Cresset Asset 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 | $32.5M | Sell |
111,112
-11,648
| -9% | -$3.4M | 0.14% | 96 |
|
|
2025
Q1 | $38.3M | Sell |
122,760
-17,809
| -13% | -$5.56M | 0.19% | 82 |
|
|
2024
Q4 | $40.7M | Sell |
140,569
-52,962
| -27% | -$15.4M | 0.19% | 78 |
|
|
2024
Q3 | $58.9M | Buy |
193,531
+2,500
| +1% | +$761K | 0.23% | 63 |
|
|
2024
Q2 | $48.7M | Buy |
191,031
+39,932
| +26% | +$10.2M | 0.2% | 73 |
|
|
2024
Q1 | $42.6M | Buy |
151,099
+22,733
| +18% | +$6.41M | 0.21% | 70 |
|
|
2023
Q4 | $38.1M | Buy |
128,366
+2,445
| +2% | +$725K | 0.23% | 66 |
|
|
2023
Q3 | $33.2M | Buy |
125,921
+2,492
| +2% | +$656K | 0.13% | 66 |
|
|
2023
Q2 | $36.8M | Buy |
123,429
+90,369
| +273% | +$27M | 0.05% | 58 |
|
|
2023
Q1 | $9.24M | Sell |
33,060
-2,415
| -7% | -$675K | 0.19% | 80 |
|
|
2022
Q4 | $7.52M | Buy |
35,475
+1,722
| +5% | +$365K | 0.1% | 93 |
|
|
2022
Q3 | $7.79M | Sell |
33,753
-2,174
| -6% | -$502K | 0.1% | 91 |
|
|
2022
Q2 | $8.48M | Buy |
35,927
+2,174
| +6% | +$513K | 0.1% | 86 |
|
|
2022
Q1 | $8.35M | Sell |
33,753
-9,728
| -22% | -$2.41M | 0.09% | 91 |
|
|
2021
Q4 | $11.7M | Sell |
43,481
-3,042
| -7% | -$815K | 0.11% | 83 |
|
|
2021
Q3 | $11.2M | Buy |
46,523
+7,770
| +20% | +$1.87M | 0.15% | 54 |
|
|
2021
Q2 | $8.95M | Buy |
38,753
+28,522
| +279% | +$6.59M | 0.13% | 61 |
|
|
2021
Q1 | $2.29M | Sell |
10,231
-10,511
| -51% | -$2.36M | 0.04% | 163 |
|
|
2020
Q4 | $4.45M | Sell |
20,742
-5,851
| -22% | -$1.26M | 0.07% | 95 |
|
|
2020
Q3 | $5.84M | Buy |
26,593
+670
| +3% | +$147K | 0.11% | 83 |
|
|
2020
Q2 | $4.78M | Buy |
25,923
+80
| +0.3% | +$14.8K | 0.1% | 83 |
|
|
2020
Q1 | $4.27M | Buy |
25,843
+1,166
| +5% | +$193K | 0.13% | 57 |
|
|
2019
Q4 | $4.88M | Buy |
24,677
+6,950
| +39% | +$1.37M | 0.13% | 70 |
|
|
2019
Q3 | $3.81M | Buy |
17,727
+1,716
| +11% | +$368K | 0.12% | 81 |
|
|
2019
Q2 | $3.32M | Sell |
16,011
-905
| -5% | -$188K | 0.1% | 90 |
|
|
2019
Q1 | $3.21M | Buy |
16,916
+11,862
| +235% | +$2.25M | 0.12% | 39 |
|
|
2018
Q4 | $897K | Buy |
+5,054
| New | +$897K | 0.05% | 77 |
|