DCM
Donaldson Capital Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.4M | Buy |
213,531
+2,354
| +1% | +$688K | 2.29% | 18 |
|
|
2025
Q1 | $66M | Buy |
211,177
+6,742
| +3% | +$2.11M | 2.49% | 13 |
|
|
2024
Q4 | $59.3M | Buy |
204,435
+10,256
| +5% | +$2.97M | 2.26% | 16 |
|
|
2024
Q3 | $59.1M | Buy |
194,179
+180,519
| +1,322% | +$55M | 2.27% | 16 |
|
|
2024
Q2 | $3.48M | Sell |
13,660
-2,246
| -14% | -$572K | 0.15% | 73 |
|
|
2024
Q1 | $4.48M | Sell |
15,906
-2,497
| -14% | -$704K | 0.19% | 61 |
|
|
2023
Q4 | $5.46M | Sell |
18,403
-3,045
| -14% | -$903K | 0.24% | 53 |
|
|
2023
Q3 | $5.65M | Sell |
21,448
-1,850
| -8% | -$487K | 0.27% | 49 |
|
|
2023
Q2 | $6.95M | Buy |
23,298
+134
| +0.6% | +$40K | 0.32% | 46 |
|
|
2023
Q1 | $6.48M | Sell |
23,164
-1,215
| -5% | -$340K | 0.31% | 47 |
|
|
2022
Q4 | $6.42M | Sell |
24,379
-1,340
| -5% | -$353K | 0.31% | 46 |
|
|
2022
Q3 | $5.93M | Buy |
25,719
+658
| +3% | +$152K | 0.33% | 48 |
|
|
2022
Q2 | $6.19M | Sell |
25,061
-1,839
| -7% | -$454K | 0.32% | 48 |
|
|
2022
Q1 | $6.65M | Sell |
26,900
-7,538
| -22% | -$1.86M | 0.3% | 53 |
|
|
2021
Q4 | $9.23M | Sell |
34,438
-385
| -1% | -$103K | 0.41% | 46 |
|
|
2021
Q3 | $8.4M | Sell |
34,823
-3,726
| -10% | -$898K | 0.42% | 47 |
|
|
2021
Q2 | $8.9M | Sell |
38,549
-142,885
| -79% | -$33M | 0.46% | 47 |
|
|
2021
Q1 | $40.7M | Buy |
181,434
+4,436
| +3% | +$994K | 2.23% | 19 |
|
|
2020
Q4 | $38M | Sell |
176,998
-413
| -0.2% | -$88.6K | 2.25% | 21 |
|
|
2020
Q3 | $38.9M | Sell |
177,411
-16,005
| -8% | -$3.51M | 2.63% | 14 |
|
|
2020
Q2 | $35.7M | Buy |
193,416
+1,126
| +0.6% | +$208K | 2.59% | 18 |
|
|
2020
Q1 | $31.8M | Buy |
192,290
+4,334
| +2% | +$717K | 2.78% | 13 |
|
|
2019
Q4 | $37.1M | Buy |
187,956
+1,915
| +1% | +$378K | 2.51% | 13 |
|
|
2019
Q3 | $39.9M | Buy |
186,041
+2,604
| +1% | +$559K | 2.96% | 7 |
|
|
2019
Q2 | $38.1M | Buy |
183,437
+13,036
| +8% | +$2.71M | 3.16% | 8 |
|
|
2019
Q1 | $32.4M | Buy |
170,401
+13,653
| +9% | +$2.59M | 2.88% | 12 |
|
|
2018
Q4 | $27.8M | Buy |
156,748
+151,389
| +2,825% | +$26.9M | 2.84% | 12 |
|
|
2018
Q3 | $897K | Buy |
5,359
+78
| +1% | +$13.1K | 0.08% | 88 |
|
|
2018
Q2 | $827K | Sell |
5,281
-133
| -2% | -$20.8K | 0.08% | 86 |
|
|
2018
Q1 | $847K | Sell |
5,414
-513
| -9% | -$80.3K | 0.08% | 87 |
|
|
2017
Q4 | $1.02M | Sell |
5,927
-77
| -1% | -$13.3K | 0.1% | 87 |
|
|
2017
Q3 | $941K | Buy |
6,004
+125
| +2% | +$19.6K | 0.1% | 85 |
|
|
2017
Q2 | $900K | Buy |
5,879
+64
| +1% | +$9.8K | 0.1% | 80 |
|
|
2017
Q1 | $754K | Sell |
5,815
-198
| -3% | -$25.7K | 0.09% | 90 |
|
|
2016
Q4 | $732K | Buy |
6,013
+205
| +4% | +$25K | 0.09% | 90 |
|
|
2016
Q3 | $670K | Sell |
5,808
-728
| -11% | -$84K | 0.09% | 81 |
|
|
2016
Q2 | $787K | Buy |
6,536
+336
| +5% | +$40.5K | 0.11% | 73 |
|
|
2016
Q1 | $779K | Sell |
6,200
-891
| -13% | -$112K | 0.11% | 73 |
|
|
2015
Q4 | $838K | Sell |
7,091
-7
| -0.1% | -$827 | 0.12% | 70 |
|
|
2015
Q3 | $699K | Sell |
7,098
-885
| -11% | -$87.2K | 0.1% | 78 |
|
|
2015
Q2 | $759K | Sell |
7,983
-955
| -11% | -$90.8K | 0.11% | 78 |
|
|
2015
Q1 | $871K | Sell |
8,938
-2,230
| -20% | -$217K | 0.12% | 68 |
|
|
2014
Q4 | $1.05M | Sell |
11,168
-9,628
| -46% | -$902K | 0.16% | 60 |
|
|
2014
Q3 | $1.97M | Sell |
20,796
-119,783
| -85% | -$11.4M | 0.31% | 48 |
|
|
2014
Q2 | $14.2M | Sell |
140,579
-2,651
| -2% | -$267K | 2.27% | 26 |
|
|
2014
Q1 | $14M | Sell |
143,230
-1,901
| -1% | -$186K | 2.54% | 20 |
|
|
2013
Q4 | $14.1M | Buy |
145,131
+2,849
| +2% | +$276K | 2.72% | 18 |
|
|
2013
Q3 | $13.7M | Sell |
142,282
-4,315
| -3% | -$415K | 2.9% | 8 |
|
|
2013
Q2 | $14.5M | Buy |
+146,597
| New | +$14.5M | 3.28% | 7 |
|