Kovitz Investment Group 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 | $21.7M | Buy |
74,343
+1,204
| +2% | +$352K | 0.09% | 190 |
|
|
2025
Q1 | $22.8M | Sell |
73,139
-17,480
| -19% | -$5.46M | 0.11% | 154 |
|
|
2024
Q4 | $26.3M | Sell |
90,619
-2,714
| -3% | -$787K | 0.13% | 144 |
|
|
2024
Q3 | $22.1M | Buy |
93,333
+45,005
| +93% | +$10.6M | 0.16% | 121 |
|
|
2024
Q2 | $12.3M | Buy |
48,328
+12,535
| +35% | +$3.2M | 0.11% | 140 |
|
|
2024
Q1 | $10.1M | Buy |
35,793
+29,806
| +498% | +$8.4M | 0.13% | 115 |
|
|
2023
Q4 | $1.78M | Buy |
5,987
+249
| +4% | +$73.8K | 0.03% | 240 |
|
|
2023
Q3 | $1.51M | Sell |
5,738
-607
| -10% | -$160K | 0.03% | 246 |
|
|
2023
Q2 | $1.89M | Sell |
6,345
-11,909
| -65% | -$3.55M | 0.03% | 242 |
|
|
2023
Q1 | $5.1M | Buy |
18,254
+187
| +1% | +$52.3K | 0.09% | 148 |
|
|
2022
Q4 | $4.76M | Sell |
18,067
-6,443
| -26% | -$1.7M | 0.09% | 162 |
|
|
2022
Q3 | $5.66M | Sell |
24,510
-1,896
| -7% | -$437K | 0.13% | 116 |
|
|
2022
Q2 | $6.52M | Sell |
26,406
-935
| -3% | -$231K | 0.14% | 109 |
|
|
2022
Q1 | $6.76M | Buy |
27,341
+3,390
| +14% | +$838K | 0.13% | 120 |
|
|
2021
Q4 | $5.14M | Sell |
23,951
-4,966
| -17% | -$1.07M | 0.12% | 119 |
|
|
2021
Q3 | $6.97M | Sell |
28,917
-2,333
| -7% | -$562K | 0.14% | 106 |
|
|
2021
Q2 | $7.22M | Buy |
31,250
+7,628
| +32% | +$1.76M | 0.14% | 106 |
|
|
2021
Q1 | $5.3M | Sell |
23,622
-329
| -1% | -$73.7K | 0.12% | 127 |
|
|
2020
Q4 | $5.14M | Sell |
23,951
-410
| -2% | -$88K | 0.13% | 115 |
|
|
2020
Q3 | $5.35M | Sell |
24,361
-694
| -3% | -$152K | 0.15% | 104 |
|
|
2020
Q2 | $4.62M | Buy |
25,055
+2,882
| +13% | +$532K | 0.14% | 107 |
|
|
2020
Q1 | $3.67M | Buy |
22,173
+7,760
| +54% | +$1.28M | 0.13% | 116 |
|
|
2019
Q4 | $2.85M | Sell |
14,413
-58
| -0.4% | -$11.5K | 0.08% | 163 |
|
|
2019
Q3 | $3.11M | Sell |
14,471
-2,993
| -17% | -$643K | 0.1% | 150 |
|
|
2019
Q2 | $3.63M | Sell |
17,464
-1,788
| -9% | -$371K | 0.11% | 135 |
|
|
2019
Q1 | $3.66M | Sell |
19,252
-1,112
| -5% | -$211K | 0.12% | 133 |
|
|
2018
Q4 | $3.62M | Sell |
20,364
-2,170
| -10% | -$385K | 0.14% | 109 |
|
|
2018
Q3 | $3.77M | Buy |
22,534
+25
| +0.1% | +$4.18K | 0.17% | 45 |
|
|
2018
Q2 | $3.53M | Sell |
22,509
-905
| -4% | -$142K | 0.16% | 46 |
|
|
2018
Q1 | $3.66M | Sell |
23,414
-2,340
| -9% | -$366K | 0.18% | 46 |
|
|
2017
Q4 | $4.43K | Sell |
25,754
-700
| -3% | -$120 | 0.19% | 44 |
|
|
2017
Q3 | $4.15M | Sell |
26,454
-644
| -2% | -$101K | 0.21% | 41 |
|
|
2017
Q2 | $4.15M | Sell |
27,098
-2,019
| -7% | -$309K | 0.22% | 41 |
|
|
2017
Q1 | $3.77M | Sell |
29,117
-950
| -3% | -$123K | 0.21% | 45 |
|
|
2016
Q4 | $3.66M | Buy |
30,067
+819
| +3% | +$99.7K | 0.21% | 41 |
|
|
2016
Q3 | $3.37M | Sell |
29,248
-250
| -0.8% | -$28.8K | 0.21% | 52 |
|
|
2016
Q2 | $3.55M | Sell |
29,498
-1,464
| -5% | -$176K | 0.25% | 51 |
|
|
2016
Q1 | $3.89M | Buy |
+30,962
| New | +$3.89M | 0.23% | 48 |
|