Great Diamond Partners’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 | $575K | Buy |
1,969
+174
| +10% | +$50.8K | 0.12% | 141 |
|
|
2025
Q1 | $561K | Sell |
1,795
-125
| -7% | -$39K | 0.15% | 107 |
|
|
2024
Q4 | $556K | Buy |
1,920
+40
| +2% | +$11.6K | 0.14% | 112 |
|
|
2024
Q3 | $572K | Sell |
1,880
-7,199
| -79% | -$2.19M | 0.15% | 111 |
|
|
2024
Q2 | $2.31M | Sell |
9,079
-646
| -7% | -$165K | 0.54% | 54 |
|
|
2024
Q1 | $2.74M | Sell |
9,725
-29
| -0.3% | -$8.18K | 0.63% | 45 |
|
|
2023
Q4 | $2.89M | Sell |
9,754
-17
| -0.2% | -$5.04K | 0.71% | 39 |
|
|
2023
Q3 | $2.57M | Sell |
9,771
-230
| -2% | -$60.6K | 0.7% | 38 |
|
|
2023
Q2 | $2.98M | Sell |
10,001
-72
| -0.7% | -$21.5K | 0.79% | 31 |
|
|
2023
Q1 | $2.82M | Sell |
10,073
-1,095
| -10% | -$306K | 0.82% | 34 |
|
|
2022
Q4 | $2.94M | Sell |
11,168
-148
| -1% | -$39K | 0.91% | 38 |
|
|
2022
Q3 | $2.61M | Sell |
11,316
-56
| -0.5% | -$12.9K | 0.89% | 36 |
|
|
2022
Q2 | $2.81M | Buy |
11,372
+86
| +0.8% | +$21.2K | 0.93% | 33 |
|
|
2022
Q1 | $2.79M | Buy |
11,286
+94
| +0.8% | +$23.2K | 0.78% | 37 |
|
|
2021
Q4 | $3M | Sell |
11,192
-2,341
| -17% | -$628K | 0.77% | 41 |
|
|
2021
Q3 | $3.26M | Buy |
13,533
+998
| +8% | +$241K | 0.89% | 32 |
|
|
2021
Q2 | $2.9M | Buy |
12,535
+222
| +2% | +$51.3K | 0.82% | 36 |
|
|
2021
Q1 | $2.76M | Sell |
12,313
-9
| -0.1% | -$2.02K | 0.85% | 35 |
|
|
2020
Q4 | $2.64M | Buy |
12,322
+653
| +6% | +$140K | 0.84% | 33 |
|
|
2020
Q3 | $2.56M | Buy |
11,669
+296
| +3% | +$65K | 0.94% | 29 |
|
|
2020
Q2 | $2.1M | Sell |
11,373
-98
| -0.9% | -$18.1K | 0.87% | 35 |
|
|
2020
Q1 | $1.9M | Buy |
11,471
+44
| +0.4% | +$7.27K | 0.98% | 30 |
|
|
2019
Q4 | $2.26M | Buy |
+11,427
| New | +$2.26M | 0.86% | 29 |
|