Harvest Fund Management’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 | $4K | Sell |
12
-272
| -96% | -$90.7K | ﹤0.01% | 566 |
|
|
2025
Q1 | $89K | Buy |
+284
| New | +$89K | ﹤0.01% | 452 |
|
|
2024
Q4 | – | Sell |
-395
| Closed | -$120K | – | 799 |
|
|
2024
Q3 | $120K | Buy |
395
+325
| +464% | +$98.7K | 0.01% | 403 |
|
|
2024
Q2 | $18K | Hold |
70
| – | – | ﹤0.01% | 526 |
|
|
2024
Q1 | $20K | Sell |
70
-1,070
| -94% | -$306K | ﹤0.01% | 559 |
|
|
2023
Q4 | $338K | Sell |
1,140
-440
| -28% | -$130K | 0.05% | 153 |
|
|
2023
Q3 | $416K | Sell |
1,580
-272
| -15% | -$71.6K | 0.07% | 127 |
|
|
2023
Q2 | $552K | Hold |
1,852
| – | – | 0.11% | 96 |
|
|
2023
Q1 | $518K | Sell |
1,852
-410
| -18% | -$115K | 0.11% | 97 |
|
|
2022
Q4 | $596K | Buy |
2,262
+90
| +4% | +$23.7K | 0.15% | 84 |
|
|
2022
Q3 | $501K | Buy |
2,172
+912
| +72% | +$210K | 0.15% | 81 |
|
|
2022
Q2 | $311K | Buy |
1,260
+377
| +43% | +$93.1K | 0.09% | 112 |
|
|
2022
Q1 | $218K | Hold |
883
| – | – | 0.05% | 199 |
|
|
2021
Q4 | $236K | Buy |
883
+848
| +2,423% | +$227K | 0.04% | 215 |
|
|
2021
Q3 | $8K | Hold |
35
| – | – | ﹤0.01% | 707 |
|
|
2021
Q2 | $8K | Hold |
35
| – | – | ﹤0.01% | 728 |
|
|
2021
Q1 | $7K | Hold |
35
| – | – | ﹤0.01% | 766 |
|
|
2020
Q4 | $7K | Sell |
35
-476
| -93% | -$95.2K | ﹤0.01% | 566 |
|
|
2020
Q3 | $115K | Buy |
511
+248
| +94% | +$55.8K | 0.01% | 249 |
|
|
2020
Q2 | $48K | Sell |
263
-464
| -64% | -$84.7K | ﹤0.01% | 337 |
|
|
2020
Q1 | $120K | Buy |
+727
| New | +$120K | 0.01% | 178 |
|
|
2019
Q4 | – | Sell |
-1,010
| Closed | -$217K | – | 455 |
|
|
2019
Q3 | $217K | Hold |
1,010
| – | – | 0.03% | 113 |
|
|
2019
Q2 | $210K | Sell |
1,010
-420
| -29% | -$87.3K | 0.02% | 109 |
|
|
2019
Q1 | $272K | Sell |
1,430
-215
| -13% | -$40.9K | 0.05% | 90 |
|
|
2018
Q4 | $292K | Buy |
+1,645
| New | +$292K | 0.06% | 79 |
|
|
2018
Q2 | – | Sell |
-557
| Closed | -$87K | – | 320 |
|
|
2018
Q1 | $87K | Sell |
557
-500
| -47% | -$78.1K | 0.01% | 129 |
|
|
2017
Q4 | $182K | Hold |
1,057
| – | – | 0.03% | 73 |
|
|
2017
Q3 | $166K | Hold |
1,057
| – | – | 0.02% | 69 |
|
|
2017
Q2 | $162K | Buy |
+1,057
| New | +$162K | 0.02% | 74 |
|