Evergreen Capital 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 | $2.99M | Sell |
10,236
-746
| -7% | -$218K | 0.09% | 218 |
|
|
2025
Q1 | $3.43M | Sell |
10,982
-1,656
| -13% | -$517K | 0.12% | 196 |
|
|
2024
Q4 | $3.66M | Buy |
12,638
+309
| +3% | +$89.6K | 0.12% | 184 |
|
|
2024
Q3 | $3.75M | Buy |
12,329
+210
| +2% | +$63.9K | 0.13% | 183 |
|
|
2024
Q2 | $3.09M | Sell |
12,119
-36
| -0.3% | -$9.17K | 0.11% | 192 |
|
|
2024
Q1 | $3.43M | Buy |
12,155
+374
| +3% | +$105K | 0.13% | 179 |
|
|
2023
Q4 | $3.49M | Sell |
11,781
-632
| -5% | -$187K | 0.14% | 173 |
|
|
2023
Q3 | $3.27M | Sell |
12,413
-564
| -4% | -$149K | 0.14% | 170 |
|
|
2023
Q2 | $3.87M | Buy |
12,977
+621
| +5% | +$185K | 0.16% | 159 |
|
|
2023
Q1 | $3.45M | Buy |
12,356
+1,228
| +11% | +$343K | 0.16% | 159 |
|
|
2022
Q4 | $2.93M | Sell |
11,128
-752
| -6% | -$198K | 0.14% | 177 |
|
|
2022
Q3 | $2.74M | Buy |
11,880
+591
| +5% | +$136K | 0.14% | 178 |
|
|
2022
Q2 | $2.79M | Sell |
11,289
-1,321
| -10% | -$326K | 0.14% | 177 |
|
|
2022
Q1 | $3.12M | Sell |
12,610
-228
| -2% | -$56.4K | 0.13% | 192 |
|
|
2021
Q4 | $3.44M | Buy |
12,838
+2,021
| +19% | +$542K | 0.14% | 178 |
|
|
2021
Q3 | $2.61M | Buy |
10,817
+2,335
| +28% | +$563K | 0.12% | 189 |
|
|
2021
Q2 | $1.96M | Buy |
8,482
+281
| +3% | +$64.9K | 0.09% | 204 |
|
|
2021
Q1 | $1.84M | Buy |
8,201
+1,498
| +22% | +$336K | 0.09% | 202 |
|
|
2020
Q4 | $1.44M | Sell |
6,703
-18
| -0.3% | -$3.86K | 0.08% | 193 |
|
|
2020
Q3 | $1.48M | Sell |
6,721
-156
| -2% | -$34.2K | 0.1% | 177 |
|
|
2020
Q2 | $1.27M | Sell |
6,877
-700
| -9% | -$129K | 0.1% | 173 |
|
|
2020
Q1 | $1.25M | Sell |
7,577
-639
| -8% | -$106K | 0.12% | 146 |
|
|
2019
Q4 | $1.62M | Buy |
8,216
+1,249
| +18% | +$247K | 0.14% | 137 |
|
|
2019
Q3 | $1.5M | Buy |
6,967
+4
| +0.1% | +$859 | 0.14% | 128 |
|
|
2019
Q2 | $1.45M | Buy |
6,963
+3,740
| +116% | +$777K | 0.14% | 129 |
|
|
2019
Q1 | $612K | Buy |
3,223
+694
| +27% | +$132K | 0.06% | 193 |
|
|
2018
Q4 | $449K | Sell |
2,529
-87
| -3% | -$15.4K | 0.05% | 217 |
|
|
2018
Q3 | $438K | Buy |
2,616
+60
| +2% | +$10K | 0.04% | 232 |
|
|
2018
Q2 | $400K | Buy |
2,556
+56
| +2% | +$8.76K | 0.04% | 230 |
|
|
2018
Q1 | $391K | Buy |
2,500
+1,326
| +113% | +$207K | 0.04% | 219 |
|
|
2017
Q4 | $202K | Buy |
+1,174
| New | +$202K | 0.02% | 225 |
|