Horizon Investments’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 | $11M | Buy |
37,505
+22,209
| +145% | +$6.49M | 0.17% | 95 |
|
|
2025
Q1 | $4.78M | Buy |
15,296
+504
| +3% | +$157K | 0.14% | 90 |
|
|
2024
Q4 | $4.29M | Buy |
14,792
+369
| +3% | +$107K | 0.12% | 98 |
|
|
2024
Q3 | $4.39M | Buy |
14,423
+403
| +3% | +$123K | 0.12% | 87 |
|
|
2024
Q2 | $3.57M | Sell |
14,020
-64
| -0.5% | -$16.3K | 0.1% | 98 |
|
|
2024
Q1 | $3.97M | Buy |
14,084
+1,200
| +9% | +$338K | 0.1% | 102 |
|
|
2023
Q4 | $3.82M | Buy |
12,884
+3,227
| +33% | +$957K | 0.11% | 90 |
|
|
2023
Q3 | $2.54M | Buy |
9,657
+65
| +0.7% | +$17.1K | 0.08% | 99 |
|
|
2023
Q2 | $2.86M | Buy |
9,592
+920
| +11% | +$275K | 0.08% | 98 |
|
|
2023
Q1 | $2.42M | Sell |
8,672
-10,309
| -54% | -$2.88M | 0.07% | 103 |
|
|
2022
Q4 | $5M | Buy |
18,981
+2,872
| +18% | +$757K | 0.14% | 72 |
|
|
2022
Q3 | $3.72M | Buy |
16,109
+3,571
| +28% | +$824K | 0.11% | 74 |
|
|
2022
Q2 | $3.1M | Sell |
12,538
-1,276
| -9% | -$315K | 0.1% | 78 |
|
|
2022
Q1 | $3.42M | Buy |
13,814
+4,549
| +49% | +$1.12M | 0.1% | 99 |
|
|
2021
Q4 | $2.48M | Buy |
9,265
+898
| +11% | +$241K | 0.07% | 122 |
|
|
2021
Q3 | $2.02M | Sell |
8,367
-108
| -1% | -$26K | 0.05% | 143 |
|
|
2021
Q2 | $1.96M | Buy |
8,475
+4,026
| +90% | +$930K | 0.06% | 150 |
|
|
2021
Q1 | $997K | Buy |
+4,449
| New | +$997K | 0.04% | 210 |
|
|
2020
Q4 | – | Sell |
-11,387
| Closed | -$2.5M | – | 272 |
|
|
2020
Q3 | $2.5M | Sell |
11,387
-11,789
| -51% | -$2.59M | 0.09% | 108 |
|
|
2020
Q2 | $4.28M | Buy |
23,176
+14,470
| +166% | +$2.67M | 0.11% | 98 |
|
|
2020
Q1 | $1.44M | Buy |
8,706
+2,359
| +37% | +$390K | 0.07% | 101 |
|
|
2019
Q4 | $1.25M | Buy |
6,347
+1,438
| +29% | +$284K | 0.06% | 145 |
|
|
2019
Q3 | $1.05M | Sell |
4,909
-1,962
| -29% | -$421K | 0.04% | 112 |
|
|
2019
Q2 | $1.43M | Sell |
6,871
-11,935
| -63% | -$2.48M | 0.04% | 93 |
|
|
2019
Q1 | $3.57M | Buy |
18,806
+3,302
| +21% | +$627K | 0.13% | 56 |
|
|
2018
Q4 | $2.75M | Buy |
15,504
+2,705
| +21% | +$480K | 0.14% | 45 |
|
|
2018
Q3 | $2.14M | Buy |
12,799
+1,871
| +17% | +$313K | 0.07% | 72 |
|
|
2018
Q2 | $1.71M | Buy |
10,928
+1,499
| +16% | +$235K | 0.07% | 83 |
|
|
2018
Q1 | $1.48M | Buy |
+9,429
| New | +$1.48M | 0.06% | 86 |
|
|
2017
Q4 | – | Sell |
-6,773
| Closed | -$985K | – | 202 |
|
|
2017
Q3 | $985K | Sell |
6,773
-1,606
| -19% | -$234K | 0.06% | 81 |
|
|
2017
Q2 | $1.22M | Sell |
8,379
-9,180
| -52% | -$1.33M | 0.07% | 57 |
|
|
2017
Q1 | $2.28M | Buy |
17,559
+12,366
| +238% | +$1.6M | 0.15% | 40 |
|
|
2016
Q4 | $632K | Buy |
+5,193
| New | +$632K | 0.04% | 92 |
|