Kercheville Advisors’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 | $1.52M | Sell |
5,198
-1,700
| -25% | -$497K | 0.52% | 41 |
|
|
2025
Q1 | $2.15M | Buy |
6,898
+1,100
| +19% | +$344K | 0.88% | 29 |
|
|
2024
Q4 | $1.68M | Sell |
5,798
-255
| -4% | -$73.9K | 0.65% | 32 |
|
|
2024
Q3 | $1.84M | Sell |
6,053
-1,130
| -16% | -$344K | 0.78% | 30 |
|
|
2024
Q2 | $1.83M | Sell |
7,183
-1,899
| -21% | -$484K | 0.79% | 29 |
|
|
2024
Q1 | $2.56M | Buy |
9,082
+575
| +7% | +$162K | 1.21% | 24 |
|
|
2023
Q4 | $2.52M | Sell |
8,507
-215
| -2% | -$63.8K | 1.42% | 24 |
|
|
2023
Q3 | $2.3M | Buy |
8,722
+1,425
| +20% | +$375K | 1.46% | 22 |
|
|
2023
Q2 | $2.18M | Buy |
7,297
+25
| +0.3% | +$7.46K | 1.32% | 25 |
|
|
2023
Q1 | $2.03M | Sell |
7,272
-500
| -6% | -$140K | 1.39% | 25 |
|
|
2022
Q4 | $2.05M | Sell |
7,772
-20
| -0.3% | -$5.27K | 1.41% | 23 |
|
|
2022
Q3 | $1.8M | Buy |
7,792
+200
| +3% | +$46.2K | 1.84% | 17 |
|
|
2022
Q2 | $1.87M | Buy |
7,592
+1
| +0% | +$247 | 1.23% | 23 |
|
|
2022
Q1 | $1.88M | Sell |
7,591
-1,520
| -17% | -$376K | 0.89% | 25 |
|
|
2021
Q4 | $2.44M | Buy |
9,111
+1,500
| +20% | +$402K | 1.07% | 24 |
|
|
2021
Q3 | $1.84M | Hold |
7,611
| – | – | 0.87% | 30 |
|
|
2021
Q2 | $1.76M | Sell |
7,611
-520
| -6% | -$120K | 0.81% | 36 |
|
|
2021
Q1 | $1.82M | Sell |
8,131
-290
| -3% | -$64.8K | 0.91% | 32 |
|
|
2020
Q4 | $1.8M | Buy |
+8,421
| New | +$1.8M | 0.98% | 29 |
|