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
Q2 | $1.77M | Sell |
6,054
-49
| -0.8% | -$14.3K | 0.67% | 42 |
|
|
2025
Q1 | $1.91M | Buy |
6,103
+25
| +0.4% | +$7.81K | 0.79% | 39 |
|
|
2024
Q4 | $1.76M | Buy |
6,078
+793
| +15% | +$230K | 0.73% | 41 |
|
|
2024
Q3 | $1.61M | Sell |
5,285
-206
| -4% | -$62.7K | 0.67% | 45 |
|
|
2024
Q2 | $1.4M | Buy |
5,491
+307
| +6% | +$78.2K | 0.63% | 46 |
|
|
2024
Q1 | $1.46M | Sell |
5,184
-78
| -1% | -$22K | 0.66% | 45 |
|
|
2023
Q4 | $1.56M | Buy |
5,262
+23
| +0.4% | +$6.82K | 0.77% | 41 |
|
|
2023
Q3 | $1.38M | Buy |
5,239
+1,905
| +57% | +$502K | 0.73% | 40 |
|
|
2023
Q2 | $995K | Sell |
3,334
-390
| -10% | -$116K | 0.52% | 54 |
|
|
2023
Q1 | $1.04M | Sell |
3,724
-21
| -0.6% | -$5.87K | 0.55% | 54 |
|
|
2022
Q4 | $987K | Sell |
3,745
-4,316
| -54% | -$1.14M | 0.52% | 58 |
|
|
2022
Q3 | $1.86M | Buy |
8,061
+3,828
| +90% | +$883K | 0.55% | 52 |
|
|
2022
Q2 | $1.05M | Sell |
4,233
-8
| -0.2% | -$1.98K | 0.51% | 54 |
|
|
2022
Q1 | $1.05M | Buy |
4,241
+135
| +3% | +$33.4K | 0.44% | 58 |
|
|
2021
Q4 | $1.1M | Sell |
4,106
-74
| -2% | -$19.8K | 0.45% | 51 |
|
|
2021
Q3 | $1.01M | Buy |
4,180
+768
| +23% | +$185K | 0.46% | 48 |
|
|
2021
Q2 | $788K | Buy |
3,412
+811
| +31% | +$187K | 0.36% | 62 |
|
|
2021
Q1 | $583K | Buy |
2,601
+7
| +0.3% | +$1.57K | 0.28% | 72 |
|
|
2020
Q4 | $557K | Buy |
2,594
+8
| +0.3% | +$1.72K | 0.3% | 73 |
|
|
2020
Q3 | $568K | Buy |
2,586
+7
| +0.3% | +$1.54K | 0.34% | 70 |
|
|
2020
Q2 | $476K | Buy |
2,579
+7
| +0.3% | +$1.29K | 0.28% | 78 |
|
|
2020
Q1 | $425K | Buy |
2,572
+9
| +0.4% | +$1.49K | 0.31% | 73 |
|
|
2019
Q4 | $506K | Buy |
2,563
+7
| +0.3% | +$1.38K | 0.34% | 71 |
|
|
2019
Q3 | $549K | Buy |
2,556
+7
| +0.3% | +$1.5K | 0.4% | 67 |
|
|
2019
Q2 | $529K | Buy |
2,549
+5
| +0.2% | +$1.04K | 0.38% | 70 |
|
|
2019
Q1 | $483K | Sell |
2,544
-71
| -3% | -$13.5K | 0.35% | 72 |
|
|
2018
Q4 | $464K | Buy |
2,615
+7
| +0.3% | +$1.24K | 0.39% | 70 |
|
|
2018
Q3 | $346 | Buy |
2,608
+107
| +4% | +$14 | 0.19% | 77 |
|
|
2018
Q2 | $392K | Buy |
2,501
+7
| +0.3% | +$1.1K | 0.29% | 75 |
|
|
2018
Q1 | $390K | Buy |
2,494
+36
| +1% | +$5.63K | 0.29% | 76 |
|
|
2017
Q4 | $423K | Buy |
2,458
+991
| +68% | +$171K | 0.31% | 76 |
|
|
2017
Q3 | $230K | Buy |
1,467
+1
| +0.1% | +$157 | 0.2% | 106 |
|
|
2017
Q2 | $225K | Buy |
+1,466
| New | +$225K | 0.2% | 106 |
|
|
2016
Q4 | – | Sell |
-3,839
| Closed | -$443K | – | 146 |
|
|
2016
Q3 | $443K | Buy |
+3,839
| New | +$443K | 0.25% | 98 |
|
|
2016
Q2 | – | Sell |
-3,420
| Closed | -$404K | – | 140 |
|
|
2016
Q1 | $404K | Buy |
+3,420
| New | +$404K | 0.26% | 95 |
|