HMS Capital 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 | $1.17M | Sell |
3,996
-444
| -10% | -$130K | 0.52% | 44 |
|
|
2025
Q1 | $1.33M | Sell |
4,440
-21
| -0.5% | -$6.3K | 0.74% | 40 |
|
|
2024
Q4 | $1.29M | Sell |
4,461
-36
| -0.8% | -$10.4K | 0.63% | 43 |
|
|
2024
Q3 | $1.37M | Buy |
4,497
+373
| +9% | +$114K | 0.67% | 42 |
|
|
2024
Q2 | $1.05M | Sell |
4,124
-31
| -0.7% | -$7.9K | 0.55% | 46 |
|
|
2024
Q1 | $1.17M | Sell |
4,155
-286
| -6% | -$80.6K | 0.65% | 43 |
|
|
2023
Q4 | $1.32M | Sell |
4,441
-102
| -2% | -$30.2K | 0.81% | 36 |
|
|
2023
Q3 | $1.2M | Sell |
4,543
-107
| -2% | -$28.2K | 0.79% | 35 |
|
|
2023
Q2 | $1.39M | Sell |
4,650
-94
| -2% | -$28K | 0.84% | 30 |
|
|
2023
Q1 | $1.33M | Sell |
4,744
-133
| -3% | -$37.2K | 0.84% | 31 |
|
|
2022
Q4 | $1.29M | Sell |
4,877
-254
| -5% | -$66.9K | 0.74% | 27 |
|
|
2022
Q3 | $1.18M | Buy |
5,131
+23
| +0.5% | +$5.31K | 0.72% | 33 |
|
|
2022
Q2 | $1.26M | Buy |
5,108
+1,853
| +57% | +$457K | 0.63% | 30 |
|
|
2022
Q1 | $805K | Buy |
+3,255
| New | +$805K | 0.34% | 65 |
|
|
2021
Q2 | – | Sell |
-1,257
| Closed | -$282K | – | 134 |
|
|
2021
Q1 | $282K | Sell |
1,257
-1,079
| -46% | -$242K | 0.12% | 105 |
|
|
2020
Q4 | $501K | Sell |
2,336
-13
| -0.6% | -$2.79K | 0.23% | 77 |
|
|
2020
Q3 | $516K | Sell |
2,349
-2,836
| -55% | -$623K | 0.2% | 67 |
|
|
2020
Q2 | $956K | Buy |
5,185
+2,371
| +84% | +$437K | 0.42% | 42 |
|
|
2020
Q1 | $465K | Sell |
2,814
-2,732
| -49% | -$451K | 0.45% | 48 |
|
|
2019
Q4 | $1.1M | Buy |
5,546
+78
| +1% | +$15.4K | 0.46% | 48 |
|
|
2019
Q3 | $1.17M | Sell |
5,468
-116
| -2% | -$24.9K | 0.44% | 55 |
|
|
2019
Q2 | $1.16M | Sell |
5,584
-284
| -5% | -$59K | 0.5% | 42 |
|
|
2019
Q1 | $1.11M | Buy |
5,868
+631
| +12% | +$120K | 0.47% | 51 |
|
|
2018
Q4 | $930K | Buy |
+5,237
| New | +$930K | 0.47% | 53 |
|