Everence Capital Management’s McDonald's MCD Stock Holding History

Everence Capital Management’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.34M	Sell	11,417 -4,930	-30%	-$1.44M	0.21%	80
2025 Q1	$5.11M	Sell	16,347 -780	-5%	-$244K	0.35%	45
2024 Q4	$4.97M	Sell	17,127 -2,260	-12%	-$655K	0.32%	51
2024 Q3	$5.9M	Buy	19,387 +1,150	+6%	+$350K	0.37%	40
2024 Q2	$4.98K	Hold	18,237	–	–	0.35%	48
2024 Q1	$5.14K	Hold	18,237	–	–	0.34%	51
2023 Q4	$5.41M	Buy	18,237 +2,680	+17%	+$795K	0.39%	43
2023 Q3	$4.1K	Sell	15,557 -4,230	-21%	-$1.11K	0.32%	55
2023 Q2	$5.64M	Hold	19,787	–	–	0.46%	35
2023 Q1	$5.53K	Buy	19,787 +2,530	+15%	+$707	0.45%	36
2022 Q4	$4.55K	Sell	17,257 -4,000	-19%	-$1.05K	0.39%	46
2022 Q3	$4.91M	Buy	21,257 +2,470	+13%	+$570K	0.45%	38
2022 Q2	$4.64M	Hold	18,787	–	–	0.41%	44
2022 Q1	$4.65M	Buy	18,787 +2,630	+16%	+$650K	0.36%	57
2021 Q4	$4.33M	Buy	16,157 +1,440	+10%	+$386K	0.32%	55
2021 Q3	$3.55M	Hold	14,717	–	–	0.29%	60
2021 Q2	$3.4M	Hold	14,717	–	–	0.28%	67
2021 Q1	$3.3M	Hold	14,717	–	–	0.3%	59
2020 Q4	$3.16M	Sell	14,717 -2,070	-12%	-$444K	0.31%	54
2020 Q3	$3.69M	Sell	16,787 -2,550	-13%	-$560K	0.41%	45
2020 Q2	$3.6M	Hold	19,337	–	–	0.42%	41
2020 Q1	$3.2M	Hold	19,337	–	–	0.45%	37
2019 Q4	$3.82M	Sell	19,337 -1,180	-6%	-$233K	0.57%	32
2019 Q3	$4.41M	Hold	20,517	–	–	0.71%	25
2019 Q2	$4.26M	Hold	20,517	–	–	0.7%	26
2019 Q1	$3.9M	Buy	20,517 +1,105	+6%	+$210K	0.68%	26
2018 Q4	$3.45M	Hold	19,412	–	–	0.8%	24
2018 Q3	$3.25M	Sell	19,412 -3,040	-14%	-$508K	0.64%	32
2018 Q2	$3.52M	Hold	22,452	–	–	0.74%	23
2018 Q1	$3.51M	Hold	22,452	–	–	0.78%	21
2017 Q4	$3.86M	Buy	22,452 +2,362	+12%	+$407K	0.85%	21
2017 Q3	$3.15M	Hold	20,090	–	–	0.72%	32
2017 Q2	$3.08M	Hold	20,090	–	–	0.76%	28
2017 Q1	$2.6M	Hold	20,090	–	–	0.68%	34
2016 Q4	$2.45M	Sell	20,090 -1,280	-6%	-$156K	0.7%	31
2016 Q3	$2.47M	Hold	21,370	–	–	0.73%	30
2016 Q2	$2.57M	Sell	21,370 -1,770	-8%	-$213K	0.79%	29
2016 Q1	$2.91M	Hold	23,140	–	–	0.9%	22
2015 Q4	$2.73M	Sell	23,140 -1,220	-5%	-$144K	0.89%	24
2015 Q3	$2.4M	Hold	24,360	–	–	0.83%	28
2015 Q2	$2.32M	Hold	24,360	–	–	0.75%	36
2015 Q1	$2.41M	Hold	24,360	–	–	0.81%	31
2014 Q4	$2.28M	Buy	24,360 +1,889	+8%	+$177K	0.78%	33
2014 Q3	$2.11M	Hold	22,471	–	–	0.77%	32
2014 Q2	$2.26M	Buy	22,471 +1,550	+7%	+$156K	0.84%	26
2014 Q1	$2.05M	Hold	20,921	–	–	0.81%	31
2013 Q4	$2.03M	Hold	20,921	–	–	0.82%	28
2013 Q3	$2.01M	Hold	20,921	–	–	0.86%	30
2013 Q2	$2.07M	Buy	+20,921	New	+$2.07M	0.94%	25