Greatmark Investment 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
$3.75M Sell
12,830
-49
-0.4% -$14.3K 0.47% 44
2025
Q1
$4.02M Sell
12,879
-333
-3% -$104K 0.55% 43
2024
Q4
$3.83M Hold
13,212
0.52% 44
2024
Q3
$4.02M Buy
13,212
+1
+0% +$304 0.55% 44
2024
Q2
$3.37M Sell
13,211
-40
-0.3% -$10.2K 0.49% 44
2024
Q1
$3.74M Sell
13,251
-15
-0.1% -$4.23K 0.53% 42
2023
Q4
$3.93M Buy
13,266
+3
+0% +$889 0.62% 38
2023
Q3
$3.49M Sell
13,263
-60
-0.5% -$15.8K 0.62% 41
2023
Q2
$3.98M Buy
13,323
+371
+3% +$111K 0.67% 38
2023
Q1
$3.62M Sell
12,952
-808
-6% -$226K 0.65% 41
2022
Q4
$3.63M Sell
13,760
-885
-6% -$233K 0.66% 39
2022
Q3
$3.38M Sell
14,645
-135
-0.9% -$31.1K 0.65% 39
2022
Q2
$3.65M Buy
14,780
+6
+0% +$1.48K 0.7% 37
2022
Q1
$3.65M Sell
14,774
-360
-2% -$89K 0.6% 38
2021
Q4
$4.06M Sell
15,134
-20
-0.1% -$5.36K 0.68% 34
2021
Q3
$3.65M Sell
15,154
-167
-1% -$40.3K 0.68% 34
2021
Q2
$3.54M Buy
15,321
+3
+0% +$693 0.64% 36
2021
Q1
$3.43M Buy
15,318
+20
+0.1% +$4.48K 0.67% 34
2020
Q4
$3.28M Sell
15,298
-365
-2% -$78.3K 0.71% 33
2020
Q3
$3.44M Sell
15,663
-490
-3% -$108K 0.86% 31
2020
Q2
$2.98M Buy
16,153
+65
+0.4% +$12K 0.79% 32
2020
Q1
$2.66M Buy
16,088
+335
+2% +$55.4K 0.85% 32
2019
Q4
$3.11M Buy
15,753
+1
+0% +$198 0.77% 35
2019
Q3
$3.38M Sell
15,752
-10
-0.1% -$2.15K 0.93% 34
2019
Q2
$3.27M Sell
15,762
-294
-2% -$61K 0.98% 34
2019
Q1
$3.05M Sell
16,056
-25
-0.2% -$4.75K 0.96% 32
2018
Q4
$2.86M Sell
16,081
-50
-0.3% -$8.88K 1.02% 31
2018
Q3
$2.7M Sell
16,131
-10
-0.1% -$1.67K 0.85% 35
2018
Q2
$2.53M Hold
16,141
0.87% 34
2018
Q1
$2.52M Hold
16,141
0.92% 33
2017
Q4
$2.78M Sell
16,141
-371
-2% -$63.9K 1.01% 31
2017
Q3
$2.59M Sell
16,512
-35
-0.2% -$5.48K 0.99% 31
2017
Q2
$2.53M Buy
16,547
+88
+0.5% +$13.5K 1.01% 32
2017
Q1
$2.13M Buy
16,459
+200
+1% +$25.9K 0.88% 33
2016
Q4
$1.98M Sell
16,259
-535
-3% -$65.1K 0.83% 36
2016
Q3
$1.94M Buy
16,794
+175
+1% +$20.2K 0.84% 37
2016
Q2
$2M Sell
16,619
-62
-0.4% -$7.46K 0.89% 36
2016
Q1
$2.1M Sell
16,681
-590
-3% -$74.1K 0.95% 33
2015
Q4
$2.04M Hold
17,271
0.89% 33
2015
Q3
$1.7M Sell
17,271
-2,075
-11% -$204K 0.79% 37
2015
Q2
$1.84M Hold
19,346
0.79% 37
2015
Q1
$1.89M Buy
19,346
+539
+3% +$52.5K 0.81% 39
2014
Q4
$1.76M Buy
18,807
+5,140
+38% +$482K 0.75% 41
2014
Q3
$1.3M Hold
13,667
0.6% 45
2014
Q2
$1.38M Hold
13,667
0.58% 47
2014
Q1
$1.34M Sell
13,667
-85
-0.6% -$8.33K 0.6% 46
2013
Q4
$1.33M Buy
13,752
+400
+3% +$38.8K 0.63% 45
2013
Q3
$1.29M Buy
13,352
+799
+6% +$76.9K 0.67% 42
2013
Q2
$1.24M Buy
+12,553
New +$1.24M 0.8% 40