E.S. Barr & 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
$973K Hold
3,331
0.06% 55
2025
Q1
$1.04M Sell
3,331
-150
-4% -$46.9K 0.06% 53
2024
Q4
$1.01M Sell
3,481
-16
-0.5% -$4.64K 0.06% 55
2024
Q3
$1.06M Buy
3,497
+228
+7% +$69.4K 0.07% 54
2024
Q2
$833K Sell
3,269
-90
-3% -$22.9K 0.05% 56
2024
Q1
$947K Sell
3,359
-3,618
-52% -$1.02M 0.06% 53
2023
Q4
$2.07M Buy
6,977
+104
+2% +$30.8K 0.14% 44
2023
Q3
$1.81M Sell
6,873
-48
-0.7% -$12.6K 0.13% 45
2023
Q2
$2.07M Buy
6,921
+16
+0.2% +$4.78K 0.16% 44
2023
Q1
$1.93M Sell
6,905
-16
-0.2% -$4.47K 0.16% 43
2022
Q4
$1.82M Sell
6,921
-197
-3% -$51.9K 0.15% 46
2022
Q3
$1.64M Buy
7,118
+87
+1% +$20.1K 0.15% 46
2022
Q2
$1.74M Sell
7,031
-75
-1% -$18.5K 0.14% 48
2022
Q1
$1.76M Sell
7,106
-50
-0.7% -$12.4K 0.12% 52
2021
Q4
$1.92M Hold
7,156
0.13% 51
2021
Q3
$1.73M Sell
7,156
-100
-1% -$24.1K 0.12% 51
2021
Q2
$1.68M Buy
7,256
+223
+3% +$51.5K 0.12% 48
2021
Q1
$1.58M Buy
7,033
+181
+3% +$40.6K 0.12% 49
2020
Q4
$1.47M Hold
6,852
0.13% 45
2020
Q3
$1.5M Sell
6,852
-52
-0.8% -$11.4K 0.15% 44
2020
Q2
$1.27M Hold
6,904
0.13% 45
2020
Q1
$1.14M Sell
6,904
-278
-4% -$46K 0.13% 46
2019
Q4
$1.42M Hold
7,182
0.14% 45
2019
Q3
$1.54M Sell
7,182
-151
-2% -$32.4K 0.15% 45
2019
Q2
$1.52M Hold
7,333
0.15% 45
2019
Q1
$1.39M Buy
7,333
+438
+6% +$83.2K 0.14% 45
2018
Q4
$1.22M Sell
6,895
-6
-0.1% -$1.07K 0.14% 49
2018
Q3
$1.15M Buy
6,901
+6
+0.1% +$1K 0.11% 52
2018
Q2
$1.08M Hold
6,895
0.11% 55
2018
Q1
$1.08M Hold
6,895
0.11% 54
2017
Q4
$1.19M Buy
6,895
+323
+5% +$55.6K 0.12% 52
2017
Q3
$1.03M Buy
6,572
+333
+5% +$52.2K 0.11% 55
2017
Q2
$956K Hold
6,239
0.11% 55
2017
Q1
$809K Sell
6,239
-103
-2% -$13.4K 0.09% 53
2016
Q4
$772K Hold
6,342
0.09% 55
2016
Q3
$732K Sell
6,342
-532
-8% -$61.4K 0.09% 53
2016
Q2
$827K Buy
6,874
+470
+7% +$56.5K 0.1% 54
2016
Q1
$805K Sell
6,404
-50
-0.8% -$6.29K 0.1% 55
2015
Q4
$762K Hold
6,454
0.09% 56
2015
Q3
$636K Buy
6,454
+104
+2% +$10.2K 0.08% 55
2015
Q2
$604K Hold
6,350
0.07% 57
2015
Q1
$619K Sell
6,350
-5,348
-46% -$521K 0.07% 56
2014
Q4
$1.1M Sell
11,698
-1,899
-14% -$178K 0.13% 51
2014
Q3
$1.29M Sell
13,597
-5,894
-30% -$559K 0.16% 50
2014
Q2
$1.96M Sell
19,491
-946
-5% -$95.3K 0.24% 43
2014
Q1
$2M Sell
20,437
-450
-2% -$44.1K 0.25% 45
2013
Q4
$2.03M Hold
20,887
0.25% 44
2013
Q3
$2.01M Buy
20,887
+1,147
+6% +$110K 0.27% 42
2013
Q2
$1.95M Buy
+19,740
New +$1.95M 0.27% 43