Evanson Asset Management’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 | $932K | Buy |
3,190
+486
| +18% | +$142K | 0.06% | 146 |
|
|
2025
Q1 | $845K | Sell |
2,704
-417
| -13% | -$130K | 0.06% | 139 |
|
|
2024
Q4 | $905K | Sell |
3,121
-53
| -2% | -$15.4K | 0.06% | 127 |
|
|
2024
Q3 | $966K | Buy |
3,174
+3
| +0.1% | +$913 | 0.07% | 123 |
|
|
2024
Q2 | $808K | Sell |
3,171
-46
| -1% | -$11.7K | 0.06% | 133 |
|
|
2024
Q1 | $907K | Buy |
3,217
+53
| +2% | +$14.9K | 0.07% | 123 |
|
|
2023
Q4 | $938K | Buy |
3,164
+3
| +0.1% | +$890 | 0.08% | 113 |
|
|
2023
Q3 | $833K | Sell |
3,161
-77
| -2% | -$20.3K | 0.08% | 115 |
|
|
2023
Q2 | $966K | Buy |
3,238
+83
| +3% | +$24.8K | 0.09% | 103 |
|
|
2023
Q1 | $882K | Sell |
3,155
-32
| -1% | -$8.95K | 0.09% | 103 |
|
|
2022
Q4 | $840K | Sell |
3,187
-280
| -8% | -$73.8K | 0.09% | 100 |
|
|
2022
Q3 | $800K | Buy |
3,467
+3
| +0.1% | +$692 | 0.09% | 101 |
|
|
2022
Q2 | $855K | Sell |
3,464
-21
| -0.6% | -$5.18K | 0.09% | 103 |
|
|
2022
Q1 | $862K | Buy |
3,485
+201
| +6% | +$49.7K | 0.08% | 109 |
|
|
2021
Q4 | $880K | Sell |
3,284
-81
| -2% | -$21.7K | 0.08% | 109 |
|
|
2021
Q3 | $775K | Buy |
3,365
+253
| +8% | +$58.3K | 0.08% | 129 |
|
|
2021
Q2 | $719K | Sell |
3,112
-97
| -3% | -$22.4K | 0.07% | 133 |
|
|
2021
Q1 | $719K | Sell |
3,209
-795
| -20% | -$178K | 0.11% | 126 |
|
|
2020
Q4 | $859K | Buy |
4,004
+238
| +6% | +$51.1K | 0.14% | 96 |
|
|
2020
Q3 | $827K | Buy |
3,766
+89
| +2% | +$19.5K | 0.15% | 85 |
|
|
2020
Q2 | $678K | Buy |
3,677
+2
| +0.1% | +$369 | 0.13% | 95 |
|
|
2020
Q1 | $608K | Sell |
3,675
-28
| -0.8% | -$4.63K | 0.15% | 93 |
|
|
2019
Q4 | $732K | Buy |
3,703
+2
| +0.1% | +$395 | 0.14% | 89 |
|
|
2019
Q3 | $795K | Hold |
3,701
| – | – | 0.16% | 83 |
|
|
2019
Q2 | $768K | Sell |
3,701
-965
| -21% | -$200K | 0.16% | 88 |
|
|
2019
Q1 | $886K | Sell |
4,666
-23
| -0.5% | -$4.37K | 0.18% | 75 |
|
|
2018
Q4 | $833K | Hold |
4,689
| – | – | 0.19% | 72 |
|
|
2018
Q3 | $784K | Buy |
4,689
+1
| +0% | +$167 | 0.16% | 83 |
|
|
2018
Q2 | $735K | Hold |
4,688
| – | – | 0.15% | 91 |
|
|
2018
Q1 | $733K | Sell |
4,688
-69
| -1% | -$10.8K | 0.15% | 95 |
|
|
2017
Q4 | $819K | Sell |
4,757
-43
| -0.9% | -$7.4K | 0.17% | 90 |
|
|
2017
Q3 | $752K | Buy |
4,800
+240
| +5% | +$37.6K | 0.16% | 89 |
|
|
2017
Q2 | $698K | Sell |
4,560
-10
| -0.2% | -$1.53K | 0.16% | 90 |
|
|
2017
Q1 | $592K | Sell |
4,570
-84
| -2% | -$10.9K | 0.15% | 98 |
|
|
2016
Q4 | $566K | Buy |
4,654
+415
| +10% | +$50.5K | 0.16% | 97 |
|
|
2016
Q3 | $489K | Buy |
4,239
+65
| +2% | +$7.5K | 0.14% | 103 |
|
|
2016
Q2 | $502K | Buy |
4,174
+20
| +0.5% | +$2.41K | 0.15% | 101 |
|
|
2016
Q1 | $522K | Buy |
4,154
+23
| +0.6% | +$2.89K | 0.18% | 90 |
|
|
2015
Q4 | $488K | Sell |
4,131
-43
| -1% | -$5.08K | 0.18% | 97 |
|
|
2015
Q3 | $411K | Sell |
4,174
-66
| -2% | -$6.5K | 0.15% | 111 |
|
|
2015
Q2 | $403K | Sell |
4,240
-14
| -0.3% | -$1.33K | 0.14% | 124 |
|
|
2015
Q1 | $415K | Sell |
4,254
-24
| -0.6% | -$2.34K | 0.15% | 122 |
|
|
2014
Q4 | $401K | Buy |
4,278
+81
| +2% | +$7.59K | 0.15% | 120 |
|
|
2014
Q3 | $398K | Sell |
4,197
-163
| -4% | -$15.5K | 0.16% | 114 |
|
|
2014
Q2 | $439K | Buy |
4,360
+75
| +2% | +$7.55K | 0.17% | 116 |
|
|
2014
Q1 | $420K | Sell |
4,285
-600
| -12% | -$58.8K | 0.18% | 111 |
|
|
2013
Q4 | $474K | Buy |
+4,885
| New | +$474K | 0.21% | 98 |
|