IEQ Capital’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 | $5.64M | Sell |
19,301
-8,293
| -30% | -$2.42M | 0.03% | 392 |
|
|
2025
Q1 | $8.62M | Sell |
27,594
-8,554
| -24% | -$2.67M | 0.07% | 214 |
|
|
2024
Q4 | $10.5M | Sell |
36,148
-1,940
| -5% | -$562K | 0.1% | 127 |
|
|
2024
Q3 | $11.6M | Buy |
38,088
+1,333
| +4% | +$406K | 0.14% | 104 |
|
|
2024
Q2 | $9.37M | Sell |
36,755
-8,362
| -19% | -$2.13M | 0.13% | 105 |
|
|
2024
Q1 | $12.7M | Buy |
45,117
+3,460
| +8% | +$976K | 0.18% | 82 |
|
|
2023
Q4 | $12.4M | Buy |
41,657
+320
| +0.8% | +$94.9K | 0.21% | 74 |
|
|
2023
Q3 | $10.9M | Buy |
41,337
+411
| +1% | +$108K | 0.22% | 72 |
|
|
2023
Q2 | $12.2M | Buy |
40,926
+2,173
| +6% | +$648K | 0.25% | 69 |
|
|
2023
Q1 | $10.8M | Sell |
38,753
-2,379
| -6% | -$665K | 0.25% | 69 |
|
|
2022
Q4 | $10.8M | Buy |
41,132
+428
| +1% | +$113K | 0.3% | 65 |
|
|
2022
Q3 | $9.39M | Buy |
40,704
+6,693
| +20% | +$1.54M | 0.26% | 66 |
|
|
2022
Q2 | $8.4M | Buy |
34,011
+8,214
| +32% | +$2.03M | 0.25% | 68 |
|
|
2022
Q1 | $6.38M | Buy |
25,797
+1,243
| +5% | +$307K | 0.15% | 89 |
|
|
2021
Q4 | $6.58M | Buy |
24,554
+912
| +4% | +$244K | 0.15% | 83 |
|
|
2021
Q3 | $5.7M | Buy |
23,642
+5,346
| +29% | +$1.29M | 0.15% | 86 |
|
|
2021
Q2 | $4.23M | Sell |
18,296
-5,257
| -22% | -$1.21M | 0.12% | 103 |
|
|
2021
Q1 | $5.28M | Buy |
23,553
+5,464
| +30% | +$1.22M | 0.22% | 71 |
|
|
2020
Q4 | $3.88M | Sell |
18,089
-3,784
| -17% | -$812K | 0.17% | 93 |
|
|
2020
Q3 | $4.8M | Sell |
21,873
-149
| -0.7% | -$32.7K | 0.26% | 64 |
|
|
2020
Q2 | $4.06M | Sell |
22,022
-2,986
| -12% | -$551K | 0.26% | 63 |
|
|
2020
Q1 | $4.14M | Buy |
25,008
+17,158
| +219% | +$2.84M | 0.33% | 47 |
|
|
2019
Q4 | $1.55M | Buy |
+7,850
| New | +$1.55M | 0.14% | 111 |
|