D.J. St. Germain’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 | $4.57M | Buy |
15,643
+519
| +3% | +$152K | 0.2% | 98 |
|
2025
Q1 | $4.72M | Sell |
15,124
-425
| -3% | -$133K | 0.22% | 95 |
|
2024
Q4 | $4.51M | Buy |
15,549
+306
| +2% | +$88.7K | 0.2% | 100 |
|
2024
Q3 | $4.64M | Sell |
15,243
-529
| -3% | -$161K | 0.21% | 97 |
|
2024
Q2 | $4.02M | Sell |
15,772
-108
| -0.7% | -$27.5K | 0.19% | 104 |
|
2024
Q1 | $4.48M | Buy |
15,880
+34
| +0.2% | +$9.59K | 0.22% | 97 |
|
2023
Q4 | $4.7M | Sell |
15,846
-734
| -4% | -$218K | 0.24% | 90 |
|
2023
Q3 | $4.37M | Sell |
16,580
-66
| -0.4% | -$17.4K | 0.25% | 87 |
|
2023
Q2 | $4.97M | Buy |
+16,646
| New | +$4.97M | 0.26% | 80 |
|
2022
Q4 | $147K | Sell |
17,192
-463
| -3% | -$3.97K | 0.05% | 103 |
|
2022
Q3 | $4.36M | Hold |
17,655
| – | – | 0.29% | 75 |
|
2022
Q2 | $4.36M | Buy |
17,655
+153
| +0.9% | +$37.8K | 0.29% | 75 |
|
2022
Q1 | $4.33M | Sell |
17,502
-2
| -0% | -$495 | 0.24% | 79 |
|
2021
Q4 | $4.69M | Sell |
17,504
-615
| -3% | -$165K | 0.26% | 77 |
|
2021
Q3 | $4.37M | Buy |
18,119
+4,243
| +31% | +$1.02M | 0.27% | 71 |
|
2021
Q2 | $3.21M | Sell |
13,876
-10
| -0.1% | -$2.31K | 0.2% | 81 |
|
2021
Q1 | $3.11M | Sell |
13,886
-171
| -1% | -$38.3K | 0.21% | 77 |
|
2020
Q4 | $3.02M | Buy |
14,057
+379
| +3% | +$81.3K | 0.22% | 77 |
|
2020
Q3 | $3M | Sell |
13,678
-166
| -1% | -$36.4K | 0.24% | 71 |
|
2020
Q2 | $2.55M | Buy |
13,844
+109
| +0.8% | +$20.1K | 0.22% | 74 |
|
2020
Q1 | $2.27M | Buy |
13,735
+22
| +0.2% | +$3.64K | 0.22% | 74 |
|
2019
Q4 | $2.71M | Buy |
13,713
+413
| +3% | +$81.6K | 0.23% | 80 |
|
2019
Q3 | $2.86M | Buy |
13,300
+32
| +0.2% | +$6.87K | 0.31% | 63 |
|
2019
Q2 | $2.76M | Hold |
13,268
| – | – | 0.3% | 65 |
|
2019
Q1 | $2.52M | Hold |
13,268
| – | – | 0.27% | 66 |
|
2018
Q4 | $2.36M | Buy |
13,268
+1,007
| +8% | +$179K | 0.28% | 68 |
|
2018
Q3 | $2.05M | Buy |
12,261
+1,173
| +11% | +$196K | 0.23% | 67 |
|
2018
Q2 | $1.74M | Buy |
11,088
+1,083
| +11% | +$170K | 0.21% | 67 |
|
2018
Q1 | $1.57M | Buy |
10,005
+4,615
| +86% | +$722K | 0.2% | 69 |
|
2017
Q4 | $928K | Sell |
5,390
-71
| -1% | -$12.2K | 0.11% | 83 |
|
2017
Q3 | $856K | Buy |
5,461
+553
| +11% | +$86.7K | 0.11% | 81 |
|
2017
Q2 | $752K | Buy |
4,908
+1,100
| +29% | +$169K | 0.1% | 85 |
|
2017
Q1 | $494K | Buy |
3,808
+7
| +0.2% | +$908 | 0.07% | 98 |
|
2016
Q4 | $463K | Buy |
3,801
+200
| +6% | +$24.4K | 0.06% | 100 |
|
2016
Q3 | $415K | Sell |
3,601
-206
| -5% | -$23.7K | 0.06% | 105 |
|
2016
Q2 | $458K | Buy |
3,807
+210
| +6% | +$25.3K | 0.06% | 106 |
|
2016
Q1 | $452K | Buy |
3,597
+125
| +4% | +$15.7K | 0.06% | 105 |
|
2015
Q4 | $410K | Sell |
3,472
-415
| -11% | -$49K | 0.06% | 101 |
|
2015
Q3 | $383K | Hold |
3,887
| – | – | 0.06% | 78 |
|
2015
Q2 | $370K | Buy |
3,887
+236
| +6% | +$22.5K | 0.06% | 79 |
|
2015
Q1 | $356K | Buy |
3,651
+50
| +1% | +$4.88K | 0.05% | 80 |
|
2014
Q4 | $337K | Buy |
3,601
+28
| +0.8% | +$2.62K | 0.05% | 82 |
|
2014
Q3 | $339K | Hold |
3,573
| – | – | 0.05% | 82 |
|
2014
Q2 | $360K | Hold |
3,573
| – | – | 0.05% | 80 |
|
2014
Q1 | $350K | Sell |
3,573
-50
| -1% | -$4.9K | 0.05% | 80 |
|
2013
Q4 | $352K | Hold |
3,623
| – | – | 0.05% | 80 |
|
2013
Q3 | $349K | Buy |
3,623
+98
| +3% | +$9.44K | 0.06% | 79 |
|
2013
Q2 | $349K | Buy |
+3,525
| New | +$349K | 0.06% | 75 |
|