Hamel 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 | $6.2M | Sell |
21,214
-715
| -3% | -$209K | 2.1% | 17 |
|
|
2025
Q1 | $6.85M | Sell |
21,929
-208
| -0.9% | -$65K | 2.33% | 15 |
|
|
2024
Q4 | $6.42M | Sell |
22,137
-44
| -0.2% | -$12.8K | 2.07% | 21 |
|
|
2024
Q3 | $6.75M | Sell |
22,181
-454
| -2% | -$138K | 2.06% | 21 |
|
|
2024
Q2 | $5.77M | Buy |
22,635
+664
| +3% | +$169K | 1.82% | 25 |
|
|
2024
Q1 | $6.19M | Sell |
21,971
-60
| -0.3% | -$16.9K | 1.99% | 22 |
|
|
2023
Q4 | $6.53M | Buy |
22,031
+3,000
| +16% | +$890K | 2.3% | 19 |
|
|
2023
Q3 | $5.01M | Sell |
19,031
-35
| -0.2% | -$9.22K | 1.83% | 21 |
|
|
2023
Q2 | $5.69M | Sell |
19,066
-430
| -2% | -$128K | 1.99% | 21 |
|
|
2023
Q1 | $5.45M | Hold |
19,496
| – | – | 1.89% | 20 |
|
|
2022
Q4 | $5.14M | Sell |
19,496
-165
| -0.8% | -$43.5K | 1.79% | 23 |
|
|
2022
Q3 | $4.54M | Sell |
19,661
-270
| -1% | -$62.3K | 1.8% | 20 |
|
|
2022
Q2 | $4.92M | Buy |
19,931
+2
| +0% | +$494 | 1.94% | 19 |
|
|
2022
Q1 | $4.93M | Sell |
19,929
-324
| -2% | -$80.1K | 1.75% | 20 |
|
|
2021
Q4 | $5.43M | Sell |
20,253
-105
| -0.5% | -$28.1K | 1.95% | 19 |
|
|
2021
Q3 | $4.91M | Sell |
20,358
-23
| -0.1% | -$5.55K | 1.92% | 20 |
|
|
2021
Q2 | $4.71M | Sell |
20,381
-45
| -0.2% | -$10.4K | 1.8% | 22 |
|
|
2021
Q1 | $4.58M | Sell |
20,426
-65
| -0.3% | -$14.6K | 1.77% | 24 |
|
|
2020
Q4 | $4.4M | Sell |
20,491
-140
| -0.7% | -$30K | 1.8% | 22 |
|
|
2020
Q3 | $4.53M | Sell |
20,631
-25
| -0.1% | -$5.49K | 2.01% | 20 |
|
|
2020
Q2 | $3.81M | Buy |
20,656
+650
| +3% | +$120K | 1.83% | 23 |
|
|
2020
Q1 | $3.31M | Buy |
20,006
+6,900
| +53% | +$1.14M | 1.75% | 25 |
|
|
2019
Q4 | $2.59M | Buy |
13,106
+2,145
| +20% | +$424K | 1.07% | 37 |
|
|
2019
Q3 | $2.35M | Sell |
10,961
-75
| -0.7% | -$16.1K | 1.01% | 37 |
|
|
2019
Q2 | $2.29M | Sell |
11,036
-80
| -0.7% | -$16.6K | 1.01% | 35 |
|
|
2019
Q1 | $2.11M | Buy |
11,116
+140
| +1% | +$26.6K | 0.95% | 37 |
|
|
2018
Q4 | $1.95M | Sell |
10,976
-90
| -0.8% | -$16K | 0.97% | 35 |
|
|
2018
Q3 | $1.85M | Sell |
11,066
-125
| -1% | -$20.9K | 0.8% | 44 |
|
|
2018
Q2 | $1.75M | Buy |
11,191
+185
| +2% | +$29K | 0.81% | 41 |
|
|
2018
Q1 | $1.72K | Sell |
11,006
-758
| -6% | -$119 | 0.12% | 40 |
|
|
2017
Q4 | $2.03M | Sell |
11,764
-150
| -1% | -$25.8K | 0.96% | 37 |
|
|
2017
Q3 | $1.87M | Sell |
11,914
-3,723
| -24% | -$583K | 0.91% | 37 |
|
|
2017
Q2 | $2.4M | Sell |
15,637
-18,229
| -54% | -$2.79M | 1.2% | 30 |
|
|
2017
Q1 | $4.39M | Sell |
33,866
-975
| -3% | -$126K | 2.23% | 18 |
|
|
2016
Q4 | $4.24M | Sell |
34,841
-40
| -0.1% | -$4.87K | 2.18% | 17 |
|
|
2016
Q3 | $4.02M | Hold |
34,881
| – | – | 2.13% | 20 |
|
|
2016
Q2 | $4.2M | Sell |
34,881
-200
| -0.6% | -$24.1K | 2.17% | 16 |
|
|
2016
Q1 | $4.41M | Hold |
35,081
| – | – | 2.34% | 14 |
|
|
2015
Q4 | $4.15M | Buy |
35,081
+1,591
| +5% | +$188K | 2.64% | 11 |
|
|
2015
Q3 | $3.3M | Sell |
33,490
-800
| -2% | -$78.8K | 2.35% | 15 |
|
|
2015
Q2 | $3.26M | Hold |
34,290
| – | – | 2.14% | 14 |
|
|
2015
Q1 | $3.34M | Sell |
34,290
-525
| -2% | -$51.2K | 2.21% | 11 |
|
|
2014
Q4 | $3.26M | Sell |
34,815
-425
| -1% | -$39.8K | 2.12% | 13 |
|
|
2014
Q3 | $3.34M | Sell |
35,240
-1,240
| -3% | -$118K | 2.23% | 12 |
|
|
2014
Q2 | $3.68M | Sell |
36,480
-275
| -0.7% | -$27.7K | 2.43% | 10 |
|
|
2014
Q1 | $3.6M | Buy |
36,755
+1,425
| +4% | +$140K | 2.5% | 9 |
|
|
2013
Q4 | $3.43M | Buy |
+35,330
| New | +$3.43M | 2.4% | 8 |
|