EP
Edgestream Partners’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-45,516
| Closed | -$14.2M | – | 985 |
|
|
2025
Q1 | $14.2M | Buy |
45,516
+43,276
| +1,932% | +$13.5M | 0.48% | 7 |
|
|
2024
Q4 | $649K | Buy |
+2,240
| New | +$649K | 0.03% | 643 |
|
|
2024
Q1 | – | Sell |
-1,095
| Closed | -$325K | – | 938 |
|
|
2023
Q4 | $325K | Sell |
1,095
-1,798
| -62% | -$533K | 0.02% | 701 |
|
|
2023
Q3 | $762K | Buy |
+2,893
| New | +$762K | 0.06% | 481 |
|
|
2023
Q2 | – | Sell |
-958
| Closed | -$268K | – | 827 |
|
|
2023
Q1 | $268K | Sell |
958
-2,606
| -73% | -$729K | 0.03% | 487 |
|
|
2022
Q4 | $939K | Sell |
3,564
-2,222
| -38% | -$586K | 0.11% | 271 |
|
|
2022
Q3 | $1.34M | Buy |
5,786
+1,832
| +46% | +$423K | 0.1% | 240 |
|
|
2022
Q2 | $976K | Sell |
3,954
-3,504
| -47% | -$865K | 0.08% | 325 |
|
|
2022
Q1 | $1.84M | Buy |
+7,458
| New | +$1.84M | 0.15% | 233 |
|
|
2021
Q4 | – | Sell |
-4,211
| Closed | -$1.02M | – | 547 |
|
|
2021
Q3 | $1.02M | Buy |
+4,211
| New | +$1.02M | 0.06% | 319 |
|
|
2021
Q1 | – | Sell |
-2,432
| Closed | -$522K | – | 416 |
|
|
2020
Q4 | $522K | Buy |
+2,432
| New | +$522K | 0.03% | 325 |
|
|
2019
Q4 | – | Sell |
-4,876
| Closed | -$1.05M | – | 343 |
|
|
2019
Q3 | $1.05M | Buy |
4,876
+2,398
| +97% | +$515K | 0.1% | 180 |
|
|
2019
Q2 | $515K | Buy |
+2,478
| New | +$515K | 0.06% | 186 |
|
|
2018
Q4 | – | Sell |
-19,469
| Closed | -$3.26M | – | 270 |
|
|
2018
Q3 | $3.26M | Buy |
19,469
+1,815
| +10% | +$304K | 0.55% | 67 |
|
|
2018
Q2 | $2.77M | Sell |
17,654
-8,341
| -32% | -$1.31M | 0.56% | 56 |
|
|
2018
Q1 | $4.07M | Buy |
25,995
+15,041
| +137% | +$2.35M | 0.8% | 40 |
|
|
2017
Q4 | $1.89M | Buy |
10,954
+2,711
| +33% | +$467K | 2.25% | 9 |
|
|
2017
Q3 | $1.29M | Sell |
8,243
-2,723
| -25% | -$427K | 0.69% | 32 |
|
|
2017
Q2 | $1.68M | Buy |
10,966
+2,308
| +27% | +$354K | 0.63% | 34 |
|
|
2017
Q1 | $1.12M | Buy |
8,658
+255
| +3% | +$33K | 0.49% | 43 |
|
|
2016
Q4 | $1.02M | Sell |
8,403
-930
| -10% | -$113K | 2.12% | 9 |
|
|
2016
Q3 | $1.08M | Buy |
+9,333
| New | +$1.08M | 0.59% | 42 |
|
|
2016
Q2 | – | Sell |
-3,643
| Closed | -$458K | – | 64 |
|
|
2016
Q1 | $458K | Sell |
3,643
-2,518
| -41% | -$317K | 0.52% | 46 |
|
|
2015
Q4 | $728K | Buy |
+6,161
| New | +$728K | 2.08% | 10 |
|
|
2015
Q3 | – | Sell |
-21,656
| Closed | -$2.06M | – | 85 |
|
|
2015
Q2 | $2.06M | Buy |
21,656
+17,267
| +393% | +$1.64M | 1.42% | 21 |
|
|
2015
Q1 | $428K | Buy |
4,389
+1,234
| +39% | +$120K | 0.56% | 42 |
|
|
2014
Q4 | $296K | Sell |
3,155
-1,580
| -33% | -$148K | 0.68% | 48 |
|
|
2014
Q3 | $449K | Sell |
4,735
-13,209
| -74% | -$1.25M | 0.39% | 52 |
|
|
2014
Q2 | $1.81M | Buy |
+17,944
| New | +$1.81M | 1.15% | 25 |
|