Garde Capital’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 | $939K | Buy |
3,212
+108
| +3% | +$31.6K | 0.05% | 108 |
|
|
2025
Q1 | $970K | Hold |
3,104
| – | – | 0.05% | 104 |
|
|
2024
Q4 | $900K | Buy |
3,104
+491
| +19% | +$142K | 0.06% | 103 |
|
|
2024
Q3 | $796K | Buy |
2,613
+86
| +3% | +$26.2K | 0.05% | 111 |
|
|
2024
Q2 | $644K | Sell |
2,527
-36
| -1% | -$9.18K | 0.04% | 122 |
|
|
2024
Q1 | $722K | Sell |
2,563
-294
| -10% | -$82.8K | 0.05% | 119 |
|
|
2023
Q4 | $847K | Buy |
2,857
+515
| +22% | +$153K | 0.06% | 101 |
|
|
2023
Q3 | $617K | Buy |
2,342
+15
| +0.6% | +$3.95K | 0.05% | 118 |
|
|
2023
Q2 | $694K | Hold |
2,327
| – | – | 0.06% | 121 |
|
|
2023
Q1 | $651K | Sell |
2,327
-74
| -3% | -$20.7K | 0.07% | 105 |
|
|
2022
Q4 | $633K | Buy |
2,401
+74
| +3% | +$19.5K | 0.08% | 102 |
|
|
2022
Q3 | $537K | Hold |
2,327
| – | – | 0.07% | 104 |
|
|
2022
Q2 | $574K | Hold |
2,327
| – | – | 0.07% | 105 |
|
|
2022
Q1 | $575K | Sell |
2,327
-505
| -18% | -$125K | 0.06% | 118 |
|
|
2021
Q4 | $759K | Buy |
2,832
+111
| +4% | +$29.7K | 0.07% | 105 |
|
|
2021
Q3 | $656K | Hold |
2,721
| – | – | 0.07% | 106 |
|
|
2021
Q2 | $629K | Buy |
2,721
+60
| +2% | +$13.9K | 0.07% | 110 |
|
|
2021
Q1 | $596K | Hold |
2,661
| – | – | 0.07% | 114 |
|
|
2020
Q4 | $570K | Hold |
2,661
| – | – | 0.07% | 109 |
|
|
2020
Q3 | $584K | Sell |
2,661
-3
| -0.1% | -$658 | 0.09% | 89 |
|
|
2020
Q2 | $491K | Hold |
2,664
| – | – | 0.07% | 92 |
|
|
2020
Q1 | $440K | Sell |
2,664
-4
| -0.1% | -$661 | 0.08% | 86 |
|
|
2019
Q4 | $527K | Sell |
2,668
-200
| -7% | -$39.5K | 0.08% | 86 |
|
|
2019
Q3 | $616K | Sell |
2,868
-82
| -3% | -$17.6K | 0.1% | 77 |
|
|
2019
Q2 | $613K | Hold |
2,950
| – | – | 0.1% | 75 |
|
|
2019
Q1 | $560K | Buy |
2,950
+150
| +5% | +$28.5K | 0.1% | 74 |
|
|
2018
Q4 | $497K | Buy |
2,800
+115
| +4% | +$20.4K | 0.09% | 110 |
|
|
2018
Q3 | $493K | Sell |
2,685
-67
| -2% | -$12.3K | 0.08% | 118 |
|
|
2018
Q2 | $431K | Hold |
2,752
| – | – | 0.07% | 121 |
|
|
2018
Q1 | $430K | Buy |
2,752
+417
| +18% | +$65.2K | 0.08% | 114 |
|
|
2017
Q4 | $402K | Buy |
2,335
+130
| +6% | +$22.4K | 0.08% | 117 |
|
|
2017
Q3 | $345K | Hold |
2,205
| – | – | 0.07% | 126 |
|
|
2017
Q2 | $338K | Hold |
2,205
| – | – | 0.08% | 91 |
|
|
2017
Q1 | $286K | Buy |
2,205
+200
| +10% | +$25.9K | 0.08% | 90 |
|
|
2016
Q4 | $244K | Buy |
+2,005
| New | +$244K | 0.07% | 105 |
|
|
2016
Q3 | – | Sell |
-2,005
| Closed | -$241K | – | 148 |
|
|
2016
Q2 | $241K | Hold |
2,005
| – | – | 0.08% | 94 |
|
|
2016
Q1 | $252K | Sell |
2,005
-5
| -0.2% | -$628 | 0.08% | 94 |
|
|
2015
Q4 | $237K | Buy |
+2,010
| New | +$237K | 0.08% | 94 |
|
|
2015
Q1 | – | Sell |
-2,827
| Closed | -$265K | – | 149 |
|
|
2014
Q4 | $265K | Hold |
2,827
| – | – | 0.08% | 119 |
|
|
2014
Q3 | $268K | Hold |
2,827
| – | – | 0.1% | 85 |
|
|
2014
Q2 | $285K | Buy |
+2,827
| New | +$285K | 0.11% | 77 |
|