Liberty One Investment 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 | $30.2M | Sell |
103,418
-2,427
| -2% | -$709K | 3.06% | 8 |
|
2025
Q1 | $33.1M | Buy |
105,845
+1,530
| +1% | +$478K | 3.35% | 6 |
|
2024
Q4 | $30.2M | Buy |
104,315
+973
| +0.9% | +$282K | 3.28% | 6 |
|
2024
Q3 | $31.5M | Buy |
103,342
+1,819
| +2% | +$554K | 3.22% | 9 |
|
2024
Q2 | $25.9M | Buy |
101,523
+8,858
| +10% | +$2.26M | 2.92% | 16 |
|
2024
Q1 | $26.1M | Buy |
92,665
+824
| +0.9% | +$232K | 2.96% | 12 |
|
2023
Q4 | $27.2M | Buy |
91,841
+2,216
| +2% | +$657K | 3.36% | 4 |
|
2023
Q3 | $23.6M | Sell |
89,625
-13,661
| -13% | -$3.6M | 3.42% | 4 |
|
2023
Q2 | $30.8M | Buy |
103,286
+358
| +0.3% | +$107K | 4% | 2 |
|
2023
Q1 | $28.8M | Buy |
102,928
+2,560
| +3% | +$716K | 3.92% | 1 |
|
2022
Q4 | $26.5M | Buy |
100,368
+2,248
| +2% | +$592K | 3.8% | 3 |
|
2022
Q3 | $22.6M | Buy |
98,120
+5,178
| +6% | +$1.19M | 3.72% | 4 |
|
2022
Q2 | $21.5M | Sell |
92,942
-3,667
| -4% | -$847K | 3.65% | 3 |
|
2022
Q1 | $23.9M | Buy |
96,609
+1,913
| +2% | +$473K | 3.63% | 5 |
|
2021
Q4 | $25.4M | Buy |
94,696
+1,599
| +2% | +$429K | 3.82% | 2 |
|
2021
Q3 | $22.4M | Buy |
93,097
+155
| +0.2% | +$37.4K | 3.83% | 1 |
|
2021
Q2 | $21.5M | Buy |
92,942
+693
| +0.8% | +$160K | 3.63% | 3 |
|
2021
Q1 | $20.7M | Sell |
92,249
-1,286
| -1% | -$288K | 3.68% | 3 |
|
2020
Q4 | $20.1M | Buy |
93,535
+904
| +1% | +$194K | 3.77% | 2 |
|
2020
Q3 | $20.3M | Buy |
92,631
+3,003
| +3% | +$659K | 4.16% | 1 |
|
2020
Q2 | $16.5M | Buy |
89,628
+5,035
| +6% | +$929K | 3.7% | 7 |
|
2020
Q1 | $14M | Buy |
84,593
+1,130
| +1% | +$187K | 3.6% | 7 |
|
2019
Q4 | $16.5M | Buy |
+83,463
| New | +$16.5M | 3.57% | 7 |
|