Eagle Ridge Investment Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $922K | Hold |
3,180
| – | – | 0.08% | 76 |
|
|
2024
Q3 | $968K | Sell |
3,180
-371
| -10% | -$113K | 0.08% | 71 |
|
|
2024
Q2 | $905K | Sell |
3,551
-38
| -1% | -$9.68K | 0.08% | 74 |
|
|
2024
Q1 | $1.01M | Sell |
3,589
-35
| -1% | -$9.87K | 0.09% | 70 |
|
|
2023
Q4 | $1.07M | Sell |
3,624
-32
| -0.9% | -$9.49K | 0.11% | 71 |
|
|
2023
Q3 | $963K | Sell |
3,656
-37
| -1% | -$9.75K | 0.11% | 71 |
|
|
2023
Q2 | $1.1M | Buy |
3,693
+17
| +0.5% | +$5.07K | 0.12% | 70 |
|
|
2023
Q1 | $1.03M | Hold |
3,676
| – | – | 0.12% | 73 |
|
|
2022
Q4 | $969K | Hold |
3,676
| – | – | 0.11% | 79 |
|
|
2022
Q3 | $848K | Sell |
3,676
-95
| -3% | -$21.9K | 0.11% | 78 |
|
|
2022
Q2 | $931K | Buy |
3,771
+170
| +5% | +$42K | 0.11% | 75 |
|
|
2022
Q1 | $890K | Hold |
3,601
| – | – | 0.09% | 81 |
|
|
2021
Q4 | $965K | Sell |
3,601
-150
| -4% | -$40.2K | 0.1% | 83 |
|
|
2021
Q3 | $904K | Sell |
3,751
-456
| -11% | -$110K | 0.1% | 79 |
|
|
2021
Q2 | $972K | Sell |
4,207
-60
| -1% | -$13.9K | 0.11% | 75 |
|
|
2021
Q1 | $956K | Sell |
4,267
-75
| -2% | -$16.8K | 0.12% | 74 |
|
|
2020
Q4 | $932K | Sell |
4,342
-22
| -0.5% | -$4.72K | 0.12% | 77 |
|
|
2020
Q3 | $958K | Sell |
4,364
-11
| -0.3% | -$2.42K | 0.13% | 73 |
|
|
2020
Q2 | $807K | Sell |
4,375
-219
| -5% | -$40.4K | 0.12% | 69 |
|
|
2020
Q1 | $760K | Sell |
4,594
-237
| -5% | -$39.2K | 0.13% | 71 |
|
|
2019
Q4 | $955K | Sell |
4,831
-10
| -0.2% | -$1.98K | 0.13% | 75 |
|
|
2019
Q3 | $1.04M | Sell |
4,841
-18
| -0.4% | -$3.86K | 0.15% | 71 |
|
|
2019
Q2 | $1.01M | Buy |
4,859
+265
| +6% | +$55K | 0.15% | 73 |
|
|
2019
Q1 | $872K | Buy |
4,594
+44
| +1% | +$8.35K | 0.13% | 79 |
|
|
2018
Q4 | $808K | Buy |
4,550
+69
| +2% | +$12.3K | 0.14% | 82 |
|
|
2018
Q3 | $750K | Sell |
4,481
-4,150
| -48% | -$695K | 0.11% | 91 |
|
|
2018
Q2 | $1.35M | Hold |
8,631
| – | – | 0.2% | 73 |
|
|
2018
Q1 | $1.35M | Sell |
8,631
-893
| -9% | -$140K | 0.21% | 72 |
|
|
2017
Q4 | $1.64M | Hold |
9,524
| – | – | 0.25% | 71 |
|
|
2017
Q3 | $1.49M | Buy |
+9,524
| New | +$1.49M | 0.25% | 73 |
|