Greenwood Capital Associates’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 | $4.65M | Sell |
15,901
-187
| -1% | -$54.6K | 0.58% | 59 |
|
|
2025
Q1 | $5.03M | Buy |
16,088
+1,499
| +10% | +$468K | 0.68% | 52 |
|
|
2024
Q4 | $4.23M | Buy |
+14,589
| New | +$4.23M | 0.55% | 61 |
|
|
2020
Q4 | – | Sell |
-916
| Closed | -$201K | – | 208 |
|
|
2020
Q3 | $201K | Sell |
916
-245
| -21% | -$53.8K | 0.04% | 180 |
|
|
2020
Q2 | $214K | Buy |
+1,161
| New | +$214K | 0.05% | 171 |
|
|
2020
Q1 | – | Sell |
-1,131
| Closed | -$223K | – | 186 |
|
|
2019
Q4 | $223K | Sell |
1,131
-111
| -9% | -$21.9K | 0.05% | 177 |
|
|
2019
Q3 | $267K | Sell |
1,242
-84
| -6% | -$18.1K | 0.06% | 143 |
|
|
2019
Q2 | $275K | Buy |
1,326
+84
| +7% | +$17.4K | 0.07% | 147 |
|
|
2019
Q1 | $236K | Hold |
1,242
| – | – | 0.06% | 154 |
|
|
2018
Q4 | $221K | Sell |
1,242
-43
| -3% | -$7.65K | 0.06% | 154 |
|
|
2018
Q3 | $215K | Sell |
1,285
-20
| -2% | -$3.35K | 0.05% | 178 |
|
|
2018
Q2 | $204K | Sell |
1,305
-100
| -7% | -$15.6K | 0.05% | 187 |
|
|
2018
Q1 | $220K | Sell |
1,405
-17,322
| -92% | -$2.71M | 0.05% | 176 |
|
|
2017
Q4 | $3.22M | Sell |
18,727
-364
| -2% | -$62.6K | 0.75% | 56 |
|
|
2017
Q3 | $2.99M | Sell |
19,091
-905
| -5% | -$142K | 0.74% | 57 |
|
|
2017
Q2 | $3.06M | Sell |
19,996
-557
| -3% | -$85.3K | 0.8% | 54 |
|
|
2017
Q1 | $2.66M | Sell |
20,553
-418
| -2% | -$54.2K | 0.7% | 63 |
|
|
2016
Q4 | $2.55M | Sell |
20,971
-268
| -1% | -$32.6K | 0.72% | 60 |
|
|
2016
Q3 | $2.45M | Buy |
21,239
+63
| +0.3% | +$7.27K | 0.74% | 63 |
|
|
2016
Q2 | $2.55M | Sell |
21,176
-266
| -1% | -$32K | 0.78% | 57 |
|
|
2016
Q1 | $2.7M | Sell |
21,442
-1,116
| -5% | -$140K | 0.85% | 50 |
|
|
2015
Q4 | $2.67M | Buy |
+22,558
| New | +$2.67M | 0.86% | 48 |
|