%	-$4.98K	0.39%	67
2020 Q1	$898K	Sell	5,428 -250	-4%	-$41.4K	0.4%	64
2019 Q4	$1.12M	Hold	5,678	–	–	0.4%	63
2019 Q3	$1.22M	Sell	5,678 -150	-3%	-$32.2K	0.47%	56
2019 Q2	$1.21M	Hold	5,828	–	–	0.48%	54
2019 Q1	$1.11M	Sell	5,828 -20	-0.3%	-$3.8K	0.45%	58
2018 Q4	$1.04M	Hold	5,848	–	–	0.47%	57
2018 Q3	$978K	Sell	5,848 -109	-2%	-$18.2K	0.37%	67
2018 Q2	$933K	Sell	5,957 -75	-1%	-$11.7K	0.39%	66
2018 Q1	$943K	Buy	6,032 +375	+7%	+$58.6K	0.39%	63
2017 Q4	$974K	Hold	5,657	–	–	0.4%	63
2017 Q3	$886K	Sell	5,657 -200	-3%	-$31.3K	0.39%	63
2017 Q2	$897K	Sell	5,857 -100	-2%	-$15.3K	0.43%	62
2017 Q1	$772K	Buy	5,957 +147	+3%	+$19.1K	0.38%	66
2016 Q4	$707K	Buy	5,810 +409	+8%	+$49.8K	0.37%	68
2016 Q3	$623K	Hold	5,401	–	–	0.35%	68
2016 Q2	$650K	Hold	5,401	–	–	0.38%	64
2016 Q1	$679K	Hold	5,401	–	–	0.42%	59
2015 Q4	$638K	Sell	5,401 -5,108	-49%	-$603K	0.41%	58
2015 Q3	$1.04M	Sell	10,509 -900	-8%	-$88.6K	0.72%	41
2015 Q2	$1.09M	Sell	11,409 -35	-0.3%	-$3.33K	0.69%	43
2015 Q1	$1.12M	Sell	11,444 -100	-0.9%	-$9.74K	0.71%	42
2014 Q4	$1.08M	Buy	11,544 +18	+0.2%	+$1.69K	0.7%	44
2014 Q3	$1.09M	Buy	11,526 +1,100	+11%	+$104K	0.74%	41
2014 Q2	$1.05M	Hold	10,426	–	–	0.73%	43
2014 Q1	$1.02M	Buy	10,426 +775	+8%	+$76K	0.74%	44
2013 Q4	$936K	Buy	+9,651	New	+$936K	0.72%	45