Guardian Capital’s McDonald's MCD Stock Holding History

Guardian Capital’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$28.2M	Buy	96,408 +2,009	+2%	+$587K	1%	29
2025 Q1	$29.5M	Sell	94,399 -1,017	-1%	-$318K	1.16%	24
2024 Q4	$27.7M	Buy	95,416 +245	+0.3%	+$71K	1.03%	26
2024 Q3	$29M	Buy	95,171 +767	+0.8%	+$234K	1.06%	27
2024 Q2	$24.1M	Sell	94,404 -1,526	-2%	-$389K	0.91%	34
2024 Q1	$27M	Buy	95,930 +2,040	+2%	+$575K	0.94%	32
2023 Q4	$27.8M	Sell	93,890 -3,050	-3%	-$904K	1%	30
2023 Q3	$25.5M	Sell	96,940 -8,340	-8%	-$2.2M	0.95%	31
2023 Q2	$31.4M	Sell	105,280 -25,973	-20%	-$7.75M	1.01%	29
2023 Q1	$36.7M	Sell	131,253 -4,273	-3%	-$1.19M	1.17%	23
2022 Q4	$35.7M	Sell	135,526 -1,448	-1%	-$382K	1.18%	25
2022 Q3	$31.6M	Sell	136,974 -1,493	-1%	-$344K	1.09%	28
2022 Q2	$34.2M	Sell	138,467 -26,632	-16%	-$6.57M	1.05%	26
2022 Q1	$40.8M	Buy	165,099 +3,049	+2%	+$754K	0.79%	32
2021 Q4	$43.4M	Sell	162,050 -708	-0.4%	-$190K	0.84%	32
2021 Q3	$39.2M	Sell	162,758 -7,199	-4%	-$1.74M	0.81%	33
2021 Q2	$39.3M	Buy	169,957 +2,752	+2%	+$636K	0.77%	34
2021 Q1	$37.5M	Sell	167,205 -18,746	-10%	-$4.2M	0.63%	37
2020 Q4	$39.9M	Sell	185,951 -497	-0.3%	-$107K	0.93%	29
2020 Q3	$40.9M	Sell	186,448 -1,344	-0.7%	-$295K	1.08%	30
2020 Q2	$34.6M	Buy	187,792 +39,010	+26%	+$7.2M	0.9%	35
2020 Q1	$24.6M	Sell	148,782 -3,394	-2%	-$561K	0.73%	35
2019 Q4	$30.1M	Sell	152,176 -28,579	-16%	-$5.65M	0.63%	35
2019 Q3	$38.8M	Buy	180,755 +13,243	+8%	+$2.84M	0.78%	32
2019 Q2	$34.8M	Sell	167,512 -571	-0.3%	-$119K	0.68%	36
2019 Q1	$31.9M	Buy	168,083 +24,423	+17%	+$4.64M	0.59%	36
2018 Q4	$25.5M	Sell	143,660 -9,560	-6%	-$1.7M	0.53%	41
2018 Q3	$25.6M	Sell	153,220 -1,404	-0.9%	-$235K	0.43%	44
2018 Q2	$24.2M	Sell	154,624 -6,445	-4%	-$1.01M	0.41%	43
2018 Q1	$25.2M	Sell	161,069 -37,681	-19%	-$5.89M	0.43%	44
2017 Q4	$34.2M	Sell	198,750 -351	-0.2%	-$60.4K	0.5%	41
2017 Q3	$31.2M	Sell	199,101 -2,500	-1%	-$392K	0.46%	40
2017 Q2	$30.9M	Sell	201,601 -3,568	-2%	-$546K	0.48%	42
2017 Q1	$26.6M	Sell	205,169 -7,148	-3%	-$926K	0.4%	43
2016 Q4	$25.8M	Sell	212,317 -1,693	-0.8%	-$206K	0.38%	46
2016 Q3	$24.7M	Sell	214,010 -2,286	-1%	-$264K	0.39%	45
2016 Q2	$26M	Buy	216,296 +31,720	+17%	+$3.82M	0.43%	43
2016 Q1	$23.2M	Buy	184,576 +23,933	+15%	+$3.01M	0.39%	48
2015 Q4	$19M	Buy	160,643 +20,025	+14%	+$2.37M	0.36%	54
2015 Q3	$13.9M	Sell	140,618 -25,380	-15%	-$2.5M	0.26%	57
2015 Q2	$15.8M	Buy	165,998 +2,448	+1%	+$233K	0.27%	53
2015 Q1	$15.9M	Buy	163,550 +29,710	+22%	+$2.89M	0.27%	48
2014 Q4	$12.5M	Sell	133,840 -2,785	-2%	-$261K	0.2%	55
2014 Q3	$13M	Sell	136,625 -2,487	-2%	-$236K	0.19%	53
2014 Q2	$14M	Sell	139,112 -8,278	-6%	-$834K	0.2%	50
2014 Q1	$14.4M	Buy	147,390 +1,067	+0.7%	+$105K	0.22%	49
2013 Q4	$14.2M	Sell	146,323 -5,887	-4%	-$571K	0.22%	53
2013 Q3	$14.6M	Sell	152,210 -36,163	-19%	-$3.48M	0.24%	53
2013 Q2	$18.6M	Buy	+188,373	New	+$18.6M	0.33%	46