Guggenheim Capital’s McDonald's MCD Stock Holding History

Guggenheim 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	$50.2M	Buy	171,755 +8,566	+5%	+$2.5M	0.4%	47
2025 Q1	$51M	Sell	163,189 -3,965	-2%	-$1.24M	0.47%	38
2024 Q4	$48.5M	Buy	167,154 +7,016	+4%	+$2.03M	0.39%	43
2024 Q3	$48.8M	Sell	160,138 -3,499	-2%	-$1.07M	0.34%	53
2024 Q2	$41.7M	Sell	163,637 -29,743	-15%	-$7.58M	0.3%	60
2024 Q1	$54.5M	Buy	193,380 +4,942	+3%	+$1.39M	0.38%	44
2023 Q4	$55.9M	Buy	188,438 +11,867	+7%	+$3.52M	0.42%	39
2023 Q3	$46.5M	Sell	176,571 -9,103	-5%	-$2.4M	0.4%	39
2023 Q2	$55.4M	Sell	185,674 -5,800	-3%	-$1.73M	0.43%	31
2023 Q1	$53.5M	Buy	191,474 +8,807	+5%	+$2.46M	0.45%	30
2022 Q4	$48.1M	Sell	182,667 -228	-0.1%	-$60.1K	0.42%	37
2022 Q3	$42.2M	Buy	182,895 +46	+0%	+$10.6K	0.39%	38
2022 Q2	$45.1M	Sell	182,849 -28,588	-14%	-$7.06M	0.36%	40
2022 Q1	$52.3M	Sell	211,437 -1,794	-0.8%	-$444K	0.31%	49
2021 Q4	$57.2M	Sell	213,231 -511	-0.2%	-$137K	0.3%	54
2021 Q3	$51.5M	Sell	213,742 -5,061	-2%	-$1.22M	0.31%	49
2021 Q2	$50.5M	Buy	218,803 +3,517	+2%	+$812K	0.3%	50
2021 Q1	$48.3M	Sell	215,286 -4,550	-2%	-$1.02M	0.32%	47
2020 Q4	$47.2M	Buy	219,836 +377	+0.2%	+$80.9K	0.3%	50
2020 Q3	$48.2M	Sell	219,459 -11,697	-5%	-$2.57M	0.35%	41
2020 Q2	$42.6M	Buy	231,156 +27,893	+14%	+$5.15M	0.33%	49
2020 Q1	$33.6M	Sell	203,263 -23,773	-10%	-$3.93M	0.34%	47
2019 Q4	$44.9M	Sell	227,036 -4,047	-2%	-$800K	0.34%	43
2019 Q3	$49.6M	Sell	231,083 -1,370	-0.6%	-$294K	0.4%	32
2019 Q2	$48.3M	Sell	232,453 -1,000	-0.4%	-$208K	0.39%	32
2019 Q1	$44.3M	Buy	233,453 +9,861	+4%	+$1.87M	0.36%	39
2018 Q4	$39.7M	Buy	223,592 +5,399	+2%	+$959K	0.34%	31
2018 Q3	$36.5M	Buy	218,193 +2,591	+1%	+$433K	0.24%	51
2018 Q2	$33.8M	Sell	215,602 -265,446	-55%	-$41.6M	0.23%	52
2018 Q1	$75.2M	Buy	481,048 +19,067	+4%	+$2.98M	0.18%	112
2017 Q4	$79.5M	Buy	461,981 +17,917	+4%	+$3.08M	0.19%	97
2017 Q3	$69.6M	Sell	444,064 -43,273	-9%	-$6.78M	0.16%	113
2017 Q2	$74.6M	Sell	487,337 -54,211	-10%	-$8.3M	0.2%	85
2017 Q1	$70.2M	Sell	541,548 -34,621	-6%	-$4.49M	0.19%	97
2016 Q4	$70.1M	Buy	576,169 +43,866	+8%	+$5.34M	0.2%	69
2016 Q3	$61.4M	Sell	532,303 -68,444	-11%	-$7.9M	0.19%	85
2016 Q2	$72.3M	Sell	600,747 -19,424	-3%	-$2.34M	0.23%	60
2016 Q1	$77.9M	Sell	620,171 -47,869	-7%	-$6.02M	0.25%	46
2015 Q4	$78.9M	Sell	668,040 -39,966	-6%	-$4.72M	0.23%	56
2015 Q3	$69.8M	Sell	708,006 -70,678	-9%	-$6.96M	0.21%	62
2015 Q2	$74M	Sell	778,684 -124,901	-14%	-$11.9M	0.18%	85
2015 Q1	$88M	Buy	903,585 +162,151	+22%	+$15.8M	0.21%	59
2014 Q4	$69.5M	Buy	741,434 +139,030	+23%	+$13M	0.17%	106
2014 Q3	$57.1M	Buy	602,404 +20,643	+4%	+$1.96M	0.14%	161
2014 Q2	$58.6M	Sell	581,761 -25,961	-4%	-$2.62M	0.15%	142
2014 Q1	$59.6M	Buy	607,722 +49,568	+9%	+$4.86M	0.17%	103
2013 Q4	$54.2M	Sell	558,154 -17,842	-3%	-$1.73M	0.16%	111
2013 Q3	$55.4M	Buy	575,996 +144,359	+33%	+$13.9M	0.2%	63
2013 Q2	$42.7M	Buy	+431,637	New	+$42.7M	0.18%	82