DF Dent & Co’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 | $524K | Hold |
1,794
| – | – | 0.01% | 189 |
|
|
2025
Q1 | $560K | Hold |
1,794
| – | – | 0.01% | 195 |
|
|
2024
Q4 | $520K | Sell |
1,794
-11
| -0.6% | -$3.19K | 0.01% | 194 |
|
|
2024
Q3 | $550K | Hold |
1,805
| – | – | 0.01% | 194 |
|
|
2024
Q2 | $460K | Sell |
1,805
-108
| -6% | -$27.5K | 0.01% | 188 |
|
|
2024
Q1 | $539K | Sell |
1,913
-48
| -2% | -$13.5K | 0.01% | 194 |
|
|
2023
Q4 | $582K | Buy |
1,961
+40
| +2% | +$11.9K | 0.01% | 185 |
|
|
2023
Q3 | $506K | Sell |
1,921
-5
| -0.3% | -$1.32K | 0.01% | 192 |
|
|
2023
Q2 | $575K | Sell |
1,926
-9
| -0.5% | -$2.69K | 0.01% | 186 |
|
|
2023
Q1 | $541K | Sell |
1,935
-110
| -5% | -$30.8K | 0.01% | 185 |
|
|
2022
Q4 | $539K | Sell |
2,045
-24
| -1% | -$6.33K | 0.01% | 185 |
|
|
2022
Q3 | $477K | Sell |
2,069
-23
| -1% | -$5.3K | 0.01% | 184 |
|
|
2022
Q2 | $517K | Sell |
2,092
-764
| -27% | -$189K | 0.01% | 173 |
|
|
2022
Q1 | $706K | Sell |
2,856
-4
| -0.1% | -$989 | 0.01% | 171 |
|
|
2021
Q4 | $767K | Buy |
2,860
+165
| +6% | +$44.3K | 0.01% | 167 |
|
|
2021
Q3 | $650K | Hold |
2,695
| – | – | 0.01% | 167 |
|
|
2021
Q2 | $623K | Sell |
2,695
-443
| -14% | -$102K | 0.01% | 172 |
|
|
2021
Q1 | $703K | Sell |
3,138
-157
| -5% | -$35.2K | 0.01% | 157 |
|
|
2020
Q4 | $707K | Sell |
3,295
-175
| -5% | -$37.5K | 0.01% | 152 |
|
|
2020
Q3 | $762K | Hold |
3,470
| – | – | 0.01% | 144 |
|
|
2020
Q2 | $640K | Hold |
3,470
| – | – | 0.01% | 141 |
|
|
2020
Q1 | $574K | Buy |
3,470
+248
| +8% | +$41K | 0.01% | 143 |
|
|
2019
Q4 | $637K | Sell |
3,222
-298
| -8% | -$58.9K | 0.01% | 161 |
|
|
2019
Q3 | $756K | Buy |
3,520
+85
| +2% | +$18.3K | 0.01% | 150 |
|
|
2019
Q2 | $713K | Buy |
3,435
+400
| +13% | +$83K | 0.01% | 155 |
|
|
2019
Q1 | $576K | Buy |
3,035
+541
| +22% | +$103K | 0.01% | 167 |
|
|
2018
Q4 | $443K | Hold |
2,494
| – | – | 0.01% | 180 |
|
|
2018
Q3 | $417K | Hold |
2,494
| – | – | 0.01% | 195 |
|
|
2018
Q2 | $391K | Buy |
2,494
+400
| +19% | +$62.7K | 0.01% | 196 |
|
|
2018
Q1 | $327K | Buy |
2,094
+862
| +70% | +$135K | 0.01% | 208 |
|
|
2017
Q4 | $212K | Buy |
+1,232
| New | +$212K | 0.01% | 222 |
|