Gratus Capital’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 | $18.6M | Buy |
72,817
+1,919
| +3% | +$489K | 0.74% | 37 |
|
|
2024
Q1 | $20M | Buy |
70,898
+10,333
| +17% | +$2.91M | 0.92% | 27 |
|
|
2023
Q4 | $18M | Buy |
60,565
+7,855
| +15% | +$2.33M | 1.01% | 25 |
|
|
2023
Q3 | $13.9M | Buy |
52,710
+43,812
| +492% | +$11.5M | 0.94% | 32 |
|
|
2023
Q2 | $2.66M | Buy |
8,898
+240
| +3% | +$71.6K | 0.18% | 92 |
|
|
2023
Q1 | $2.42M | Buy |
8,658
+188
| +2% | +$52.6K | 0.18% | 87 |
|
|
2022
Q4 | $2.23M | Sell |
8,470
-43
| -0.5% | -$11.3K | 0.18% | 87 |
|
|
2022
Q3 | $1.96M | Buy |
8,513
+217
| +3% | +$50.1K | 0.21% | 81 |
|
|
2022
Q2 | $2.05M | Buy |
8,296
+8
| +0.1% | +$1.98K | 0.23% | 80 |
|
|
2022
Q1 | $2.05M | Sell |
8,288
-152
| -2% | -$37.6K | 0.2% | 84 |
|
|
2021
Q4 | $2.26M | Sell |
8,440
-992
| -11% | -$266K | 0.21% | 80 |
|
|
2021
Q3 | $2.27M | Buy |
9,432
+7
| +0.1% | +$1.69K | 0.24% | 75 |
|
|
2021
Q2 | $2.18M | Sell |
9,425
-9,155
| -49% | -$2.11M | 0.24% | 78 |
|
|
2021
Q1 | $4.17M | Sell |
18,580
-329
| -2% | -$73.8K | 0.5% | 68 |
|
|
2020
Q4 | $4.06M | Buy |
18,909
+263
| +1% | +$56.4K | 0.54% | 61 |
|
|
2020
Q3 | $4.09M | Sell |
18,646
-432
| -2% | -$94.8K | 0.64% | 58 |
|
|
2020
Q2 | $3.52M | Sell |
19,078
-1
| -0% | -$184 | 0.59% | 57 |
|
|
2020
Q1 | $3.16M | Sell |
19,079
-132
| -0.7% | -$21.8K | 0.59% | 54 |
|
|
2019
Q4 | $3.8M | Buy |
19,211
+19
| +0.1% | +$3.75K | 0.58% | 62 |
|
|
2019
Q3 | $4.12M | Buy |
19,192
+880
| +5% | +$189K | 0.67% | 52 |
|
|
2019
Q2 | $3.8M | Sell |
18,312
-552
| -3% | -$115K | 0.62% | 55 |
|
|
2019
Q1 | $3.58M | Sell |
18,864
-304
| -2% | -$57.7K | 0.6% | 57 |
|
|
2018
Q4 | $3.4M | Buy |
19,168
+9
| +0% | +$1.6K | 0.7% | 52 |
|
|
2018
Q3 | $3.21M | Buy |
19,159
+22
| +0.1% | +$3.68K | 0.44% | 59 |
|
|
2018
Q2 | $3M | Buy |
19,137
+126
| +0.7% | +$19.7K | 0.44% | 60 |
|
|
2018
Q1 | $2.97M | Buy |
19,011
+788
| +4% | +$123K | 0.43% | 63 |
|
|
2017
Q4 | $3.14M | Sell |
18,223
-96
| -0.5% | -$16.5K | 0.41% | 61 |
|
|
2017
Q3 | $2.87M | Sell |
18,319
-37
| -0.2% | -$5.8K | 0.4% | 64 |
|
|
2017
Q2 | $2.81M | Hold |
18,356
| – | – | 0.4% | 61 |
|
|
2017
Q1 | $2.38M | Sell |
18,356
-14
| -0.1% | -$1.81K | 0.34% | 73 |
|
|
2016
Q4 | $2.24M | Buy |
18,370
+37
| +0.2% | +$4.5K | 0.33% | 73 |
|
|
2016
Q3 | $2.12M | Buy |
18,333
+201
| +1% | +$23.2K | 0.31% | 74 |
|
|
2016
Q2 | $2.18M | Buy |
18,132
+16,132
| +807% | +$1.94M | 0.32% | 72 |
|
|
2016
Q1 | $251K | Buy |
2,000
+283
| +16% | +$35.5K | 0.06% | 59 |
|
|
2015
Q4 | $203K | Buy |
+1,717
| New | +$203K | 0.05% | 91 |
|