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 |
|