First City 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 | $826K | Sell |
2,826
-13
| -0.5% | -$3.8K | 0.48% | 56 |
|
|
2025
Q1 | $887K | Buy |
2,839
+233
| +9% | +$72.8K | 0.53% | 49 |
|
|
2024
Q4 | $755K | Sell |
2,606
-49
| -2% | -$14.2K | 0.4% | 61 |
|
|
2024
Q3 | $808K | Buy |
2,655
+491
| +23% | +$150K | 0.42% | 58 |
|
|
2024
Q2 | $551K | Sell |
2,164
-15
| -0.7% | -$3.82K | 0.31% | 84 |
|
|
2024
Q1 | $614K | Sell |
2,179
-71
| -3% | -$20K | 0.34% | 70 |
|
|
2023
Q4 | $667K | Sell |
2,250
-21
| -0.9% | -$6.23K | 0.39% | 72 |
|
|
2023
Q3 | $598K | Sell |
2,271
-10
| -0.4% | -$2.63K | 0.38% | 75 |
|
|
2023
Q2 | $681K | Hold |
2,281
| – | – | 0.4% | 68 |
|
|
2023
Q1 | $675K | Buy |
2,281
+209
| +10% | +$61.8K | 0.39% | 69 |
|
|
2022
Q4 | $546K | Sell |
2,072
-329
| -14% | -$86.7K | 0.33% | 82 |
|
|
2022
Q3 | $554K | Buy |
2,401
+935
| +64% | +$216K | 0.37% | 78 |
|
|
2022
Q2 | $362K | Sell |
1,466
-23
| -2% | -$5.68K | 0.22% | 112 |
|
|
2022
Q1 | $368K | Buy |
1,489
+20
| +1% | +$4.94K | 0.2% | 118 |
|
|
2021
Q4 | $382K | Hold |
1,469
| – | – | 0.21% | 117 |
|
|
2021
Q3 | $354K | Buy |
1,469
+73
| +5% | +$17.6K | 0.2% | 128 |
|
|
2021
Q2 | $330K | Hold |
1,396
| – | – | 0.18% | 131 |
|
|
2021
Q1 | $318K | Hold |
1,396
| – | – | 0.18% | 129 |
|
|
2020
Q4 | $299K | Sell |
1,396
-1,035
| -43% | -$222K | 0.19% | 128 |
|
|
2020
Q3 | $553K | Buy |
2,431
+1,150
| +90% | +$262K | 0.21% | 107 |
|
|
2020
Q2 | $236K | Buy |
+1,281
| New | +$236K | 0.18% | 124 |
|
|
2020
Q1 | – | Sell |
-1,386
| Closed | -$274K | – | 127 |
|
|
2019
Q4 | $274K | Sell |
1,386
-125
| -8% | -$24.7K | 0.19% | 119 |
|
|
2019
Q3 | $324K | Hold |
1,511
| – | – | 0.24% | 109 |
|
|
2019
Q2 | $314K | Sell |
1,511
-300
| -17% | -$62.3K | 0.23% | 107 |
|
|
2019
Q1 | $344K | Hold |
1,811
| – | – | 0.25% | 109 |
|
|
2018
Q4 | $322K | Sell |
1,811
-185
| -9% | -$32.9K | 0.25% | 107 |
|
|
2018
Q3 | $334K | Sell |
1,996
-300
| -13% | -$50.2K | 0.22% | 111 |
|
|
2018
Q2 | $360K | Hold |
2,296
| – | – | 0.26% | 105 |
|
|
2018
Q1 | $359K | Hold |
2,296
| – | – | 0.27% | 105 |
|
|
2017
Q4 | $395K | Hold |
2,296
| – | – | 0.27% | 105 |
|
|
2017
Q3 | $360K | Sell |
2,296
-66
| -3% | -$10.3K | 0.25% | 103 |
|
|
2017
Q2 | $362K | Hold |
2,362
| – | – | 0.26% | 101 |
|
|
2017
Q1 | $306K | Hold |
2,362
| – | – | 0.23% | 107 |
|
|
2016
Q4 | $287K | Buy |
2,362
+51
| +2% | +$6.2K | 0.22% | 106 |
|
|
2016
Q3 | $267K | Hold |
2,311
| – | – | 0.2% | 108 |
|
|
2016
Q2 | $278K | Sell |
2,311
-199
| -8% | -$23.9K | 0.21% | 106 |
|
|
2016
Q1 | $316K | Sell |
2,510
-30
| -1% | -$3.77K | 0.22% | 102 |
|
|
2015
Q4 | $300K | Hold |
2,540
| – | – | 0.2% | 109 |
|
|
2015
Q3 | $250K | Sell |
2,540
-80
| -3% | -$7.88K | 0.18% | 116 |
|
|
2015
Q2 | $249K | Buy |
2,620
+45
| +2% | +$4.28K | 0.17% | 117 |
|
|
2015
Q1 | $251K | Sell |
2,575
-574
| -18% | -$55.9K | 0.17% | 115 |
|
|
2014
Q4 | $295K | Buy |
3,149
+250
| +9% | +$23.4K | 0.2% | 111 |
|
|
2014
Q3 | $275K | Buy |
2,899
+1,329
| +85% | +$126K | 0.2% | 118 |
|
|
2014
Q2 | $158K | Hold |
1,570
| – | – | 0.11% | 157 |
|
|
2014
Q1 | $154K | Buy |
+1,570
| New | +$154K | 0.11% | 162 |
|