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