Cumberland Partners’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 | $3.04M | Buy |
+10,405
| New | +$3.04M | 0.21% | 78 |
|
|
2024
Q2 | – | Sell |
-11,766
| Closed | -$3.32M | – | 190 |
|
|
2024
Q1 | $3.32M | Buy |
11,766
+4,170
| +55% | +$1.18M | 0.24% | 73 |
|
|
2023
Q4 | $2.21M | Sell |
7,596
-9,270
| -55% | -$2.7M | 0.2% | 84 |
|
|
2023
Q3 | $4.44M | Hold |
16,866
| – | – | 0.43% | 53 |
|
|
2023
Q2 | $5.03M | Buy |
+16,866
| New | +$5.03M | 0.46% | 53 |
|
|
2021
Q3 | – | Sell |
-2,541
| Closed | -$587K | – | 198 |
|
|
2021
Q2 | $587K | Buy |
2,541
+20
| +0.8% | +$4.62K | 0.05% | 136 |
|
|
2021
Q1 | $565K | Sell |
2,521
-687
| -21% | -$154K | 0.05% | 149 |
|
|
2020
Q4 | $688K | Sell |
3,208
-340
| -10% | -$72.9K | 0.06% | 131 |
|
|
2020
Q3 | $779K | Hold |
3,548
| – | – | 0.08% | 113 |
|
|
2020
Q2 | $654K | Sell |
3,548
-2,950
| -45% | -$544K | 0.07% | 128 |
|
|
2020
Q1 | $1.08M | Buy |
6,498
+550
| +9% | +$91K | 0.13% | 95 |
|
|
2019
Q4 | $1.18M | Buy |
5,948
+350
| +6% | +$69.1K | 0.1% | 108 |
|
|
2019
Q3 | $1.2M | Buy |
5,598
+757
| +16% | +$163K | 0.12% | 94 |
|
|
2019
Q2 | $1.01M | Sell |
4,841
-147
| -3% | -$30.5K | 0.1% | 105 |
|
|
2019
Q1 | $948K | Buy |
4,988
+250
| +5% | +$47.5K | 0.1% | 104 |
|
|
2018
Q4 | $841K | Buy |
4,738
+2,027
| +75% | +$360K | 0.1% | 103 |
|
|
2018
Q3 | $454K | Sell |
2,711
-187
| -6% | -$31.3K | 0.04% | 143 |
|
|
2018
Q2 | $454K | Buy |
+2,898
| New | +$454K | 0.05% | 148 |
|