Cox 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
Q1 | – | Sell |
-6,552
| Closed | -$1.9M | – | 64 |
|
|
2024
Q4 | $1.9M | Sell |
6,552
-161
| -2% | -$46.7K | 1.22% | 34 |
|
|
2024
Q3 | $2.04M | Sell |
6,713
-119
| -2% | -$36.2K | 1.22% | 37 |
|
|
2024
Q2 | $1.74M | Sell |
6,832
-309
| -4% | -$78.7K | 1.05% | 37 |
|
|
2024
Q1 | $2.01M | Sell |
7,141
-23
| -0.3% | -$6.49K | 1.24% | 36 |
|
|
2023
Q4 | $2.12M | Buy |
+7,164
| New | +$2.12M | 1.39% | 30 |
|
|
2020
Q2 | – | Sell |
-7,647
| Closed | -$1.51M | – | 148 |
|
|
2020
Q1 | $1.51M | Hold |
7,647
| – | – | 1.32% | 38 |
|
|
2019
Q4 | $1.51M | Sell |
7,647
-3,873
| -34% | -$765K | 1.37% | 38 |
|
|
2019
Q3 | $2.47M | Buy |
11,520
+138
| +1% | +$29.6K | 2.41% | 12 |
|
|
2019
Q2 | $2.36M | Buy |
11,382
+299
| +3% | +$62.1K | 2.4% | 14 |
|
|
2019
Q1 | $2.11M | Buy |
11,083
+34
| +0.3% | +$6.46K | 2.27% | 12 |
|
|
2018
Q4 | $2.07M | Buy |
11,049
+496
| +5% | +$92.9K | 2.43% | 10 |
|
|
2018
Q3 | $1.77M | Buy |
10,553
+388
| +4% | +$64.9K | 1.88% | 21 |
|
|
2018
Q2 | $1.59M | Buy |
+10,165
| New | +$1.59M | 1.92% | 19 |
|