IQ EQ Fund Management’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 | $8.75M | Buy |
29,960
+1,850
| +7% | +$541K | 0.78% | 34 |
|
|
2025
Q1 | $8.78M | Buy |
28,110
+910
| +3% | +$284K | 1.03% | 18 |
|
|
2024
Q4 | $7.89M | Buy |
27,200
+1,500
| +6% | +$435K | 0.93% | 22 |
|
|
2024
Q3 | $7.83M | Hold |
25,700
| – | – | 0.81% | 24 |
|
|
2024
Q2 | $6.55M | Hold |
25,700
| – | – | 0.75% | 32 |
|
|
2024
Q1 | $7.25M | Buy |
25,700
+2,000
| +8% | +$564K | 0.82% | 29 |
|
|
2023
Q4 | $7.03M | Buy |
+23,700
| New | +$7.03M | 0.83% | 25 |
|
|
2020
Q3 | – | Sell |
-2,338
| Closed | -$431K | – | 196 |
|
|
2020
Q2 | $431K | Sell |
2,338
-3,555
| -60% | -$655K | 0.14% | 104 |
|
|
2020
Q1 | $974K | Buy |
5,893
+3,555
| +152% | +$588K | 0.4% | 66 |
|
|
2019
Q4 | $462K | Sell |
2,338
-11,718
| -83% | -$2.32M | 0.15% | 107 |
|
|
2019
Q3 | $3.02M | Buy |
14,056
+13
| +0.1% | +$2.79K | 0.98% | 32 |
|
|
2019
Q2 | $2.92M | Buy |
+14,043
| New | +$2.92M | 0.94% | 33 |
|
|
2018
Q4 | $1.99M | Hold |
11,176
| – | – | 0.73% | 50 |
|
|
2018
Q3 | $1.94M | Buy |
11,176
+226
| +2% | +$39.3K | 0.53% | 61 |
|
|
2018
Q2 | $1.72M | Buy |
+10,950
| New | +$1.72M | 0.46% | 61 |
|
|
2017
Q1 | $1.87M | Buy |
12,725
+47
| +0.4% | +$6.89K | 0.35% | 57 |
|
|
2016
Q4 | $1.77M | Hold |
12,678
| – | – | 0.32% | 59 |
|
|
2016
Q3 | $1.58M | Sell |
12,678
-307
| -2% | -$38.1K | 0.29% | 66 |
|
|
2016
Q2 | $1.7M | Buy |
12,985
+122
| +0.9% | +$16K | 0.32% | 59 |
|
|
2016
Q1 | $1.72M | Sell |
12,863
-375
| -3% | -$50K | 0.31% | 63 |
|
|
2015
Q4 | $1.74M | Sell |
13,238
-1,415
| -10% | -$186K | 0.3% | 59 |
|
|
2015
Q3 | $1.57M | Sell |
14,653
-939
| -6% | -$100K | 0.25% | 64 |
|
|
2015
Q2 | $1.61M | Sell |
15,592
-329
| -2% | -$34K | 0.23% | 63 |
|
|
2015
Q1 | $1.75M | Sell |
15,921
-2,850
| -15% | -$313K | 0.23% | 59 |
|
|
2014
Q4 | $1.76M | Buy |
+18,771
| New | +$1.76M | 0.25% | 53 |
|