Holt Capital Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $334K | Hold |
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|
2025
Q2 | $321K | Hold |
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|
2025
Q1 | $344K | Hold |
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|
2024
Q4 | $319K | Hold |
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|
2024
Q3 | $335K | Hold |
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|
2024
Q2 | $280K | Hold |
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|
2024
Q1 | $310K | Sell |
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|
2023
Q4 | $332K | Hold |
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|
2023
Q3 | $295K | Hold |
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|
2023
Q2 | $334K | Hold |
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|
2023
Q1 | $313K | Hold |
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|
2022
Q4 | $295K | Hold |
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|
2022
Q3 | $258K | Hold |
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|
2022
Q2 | $277K | Hold |
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|
2022
Q1 | $277K | Hold |
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|
2021
Q4 | $300K | Sell |
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|
2021
Q3 | $277K | Hold |
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|
2021
Q2 | $266K | Buy |
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|
2021
Q1 | $251K | Hold |
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|
2020
Q4 | $240K | Buy |
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|
2020
Q3 | $202K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $91K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $71K | Hold |
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|
2015
Q2 | $69K | Hold |
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|
2015
Q1 | $71K | Hold |
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|
2014
Q4 | $68K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $73K | Hold |
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|
2014
Q1 | $71K | Hold |
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|
2013
Q4 | $70K | Buy |
|