Girard Partners’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$2.83M Sell
11,116
-116
-1% -$29.6K 0.27% 74
2024
Q1
$3.17M Sell
11,232
-450
-4% -$127K 0.3% 71
2023
Q4
$3.46M Sell
11,682
-498
-4% -$148K 0.35% 64
2023
Q3
$3.21M Sell
12,180
-591
-5% -$156K 0.36% 64
2023
Q2
$3.81M Sell
12,771
-1,139
-8% -$340K 0.4% 56
2023
Q1
$3.89M Sell
13,910
-924
-6% -$258K 0.43% 55
2022
Q4
$3.91M Buy
14,834
+519
+4% +$137K 0.44% 59
2022
Q3
$3.3M Sell
14,315
-750
-5% -$173K 0.44% 59
2022
Q2
$3.72M Buy
15,065
+34
+0.2% +$8.39K 0.47% 58
2022
Q1
$3.72M Sell
15,031
-240
-2% -$59.3K 0.41% 69
2021
Q4
$4.09M Buy
15,271
+51
+0.3% +$13.7K 0.44% 71
2021
Q3
$3.67M Sell
15,220
-106
-0.7% -$25.6K 0.46% 72
2021
Q2
$3.54M Sell
15,326
-676
-4% -$156K 0.46% 69
2021
Q1
$3.59M Sell
16,002
-908
-5% -$203K 0.52% 62
2020
Q4
$3.63M Sell
16,910
-1,905
-10% -$409K 0.56% 54
2020
Q3
$4.13M Sell
18,815
-1,736
-8% -$381K 0.69% 44
2020
Q2
$3.79M Sell
20,551
-3,070
-13% -$566K 0.68% 44
2020
Q1
$3.91M Buy
23,621
+723
+3% +$120K 0.78% 39
2019
Q4
$4.52M Buy
22,898
+188
+0.8% +$37.1K 0.75% 41
2019
Q3
$4.88M Sell
22,710
-1,316
-5% -$283K 0.91% 38
2019
Q2
$4.99M Buy
24,026
+4
+0% +$831 0.88% 36
2019
Q1
$4.56M Sell
24,022
-995
-4% -$189K 0.85% 35
2018
Q4
$4.44M Sell
25,017
-2,138
-8% -$380K 0.93% 33
2018
Q3
$4.54M Sell
27,155
-504
-2% -$84.3K 0.81% 34
2018
Q2
$4.33M Sell
27,659
-366
-1% -$57.4K 0.82% 35
2018
Q1
$4.38M Buy
28,025
+500
+2% +$78.2K 1.03% 25
2017
Q4
$4.74M Sell
27,525
-2,412
-8% -$415K 0.91% 32
2017
Q3
$4.69M Buy
29,937
+202
+0.7% +$31.7K 0.97% 33
2017
Q2
$4.55M Buy
29,735
+1,673
+6% +$256K 0.99% 31
2017
Q1
$3.64M Buy
28,062
+1,185
+4% +$154K 0.88% 39
2016
Q4
$3.27M Buy
26,877
+1,110
+4% +$135K 0.95% 36
2016
Q3
$2.97M Buy
25,767
+2,255
+10% +$260K 0.99% 32
2016
Q2
$2.83M Buy
23,512
+632
+3% +$76K 1.08% 26
2016
Q1
$2.88M Sell
22,880
-453
-2% -$56.9K 1.26% 19
2015
Q4
$2.76M Sell
23,333
-535
-2% -$63.2K 1.33% 20
2015
Q3
$2.35M Sell
23,868
-2,047
-8% -$202K 1.33% 20
2015
Q2
$2.46M Sell
25,915
-289
-1% -$27.5K 1.38% 20
2015
Q1
$2.55M Sell
26,204
-928
-3% -$90.4K 1.51% 15
2014
Q4
$2.54M Sell
27,132
-1,837
-6% -$172K 1.59% 15
2014
Q3
$2.75M Buy
28,969
+902
+3% +$85.5K 1.84% 9
2014
Q2
$2.83M Sell
28,067
-3,500
-11% -$353K 1.95% 7
2014
Q1
$3.1M Sell
31,567
-96
-0.3% -$9.41K 2.2% 6
2013
Q4
$3.07M Buy
+31,663
New +$3.07M 2.44% 6