Curbstone Financial Management Corp’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 | $1.56M | Buy |
5,344
+218
| +4% | +$63.7K | 0.32% | 73 |
|
|
2025
Q1 | $1.6M | Buy |
5,126
+154
| +3% | +$48.1K | 0.34% | 71 |
|
|
2024
Q4 | $1.44M | Buy |
4,972
+88
| +2% | +$25.5K | 0.31% | 79 |
|
|
2024
Q3 | $1.49M | Hold |
4,884
| – | – | 0.32% | 83 |
|
|
2024
Q2 | $1.24M | Sell |
4,884
-166
| -3% | -$42.3K | 0.27% | 91 |
|
|
2024
Q1 | $1.42M | Hold |
5,050
| – | – | 0.31% | 85 |
|
|
2023
Q4 | $1.5M | Hold |
5,050
| – | – | 0.34% | 77 |
|
|
2023
Q3 | $1.33M | Sell |
5,050
-100
| -2% | -$26.3K | 0.33% | 77 |
|
|
2023
Q2 | $1.54M | Sell |
5,150
-200
| -4% | -$59.7K | 0.37% | 74 |
|
|
2023
Q1 | $1.5M | Sell |
5,350
-100
| -2% | -$28K | 0.36% | 73 |
|
|
2022
Q4 | $1.44M | Buy |
5,450
+58
| +1% | +$15.3K | 0.36% | 74 |
|
|
2022
Q3 | $1.24M | Sell |
5,392
-60
| -1% | -$13.8K | 0.31% | 83 |
|
|
2022
Q2 | $1.35M | Hold |
5,452
| – | – | 0.31% | 83 |
|
|
2022
Q1 | $1.35M | Sell |
5,452
-100
| -2% | -$24.7K | 0.25% | 98 |
|
|
2021
Q4 | $1.49M | Sell |
5,552
-40
| -0.7% | -$10.7K | 0.26% | 93 |
|
|
2021
Q3 | $1.35M | Hold |
5,592
| – | – | 0.25% | 95 |
|
|
2021
Q2 | $1.29M | Sell |
5,592
-50
| -0.9% | -$11.6K | 0.24% | 102 |
|
|
2021
Q1 | $1.27M | Hold |
5,642
| – | – | 0.25% | 94 |
|
|
2020
Q4 | $1.21M | Buy |
5,642
+60
| +1% | +$12.9K | 0.25% | 93 |
|
|
2020
Q3 | $1.23M | Sell |
5,582
-50
| -0.9% | -$11K | 0.29% | 89 |
|
|
2020
Q2 | $1.04M | Buy |
5,632
+300
| +6% | +$55.3K | 0.27% | 88 |
|
|
2020
Q1 | $882K | Sell |
5,332
-510
| -9% | -$84.4K | 0.27% | 91 |
|
|
2019
Q4 | $1.15M | Hold |
5,842
| – | – | 0.27% | 97 |
|
|
2019
Q3 | $1.25M | Hold |
5,842
| – | – | 0.32% | 83 |
|
|
2019
Q2 | $1.21M | Sell |
5,842
-314
| -5% | -$65.2K | 0.32% | 84 |
|
|
2019
Q1 | $1.17M | Sell |
6,156
-126
| -2% | -$23.9K | 0.32% | 86 |
|
|
2018
Q4 | $1.12M | Sell |
6,282
-150
| -2% | -$26.6K | 0.33% | 81 |
|
|
2018
Q3 | $1.08M | Hold |
6,432
| – | – | 0.28% | 99 |
|
|
2018
Q2 | $1.01M | Hold |
6,432
| – | – | 0.28% | 101 |
|
|
2018
Q1 | $1.01M | Buy |
6,432
+3,116
| +94% | +$487K | 0.28% | 98 |
|
|
2017
Q4 | $571K | Sell |
3,316
-4,026
| -55% | -$693K | 0.32% | 87 |
|
|
2017
Q3 | $1.15M | Buy |
7,342
+3,471
| +90% | +$544K | 0.33% | 88 |
|
|
2017
Q2 | $593K | Sell |
3,871
-114
| -3% | -$17.5K | 0.36% | 79 |
|
|
2017
Q1 | $516K | Sell |
3,985
-50
| -1% | -$6.47K | 0.32% | 87 |
|
|
2016
Q4 | $491K | Sell |
4,035
-4,035
| -50% | -$491K | 0.31% | 90 |
|
|
2016
Q3 | $931K | Hold |
8,070
| – | – | 0.3% | 95 |
|
|
2016
Q2 | $971K | Sell |
8,070
-200
| -2% | -$24.1K | 0.33% | 87 |
|
|
2016
Q1 | $1.04M | Sell |
8,270
-300
| -4% | -$37.7K | 0.35% | 84 |
|
|
2015
Q4 | $1.01M | Buy |
8,570
+3,885
| +83% | +$459K | 0.35% | 88 |
|
|
2015
Q3 | $462K | Sell |
4,685
-220
| -4% | -$21.7K | 0.33% | 90 |
|
|
2015
Q2 | $466K | Sell |
4,905
-650
| -12% | -$61.8K | 0.31% | 96 |
|
|
2015
Q1 | $541K | Sell |
5,555
-350
| -6% | -$34.1K | 0.36% | 80 |
|
|
2014
Q4 | $553K | Sell |
5,905
-60
| -1% | -$5.62K | 0.43% | 73 |
|
|
2014
Q3 | $566K | Sell |
5,965
-50
| -0.8% | -$4.74K | 0.45% | 64 |
|
|
2014
Q2 | $606K | Buy |
6,015
+50
| +0.8% | +$5.04K | 0.46% | 61 |
|
|
2014
Q1 | $585K | Buy |
+5,965
| New | +$585K | 0.48% | 60 |
|