D.B. Root & Company’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 | $998K | Sell |
3,416
-58
| -2% | -$16.9K | 0.29% | 62 |
|
|
2025
Q1 | $1.09M | Buy |
3,474
+80
| +2% | +$25K | 0.35% | 52 |
|
|
2024
Q4 | $984K | Buy |
3,394
+5
| +0.1% | +$1.45K | 0.31% | 58 |
|
|
2024
Q3 | $1.03M | Sell |
3,389
-782
| -19% | -$238K | 0.34% | 57 |
|
|
2024
Q2 | $1.06M | Sell |
4,171
-1,843
| -31% | -$470K | 0.36% | 53 |
|
|
2024
Q1 | $1.7M | Buy |
6,014
+310
| +5% | +$87.4K | 0.57% | 37 |
|
|
2023
Q4 | $1.69M | Sell |
5,704
-42
| -0.7% | -$12.5K | 0.61% | 35 |
|
|
2023
Q3 | $1.51M | Sell |
5,746
-51
| -0.9% | -$13.4K | 0.59% | 35 |
|
|
2023
Q2 | $1.73M | Sell |
5,797
-77
| -1% | -$23K | 0.65% | 29 |
|
|
2023
Q1 | $1.64M | Buy |
5,874
+238
| +4% | +$66.5K | 0.65% | 32 |
|
|
2022
Q4 | $1.49M | Buy |
5,636
+92
| +2% | +$24.2K | 0.63% | 36 |
|
|
2022
Q3 | $1.28M | Sell |
5,544
-214
| -4% | -$49.4K | 0.58% | 39 |
|
|
2022
Q2 | $1.42M | Buy |
5,758
+166
| +3% | +$41K | 0.61% | 36 |
|
|
2022
Q1 | $1.38M | Buy |
5,592
+62
| +1% | +$15.3K | 0.51% | 44 |
|
|
2021
Q4 | $1.48M | Sell |
5,530
-198
| -3% | -$53.1K | 0.53% | 37 |
|
|
2021
Q3 | $1.38M | Sell |
5,728
-25
| -0.4% | -$6.03K | 0.54% | 37 |
|
|
2021
Q2 | $1.33M | Sell |
5,753
-36
| -0.6% | -$8.32K | 0.5% | 40 |
|
|
2021
Q1 | $1.3M | Sell |
5,789
-12
| -0.2% | -$2.69K | 0.51% | 40 |
|
|
2020
Q4 | $1.24M | Sell |
5,801
-202
| -3% | -$43.3K | 0.5% | 44 |
|
|
2020
Q3 | $1.32M | Sell |
6,003
-232
| -4% | -$50.9K | 0.53% | 38 |
|
|
2020
Q2 | $1.15M | Sell |
6,235
-23
| -0.4% | -$4.24K | 0.5% | 45 |
|
|
2020
Q1 | $1.03M | Buy |
6,258
+484
| +8% | +$80K | 0.52% | 46 |
|
|
2019
Q4 | $1.14M | Sell |
5,774
-567
| -9% | -$112K | 0.5% | 51 |
|
|
2019
Q3 | $1.36M | Sell |
6,341
-84
| -1% | -$18K | 0.63% | 33 |
|
|
2019
Q2 | $1.33M | Sell |
6,425
-847
| -12% | -$176K | 0.59% | 38 |
|
|
2019
Q1 | $1.38M | Sell |
7,272
-101
| -1% | -$19.2K | 0.59% | 43 |
|
|
2018
Q4 | $1.31M | Buy |
7,373
+137
| +2% | +$24.3K | 0.65% | 39 |
|
|
2018
Q3 | $1.21M | Sell |
7,236
-185
| -2% | -$30.9K | 0.53% | 55 |
|
|
2018
Q2 | $1.16M | Buy |
7,421
+243
| +3% | +$38.1K | 0.55% | 55 |
|
|
2018
Q1 | $1.12M | Buy |
7,178
+1,158
| +19% | +$181K | 0.59% | 53 |
|
|
2017
Q4 | $1.04M | Buy |
+6,020
| New | +$1.04M | 0.89% | 34 |
|