KCPG
Kavar Capital Partners Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Sell |
10,432
-136
| -1% | -$39.7K | 0.44% | 59 |
|
|
2025
Q1 | $3.3M | Sell |
10,568
-56
| -0.5% | -$17.5K | 0.55% | 50 |
|
|
2024
Q4 | $3.08M | Sell |
10,624
-125
| -1% | -$36.2K | 0.52% | 54 |
|
|
2024
Q3 | $3.27M | Sell |
10,749
-28
| -0.3% | -$8.53K | 0.52% | 57 |
|
|
2024
Q2 | $2.75M | Sell |
10,777
-77
| -0.7% | -$19.6K | 0.5% | 57 |
|
|
2024
Q1 | $3.06M | Sell |
10,854
-8,596
| -44% | -$2.42M | 0.56% | 52 |
|
|
2023
Q4 | $5.77M | Buy |
19,450
+9,703
| +100% | +$2.88M | 0.64% | 46 |
|
|
2023
Q3 | $2.57M | Buy |
9,747
+50
| +0.5% | +$13.2K | 0.56% | 54 |
|
|
2023
Q2 | $2.89M | Buy |
9,697
+10
| +0.1% | +$2.98K | 0.62% | 53 |
|
|
2023
Q1 | $2.71M | Sell |
9,687
-1,014
| -9% | -$284K | 0.58% | 54 |
|
|
2022
Q4 | $2.82M | Buy |
10,701
+93
| +0.9% | +$24.5K | 0.65% | 49 |
|
|
2022
Q3 | $2.45M | Sell |
10,608
-150
| -1% | -$34.6K | 0.62% | 49 |
|
|
2022
Q2 | $2.66M | Sell |
10,758
-250
| -2% | -$61.7K | 0.62% | 48 |
|
|
2022
Q1 | $2.72M | Sell |
11,008
-613
| -5% | -$152K | 0.59% | 48 |
|
|
2021
Q4 | $3.12M | Sell |
11,621
-50
| -0.4% | -$13.4K | 0.65% | 50 |
|
|
2021
Q3 | $2.81M | Hold |
11,671
| – | – | 0.64% | 48 |
|
|
2021
Q2 | $2.7M | Buy |
11,671
+200
| +2% | +$46.2K | 0.65% | 47 |
|
|
2021
Q1 | $2.57M | Sell |
11,471
-400
| -3% | -$89.7K | 0.69% | 45 |
|
|
2020
Q4 | $2.55M | Sell |
11,871
-50
| -0.4% | -$10.7K | 0.73% | 43 |
|
|
2020
Q3 | $2.62M | Sell |
11,921
-112
| -0.9% | -$24.6K | 0.88% | 37 |
|
|
2020
Q2 | $2.22M | Hold |
12,033
| – | – | 0.85% | 42 |
|
|
2020
Q1 | $1.99M | Sell |
12,033
-1,440
| -11% | -$238K | 0.95% | 33 |
|
|
2019
Q4 | $2.66M | Sell |
13,473
-129
| -0.9% | -$25.5K | 0.99% | 35 |
|
|
2019
Q3 | $2.92M | Hold |
13,602
| – | – | 1.14% | 32 |
|
|
2019
Q2 | $2.83M | Buy |
13,602
+285
| +2% | +$59.2K | 1.11% | 30 |
|
|
2019
Q1 | $2.53M | Buy |
13,317
+651
| +5% | +$124K | 1.13% | 30 |
|
|
2018
Q4 | $2.25M | Sell |
12,666
-324
| -2% | -$57.5K | 1.21% | 32 |
|
|
2018
Q3 | $2.17M | Sell |
12,990
-100
| -0.8% | -$16.7K | 1.08% | 41 |
|
|
2018
Q2 | $2.05M | Sell |
13,090
-50
| -0.4% | -$7.83K | 1.03% | 40 |
|
|
2018
Q1 | $2.06M | Sell |
13,140
-215
| -2% | -$33.6K | 1.07% | 39 |
|
|
2017
Q4 | $2.3M | Buy |
13,355
+50
| +0.4% | +$8.61K | 1.22% | 38 |
|
|
2017
Q3 | $2.09M | Hold |
13,305
| – | – | 1.14% | 40 |
|
|
2017
Q2 | $2.04M | Sell |
13,305
-125
| -0.9% | -$19.1K | 1.11% | 39 |
|
|
2017
Q1 | $1.74M | Buy |
13,430
+83
| +0.6% | +$10.8K | 0.97% | 49 |
|
|
2016
Q4 | $1.63M | Sell |
13,347
-191
| -1% | -$23.3K | 1.03% | 49 |
|
|
2016
Q3 | $1.56M | Buy |
13,538
+300
| +2% | +$34.6K | 1.01% | 51 |
|
|
2016
Q2 | $1.59M | Sell |
13,238
-2,175
| -14% | -$262K | 1.03% | 51 |
|
|
2016
Q1 | $1.94M | Sell |
15,413
-151
| -1% | -$19K | 1.28% | 31 |
|
|
2015
Q4 | $1.84M | Sell |
15,564
-98
| -0.6% | -$11.6K | 1.18% | 38 |
|
|
2015
Q3 | $1.54M | Sell |
15,662
-100
| -0.6% | -$9.85K | 1.09% | 42 |
|
|
2015
Q2 | $1.5M | Buy |
15,762
+399
| +3% | +$37.9K | 1.02% | 38 |
|
|
2015
Q1 | $1.5M | Buy |
15,363
+100
| +0.7% | +$9.74K | 1.27% | 32 |
|
|
2014
Q4 | $1.43M | Hold |
15,263
| – | – | 1.12% | 29 |
|
|
2014
Q3 | $1.45M | Sell |
15,263
-3
| -0% | -$284 | 1.24% | 23 |
|
|
2014
Q2 | $1.54M | Buy |
15,266
+201
| +1% | +$20.3K | 1.3% | 15 |
|
|
2014
Q1 | $1.48M | Buy |
15,065
+328
| +2% | +$32.1K | 1.22% | 13 |
|
|
2013
Q4 | $1.43M | Buy |
+14,737
| New | +$1.43M | 1.28% | 13 |
|