Freestone Capital Holdings’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 | $6.01M | Sell |
20,562
-1,011
| -5% | -$295K | 0.2% | 85 |
|
|
2025
Q1 | $6.74M | Buy |
21,573
+474
| +2% | +$148K | 0.25% | 68 |
|
|
2024
Q4 | $6.12M | Sell |
21,099
-60
| -0.3% | -$17.4K | 0.21% | 75 |
|
|
2024
Q3 | $6.44M | Buy |
21,159
+356
| +2% | +$108K | 0.22% | 74 |
|
|
2024
Q2 | $5.3M | Buy |
20,803
+1,005
| +5% | +$256K | 0.19% | 79 |
|
|
2024
Q1 | $5.58M | Buy |
19,798
+512
| +3% | +$144K | 0.21% | 76 |
|
|
2023
Q4 | $5.72M | Sell |
19,286
-175
| -0.9% | -$51.9K | 0.26% | 69 |
|
|
2023
Q3 | $5.13M | Buy |
19,461
+642
| +3% | +$169K | 0.27% | 65 |
|
|
2023
Q2 | $5.62M | Buy |
18,819
+318
| +2% | +$94.9K | 0.23% | 69 |
|
|
2023
Q1 | $5.17M | Sell |
18,501
-292
| -2% | -$81.6K | 0.23% | 70 |
|
|
2022
Q4 | $4.95M | Sell |
18,793
-2,034
| -10% | -$536K | 0.23% | 71 |
|
|
2022
Q3 | $4.81M | Sell |
20,827
-2,046
| -9% | -$472K | 0.22% | 70 |
|
|
2022
Q2 | $5.65M | Sell |
22,873
-6,319
| -22% | -$1.56M | 0.22% | 75 |
|
|
2022
Q1 | $7.22M | Sell |
29,192
-140
| -0.5% | -$34.6K | 0.29% | 77 |
|
|
2021
Q4 | $7.86M | Buy |
29,332
+265
| +0.9% | +$71K | 0.33% | 65 |
|
|
2021
Q3 | $7.01M | Sell |
29,067
-3,667
| -11% | -$884K | 0.35% | 67 |
|
|
2021
Q2 | $7.56M | Sell |
32,734
-644
| -2% | -$149K | 0.38% | 65 |
|
|
2021
Q1 | $7.48M | Sell |
33,378
-948
| -3% | -$212K | 0.41% | 62 |
|
|
2020
Q4 | $7.37M | Buy |
34,326
+47
| +0.1% | +$10.1K | 0.43% | 59 |
|
|
2020
Q3 | $7.52M | Buy |
34,279
+1,467
| +4% | +$322K | 0.49% | 46 |
|
|
2020
Q2 | $6.05K | Buy |
32,812
+14,190
| +76% | +$2.62K | 0.07% | 64 |
|
|
2020
Q1 | $3.08K | Buy |
18,622
+6,841
| +58% | +$1.13K | 0.07% | 101 |
|
|
2019
Q4 | $2.33K | Buy |
11,781
+6,809
| +137% | +$1.35K | 0.05% | 162 |
|
|
2019
Q3 | $1.07K | Buy |
4,972
+1,789
| +56% | +$384 | 0.03% | 254 |
|
|
2019
Q2 | $661 | Sell |
3,183
-895
| -22% | -$186 | 0.02% | 270 |
|
|
2019
Q1 | $774K | Buy |
4,078
+1,489
| +58% | +$283K | 0.05% | 241 |
|
|
2018
Q4 | $460K | Buy |
2,589
+296
| +13% | +$52.6K | 0.03% | 300 |
|
|
2018
Q3 | $384K | Buy |
2,293
+191
| +9% | +$32K | ﹤0.01% | 284 |
|
|
2018
Q2 | $329K | Buy |
+2,102
| New | +$329K | ﹤0.01% | 290 |
|
|
2015
Q4 | – | Sell |
-2,230
| Closed | -$220K | – | 354 |
|
|
2015
Q3 | $220K | Buy |
+2,230
| New | +$220K | 0.02% | 302 |
|