Hudson Edge Investment Partners’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,975
Closed -$2.6M 155
2024
Q4
$2.6M Sell
8,975
-228
-2% -$66.1K 0.48% 55
2024
Q3
$2.8M Sell
9,203
-150
-2% -$45.7K 0.52% 56
2024
Q2
$2.38M Sell
9,353
-100
-1% -$25.5K 0.46% 57
2024
Q1
$2.67M Sell
9,453
-495
-5% -$140K 0.52% 55
2023
Q4
$2.95M Sell
9,948
-75
-0.7% -$22.2K 0.69% 52
2023
Q3
$2.64M Hold
10,023
0.86% 49
2023
Q2
$2.99M Sell
10,023
-35
-0.3% -$10.4K 0.95% 49
2023
Q1
$2.81M Sell
10,058
-550
-5% -$154K 0.87% 48
2022
Q4
$2.8M Buy
10,608
+5
+0% +$1.32K 0.95% 49
2022
Q3
$2.45M Sell
10,603
-1,050
-9% -$242K 0.91% 51
2022
Q2
$2.88M Hold
11,653
1.05% 49
2022
Q1
$2.88M Sell
11,653
-225
-2% -$55.6K 0.91% 49
2021
Q4
$3.18M Sell
11,878
-60
-0.5% -$16.1K 0.99% 51
2021
Q3
$2.88M Sell
11,938
-10
-0.1% -$2.41K 0.94% 50
2021
Q2
$2.76M Sell
11,948
-630
-5% -$146K 0.88% 51
2021
Q1
$2.82M Sell
12,578
-35
-0.3% -$7.84K 0.93% 51
2020
Q4
$2.71M Sell
12,613
-455
-3% -$97.6K 0.96% 50
2020
Q3
$2.87M Sell
13,068
-5
-0% -$1.1K 1.15% 47
2020
Q2
$2.41M Sell
13,073
-510
-4% -$94.1K 0.78% 50
2020
Q1
$2.25M Sell
13,583
-145
-1% -$24K 0.85% 47
2019
Q4
$2.71M Buy
13,728
+77
+0.6% +$15.2K 0.71% 50
2019
Q3
$2.93M Sell
13,651
-330
-2% -$70.9K 0.82% 50
2019
Q2
$2.9M Sell
13,981
-462
-3% -$95.9K 0.84% 50
2019
Q1
$2.74M Sell
14,443
-407
-3% -$77.3K 0.83% 47
2018
Q4
$2.64M Sell
14,850
-25
-0.2% -$4.44K 0.82% 45
2018
Q3
$2.49M Sell
14,875
-45
-0.3% -$7.53K 0.44% 50
2018
Q2
$2.34M Sell
14,920
-25
-0.2% -$3.92K 0.44% 51
2018
Q1
$2.34M Buy
14,945
+3,695
+33% +$578K 0.35% 48
2017
Q4
$1.94M Sell
11,250
-100
-0.9% -$17.2K 0.27% 52
2017
Q3
$1.78M Hold
11,350
0.25% 51
2017
Q2
$1.74M Sell
11,350
-50
-0.4% -$7.66K 0.24% 51
2017
Q1
$1.48M Buy
11,400
+1,700
+18% +$220K 0.2% 51
2016
Q4
$1.18M Hold
9,700
0.16% 54
2016
Q3
$1.12M Hold
9,700
0.17% 55
2016
Q2
$1.17M Hold
9,700
0.17% 51
2016
Q1
$1.22M Sell
9,700
-50
-0.5% -$6.28K 0.12% 98
2015
Q4
$1.15M Hold
9,750
0.11% 98
2015
Q3
$961K Buy
9,750
+400
+4% +$39.4K 0.05% 101
2015
Q2
$889K Hold
9,350
0.04% 103
2015
Q1
$911K Sell
9,350
-750
-7% -$73.1K 0.04% 104
2014
Q4
$946K Hold
10,100
0.03% 101
2014
Q3
$958K Hold
10,100
0.04% 100
2014
Q2
$1.02M Hold
10,100
0.04% 97
2014
Q1
$990K Hold
10,100
0.04% 99
2013
Q4
$980K Hold
10,100
0.04% 98
2013
Q3
$972K Hold
10,100
0.04% 99
2013
Q2
$1M Buy
+10,100
New +$1M 0.04% 99