HCM
Hilton Capital Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
37,516
-266
| -0.7% | -$77.7K | 0.87% | 29 |
|
|
2025
Q1 | $11.8M | Buy |
37,782
+423
| +1% | +$132K | 1% | 20 |
|
|
2024
Q4 | $10.8M | Sell |
37,359
-5,294
| -12% | -$1.53M | 0.94% | 33 |
|
|
2024
Q3 | $13M | Buy |
42,653
+927
| +2% | +$282K | 1.01% | 27 |
|
|
2024
Q2 | $10.6M | Buy |
41,726
+1,683
| +4% | +$429K | 0.9% | 32 |
|
|
2024
Q1 | $11.3M | Buy |
40,043
+211
| +0.5% | +$59.5K | 1.01% | 28 |
|
|
2023
Q4 | $11.8M | Sell |
39,832
-25
| -0.1% | -$7.41K | 1.27% | 17 |
|
|
2023
Q3 | $10.5M | Sell |
39,857
-2,206
| -5% | -$581K | 1.4% | 18 |
|
|
2023
Q2 | $12.6M | Sell |
42,063
-770
| -2% | -$230K | 1.51% | 19 |
|
|
2023
Q1 | $11.3M | Sell |
42,833
-1,277
| -3% | -$337K | 1.48% | 20 |
|
|
2022
Q4 | $10.2M | Hold |
44,110
| – | – | 1.34% | 21 |
|
|
2022
Q3 | $10.2M | Sell |
44,110
-678
| -2% | -$156K | 1.34% | 21 |
|
|
2022
Q2 | $11.1M | Sell |
44,788
-1,197
| -3% | -$296K | 1.36% | 25 |
|
|
2022
Q1 | $11.4M | Buy |
45,985
+212
| +0.5% | +$52.4K | 1.22% | 35 |
|
|
2021
Q4 | $12.3M | Buy |
+45,773
| New | +$12.3M | 1.13% | 33 |
|
|
2019
Q4 | – | Sell |
-442
| Closed | -$95K | – | 225 |
|
|
2019
Q3 | $95K | Sell |
442
-1,122
| -72% | -$241K | 0.01% | 166 |
|
|
2019
Q2 | $325K | Hold |
1,564
| – | – | 0.04% | 84 |
|
|
2019
Q1 | $297K | Buy |
1,564
+14
| +0.9% | +$2.66K | 0.04% | 98 |
|
|
2018
Q4 | $275K | Buy |
1,550
+47
| +3% | +$8.34K | 0.05% | 101 |
|
|
2018
Q3 | $251K | Hold |
1,503
| – | – | 0.04% | 109 |
|
|
2018
Q2 | $236K | Sell |
1,503
-45
| -3% | -$7.07K | 0.04% | 113 |
|
|
2018
Q1 | $242K | Sell |
1,548
-81,995
| -98% | -$12.8M | 0.04% | 123 |
|
|
2017
Q4 | $14.4M | Buy |
83,543
+10,757
| +15% | +$1.85M | 2.17% | 24 |
|
|
2017
Q3 | $11.4M | Buy |
+72,786
| New | +$11.4M | 1.99% | 24 |
|
|
2016
Q3 | – | Sell |
-76,703
| Closed | -$9.23M | – | 132 |
|
|
2016
Q2 | $9.23M | Sell |
76,703
-25,241
| -25% | -$3.04M | 2.92% | 16 |
|
|
2016
Q1 | $12.8M | Sell |
101,944
-4,762
| -4% | -$598K | 4.2% | 7 |
|
|
2015
Q4 | $12.6M | Sell |
106,706
-655
| -0.6% | -$77.4K | 4.06% | 6 |
|
|
2015
Q3 | $10.6M | Sell |
107,361
-6,705
| -6% | -$661K | 3.63% | 7 |
|
|
2015
Q2 | $10.8M | Sell |
114,066
-3,443
| -3% | -$327K | 3.06% | 10 |
|
|
2015
Q1 | $11.5M | Buy |
117,509
+5,769
| +5% | +$564K | 4.07% | 6 |
|
|
2014
Q4 | $10.5M | Buy |
+111,740
| New | +$10.5M | 3.4% | 6 |
|