Excalibur 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 | $507K | Buy |
1,735
+3
| +0.2% | +$877 | 0.19% | 100 |
|
|
2025
Q1 | $541K | Buy |
1,732
+92
| +6% | +$28.7K | 0.21% | 98 |
|
|
2024
Q4 | $475K | Buy |
1,640
+3
| +0.2% | +$870 | 0.19% | 102 |
|
|
2024
Q3 | $498K | Sell |
1,637
-72
| -4% | -$21.9K | 0.19% | 102 |
|
|
2024
Q2 | $436K | Buy |
1,709
+139
| +9% | +$35.4K | 0.18% | 108 |
|
|
2024
Q1 | $443K | Buy |
1,570
+5
| +0.3% | +$1.41K | 0.19% | 106 |
|
|
2023
Q4 | $464K | Buy |
1,565
+2
| +0.1% | +$593 | 0.22% | 96 |
|
|
2023
Q3 | $412K | Buy |
1,563
+14
| +0.9% | +$3.69K | 0.21% | 100 |
|
|
2023
Q2 | $462K | Buy |
1,549
+3
| +0.2% | +$895 | 0.24% | 93 |
|
|
2023
Q1 | $432K | Buy |
1,546
+1
| +0.1% | +$280 | 0.22% | 99 |
|
|
2022
Q4 | $407K | Buy |
1,545
+16
| +1% | +$4.22K | 0.21% | 99 |
|
|
2022
Q3 | $353K | Buy |
1,529
+240
| +19% | +$55.4K | 0.2% | 102 |
|
|
2022
Q2 | $318K | Buy |
1,289
+6
| +0.5% | +$1.48K | 0.17% | 114 |
|
|
2022
Q1 | $317K | Buy |
1,283
+7
| +0.5% | +$1.73K | 0.14% | 124 |
|
|
2021
Q4 | $342K | Buy |
1,276
+6
| +0.5% | +$1.61K | 0.14% | 125 |
|
|
2021
Q3 | $306K | Hold |
1,270
| – | – | 0.13% | 129 |
|
|
2021
Q2 | $293K | Hold |
1,270
| – | – | 0.13% | 132 |
|
|
2021
Q1 | $285K | Hold |
1,270
| – | – | 0.14% | 127 |
|
|
2020
Q4 | $273K | Sell |
1,270
-47
| -4% | -$10.1K | 0.15% | 119 |
|
|
2020
Q3 | $289K | Hold |
1,317
| – | – | 0.18% | 102 |
|
|
2020
Q2 | $243K | Buy |
1,317
+10
| +0.8% | +$1.85K | 0.16% | 101 |
|
|
2020
Q1 | $216K | Sell |
1,307
-25
| -2% | -$4.13K | 0.17% | 101 |
|
|
2019
Q4 | $263K | Buy |
1,332
+11
| +0.8% | +$2.17K | 0.17% | 94 |
|
|
2019
Q3 | $284K | Sell |
1,321
-25
| -2% | -$5.38K | 0.25% | 54 |
|
|
2019
Q2 | $280K | Hold |
1,346
| – | – | 0.26% | 53 |
|
|
2019
Q1 | $256K | Sell |
1,346
-5
| -0.4% | -$951 | 0.24% | 55 |
|
|
2018
Q4 | $240K | Hold |
1,351
| – | – | 0.24% | 54 |
|
|
2018
Q3 | $226K | Hold |
1,351
| – | – | 0.19% | 61 |
|
|
2018
Q2 | $212K | Sell |
1,351
-10
| -0.7% | -$1.57K | 0.17% | 75 |
|
|
2018
Q1 | $213K | Hold |
1,361
| – | – | 0.17% | 74 |
|
|
2017
Q4 | $234K | Sell |
1,361
-485
| -26% | -$83.4K | 0.2% | 70 |
|
|
2017
Q3 | $289K | Hold |
1,846
| – | – | 0.25% | 59 |
|
|
2017
Q2 | $283K | Hold |
1,846
| – | – | 0.25% | 55 |
|
|
2017
Q1 | $239K | Hold |
1,846
| – | – | 0.21% | 64 |
|
|
2016
Q4 | $225K | Sell |
1,846
-50
| -3% | -$6.09K | 0.2% | 62 |
|
|
2016
Q3 | $219K | Hold |
1,896
| – | – | 0.21% | 61 |
|
|
2016
Q2 | $228K | Sell |
1,896
-385
| -17% | -$46.3K | 0.2% | 63 |
|
|
2016
Q1 | $287K | Sell |
2,281
-178
| -7% | -$22.4K | 0.26% | 54 |
|
|
2015
Q4 | $291K | Sell |
2,459
-690
| -22% | -$81.7K | 0.27% | 54 |
|
|
2015
Q3 | $310K | Hold |
3,149
| – | – | 0.31% | 45 |
|
|
2015
Q2 | $299K | Buy |
3,149
+649
| +26% | +$61.6K | 0.28% | 45 |
|
|
2015
Q1 | $244K | Sell |
2,500
-1,350
| -35% | -$132K | 0.24% | 49 |
|
|
2014
Q4 | $361K | Buy |
3,850
+325
| +9% | +$30.5K | 0.36% | 40 |
|
|
2014
Q3 | $334K | Sell |
3,525
-300
| -8% | -$28.4K | 0.34% | 43 |
|
|
2014
Q2 | $385K | Hold |
3,825
| – | – | 0.4% | 39 |
|
|
2014
Q1 | $375K | Sell |
3,825
-100
| -3% | -$9.8K | 0.41% | 40 |
|
|
2013
Q4 | $381K | Hold |
3,925
| – | – | 0.42% | 39 |
|
|
2013
Q3 | $378K | Hold |
3,925
| – | – | 0.44% | 36 |
|
|
2013
Q2 | $389K | Buy |
+3,925
| New | +$389K | 0.48% | 37 |
|