Goelzer Investment 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 | $1.1M | Sell |
3,780
-35
| -0.9% | -$10.2K | 0.06% | 146 |
|
|
2025
Q1 | $1.19M | Hold |
3,815
| – | – | 0.07% | 141 |
|
|
2024
Q4 | $1.11M | Buy |
3,815
+105
| +3% | +$30.4K | 0.06% | 141 |
|
|
2024
Q3 | $1.13M | Buy |
3,710
+25
| +0.7% | +$7.61K | 0.06% | 138 |
|
|
2024
Q2 | $939K | Hold |
3,685
| – | – | 0.05% | 141 |
|
|
2024
Q1 | $1.04M | Sell |
3,685
-6
| -0.2% | -$1.69K | 0.06% | 140 |
|
|
2023
Q4 | $1.09M | Buy |
3,691
+571
| +18% | +$169K | 0.07% | 138 |
|
|
2023
Q3 | $822K | Hold |
3,120
| – | – | 0.06% | 145 |
|
|
2023
Q2 | $931K | Sell |
3,120
-100
| -3% | -$29.8K | 0.08% | 140 |
|
|
2023
Q1 | $900K | Sell |
3,220
-50
| -2% | -$14K | 0.08% | 144 |
|
|
2022
Q4 | $862K | Sell |
3,270
-560
| -15% | -$148K | 0.07% | 151 |
|
|
2022
Q3 | $884K | Buy |
3,830
+533
| +16% | +$123K | 0.09% | 148 |
|
|
2022
Q2 | $814K | Sell |
3,297
-23
| -0.7% | -$5.68K | 0.08% | 160 |
|
|
2022
Q1 | $821K | Sell |
3,320
-50
| -1% | -$12.4K | 0.07% | 157 |
|
|
2021
Q4 | $903K | Sell |
3,370
-80
| -2% | -$21.4K | 0.07% | 159 |
|
|
2021
Q3 | $832K | Sell |
3,450
-502
| -13% | -$121K | 0.07% | 159 |
|
|
2021
Q2 | $913K | Hold |
3,952
| – | – | 0.08% | 161 |
|
|
2021
Q1 | $886K | Hold |
3,952
| – | – | 0.08% | 157 |
|
|
2020
Q4 | $848K | Sell |
3,952
-2,370
| -37% | -$509K | 0.08% | 154 |
|
|
2020
Q3 | $1.39M | Hold |
6,322
| – | – | 0.13% | 155 |
|
|
2020
Q2 | $1.17M | Sell |
6,322
-16
| -0.3% | -$2.95K | 0.11% | 153 |
|
|
2020
Q1 | $1.05M | Sell |
6,338
-134
| -2% | -$22.2K | 0.12% | 157 |
|
|
2019
Q4 | $1.28M | Hold |
6,472
| – | – | 0.11% | 162 |
|
|
2019
Q3 | $1.39M | Sell |
6,472
-230
| -3% | -$49.4K | 0.13% | 154 |
|
|
2019
Q2 | $1.39M | Sell |
6,702
-320
| -5% | -$66.5K | 0.13% | 158 |
|
|
2019
Q1 | $1.33M | Buy |
7,022
+1,770
| +34% | +$336K | 0.13% | 160 |
|
|
2018
Q4 | $933K | Hold |
5,252
| – | – | 0.12% | 148 |
|
|
2018
Q3 | $879K | Hold |
5,252
| – | – | 0.1% | 153 |
|
|
2018
Q2 | $823K | Sell |
5,252
-90
| -2% | -$14.1K | 0.1% | 151 |
|
|
2018
Q1 | $835K | Sell |
5,342
-460
| -8% | -$71.9K | 0.1% | 153 |
|
|
2017
Q4 | $999K | Buy |
5,802
+922
| +19% | +$159K | 0.11% | 146 |
|
|
2017
Q3 | $765K | Sell |
4,880
-90
| -2% | -$14.1K | 0.09% | 153 |
|
|
2017
Q2 | $761K | Hold |
4,970
| – | – | 0.09% | 149 |
|
|
2017
Q1 | $644K | Sell |
4,970
-1,260
| -20% | -$163K | 0.08% | 151 |
|
|
2016
Q4 | $758K | Sell |
6,230
-100
| -2% | -$12.2K | 0.1% | 150 |
|
|
2016
Q3 | $730K | Sell |
6,330
-200
| -3% | -$23.1K | 0.1% | 154 |
|
|
2016
Q2 | $786K | Sell |
6,530
-150
| -2% | -$18.1K | 0.11% | 150 |
|
|
2016
Q1 | $840K | Sell |
6,680
-150
| -2% | -$18.9K | 0.12% | 149 |
|
|
2015
Q4 | $807K | Sell |
6,830
-546
| -7% | -$64.5K | 0.12% | 153 |
|
|
2015
Q3 | $727K | Buy |
7,376
+546
| +8% | +$53.8K | 0.12% | 152 |
|
|
2015
Q2 | $649K | Sell |
6,830
-300
| -4% | -$28.5K | 0.1% | 155 |
|
|
2015
Q1 | $695K | Sell |
7,130
-2,315
| -25% | -$226K | 0.1% | 148 |
|
|
2014
Q4 | $885K | Sell |
9,445
-500
| -5% | -$46.9K | 0.13% | 147 |
|
|
2014
Q3 | $943K | Sell |
9,945
-265
| -3% | -$25.1K | 0.16% | 142 |
|
|
2014
Q2 | $1.03M | Sell |
10,210
-1,795
| -15% | -$181K | 0.17% | 138 |
|
|
2014
Q1 | $1.18M | Sell |
12,005
-18,718
| -61% | -$1.84M | 0.21% | 134 |
|
|
2013
Q4 | $2.98M | Buy |
30,723
+483
| +2% | +$46.9K | 0.54% | 88 |
|
|
2013
Q3 | $2.91M | Sell |
30,240
-31,240
| -51% | -$3.01M | 0.59% | 80 |
|
|
2013
Q2 | $6.09M | Buy |
+61,480
| New | +$6.09M | 0.65% | 70 |
|