HCC
Hirtle Callaghan & Co’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-855
| Closed | -$248K | – | 117 |
|
|
2024
Q4 | $248K | Buy |
+855
| New | +$248K | 0.01% | 107 |
|
|
2024
Q2 | – | Sell |
-1,314
| Closed | -$370K | – | 100 |
|
|
2024
Q1 | $370K | Sell |
1,314
-306
| -19% | -$86.3K | 0.02% | 86 |
|
|
2023
Q4 | $480K | Buy |
1,620
+170
| +12% | +$50.4K | 0.02% | 71 |
|
|
2023
Q3 | $382K | Sell |
1,450
-550
| -28% | -$145K | 0.02% | 68 |
|
|
2023
Q2 | $597K | Sell |
2,000
-199
| -9% | -$59.4K | 0.03% | 59 |
|
|
2023
Q1 | $615K | Sell |
2,199
-14,507
| -87% | -$4.06M | 0.03% | 60 |
|
|
2022
Q4 | $4.4M | Buy |
16,706
+596
| +4% | +$157K | 0.27% | 34 |
|
|
2022
Q3 | $3.72M | Buy |
+16,110
| New | +$3.72M | 0.27% | 35 |
|
|
2019
Q1 | – | Sell |
-3,200
| Closed | -$568K | – | 107 |
|
|
2018
Q4 | $568K | Hold |
3,200
| – | – | 0.05% | 54 |
|
|
2018
Q3 | $535K | Hold |
3,200
| – | – | 0.05% | 58 |
|
|
2018
Q2 | $501K | Hold |
3,200
| – | – | 0.05% | 60 |
|
|
2018
Q1 | $500K | Hold |
3,200
| – | – | 0.05% | 60 |
|
|
2017
Q4 | $551K | Sell |
3,200
-112
| -3% | -$19.3K | 0.05% | 57 |
|
|
2017
Q3 | $519K | Buy |
3,312
+3,200
| +2,857% | +$501K | 0.05% | 57 |
|
|
2017
Q2 | $18K | Sell |
112
-26
| -19% | -$4.18K | ﹤0.01% | 139 |
|
|
2017
Q1 | $18K | Hold |
138
| – | – | ﹤0.01% | 146 |
|
|
2016
Q4 | $16K | Sell |
138
-5,301
| -97% | -$615K | ﹤0.01% | 123 |
|
|
2016
Q3 | $627K | Buy |
5,439
+2,000
| +58% | +$231K | 0.13% | 44 |
|
|
2016
Q2 | $414K | Sell |
3,439
-585
| -15% | -$70.4K | 0.08% | 57 |
|
|
2016
Q1 | $506K | Buy |
4,024
+3,118
| +344% | +$392K | 0.09% | 49 |
|
|
2015
Q4 | $107K | Hold |
906
| – | – | 0.02% | 87 |
|
|
2015
Q3 | $89K | Hold |
906
| – | – | 0.02% | 131 |
|
|
2015
Q2 | $86K | Buy |
+906
| New | +$86K | 0.03% | 142 |
|
|
2015
Q1 | – | Sell |
-10,473
| Closed | -$981K | – | 227 |
|
|
2014
Q4 | $981K | Buy |
+10,473
| New | +$981K | 0.23% | 67 |
|
|
2014
Q3 | – | Sell |
-14,573
| Closed | -$1.47M | – | 602 |
|
|
2014
Q2 | $1.47M | Hold |
14,573
| – | – | 0.2% | 67 |
|
|
2014
Q1 | $1.43M | Sell |
14,573
-300
| -2% | -$29.4K | 0.24% | 56 |
|
|
2013
Q4 | $1.44M | Hold |
14,873
| – | – | 0.19% | 60 |
|
|
2013
Q3 | $1.43M | Buy |
+14,873
| New | +$1.43M | 0.23% | 60 |
|