Marathon Capital 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 | $608K | Hold |
2,080
| – | – | 0.15% | 88 |
|
|
2025
Q1 | $650K | Sell |
2,080
-9
| -0.4% | -$2.81K | 0.17% | 79 |
|
|
2024
Q4 | $606K | Hold |
2,089
| – | – | 0.15% | 85 |
|
|
2024
Q3 | $636K | Hold |
2,089
| – | – | 0.15% | 86 |
|
|
2024
Q2 | $532K | Hold |
2,089
| – | – | 0.14% | 88 |
|
|
2024
Q1 | $589K | Hold |
2,089
| – | – | 0.14% | 86 |
|
|
2023
Q4 | $619K | Hold |
2,089
| – | – | 0.16% | 90 |
|
|
2023
Q3 | $550K | Hold |
2,089
| – | – | 0.14% | 90 |
|
|
2023
Q2 | $623K | Buy |
2,089
+34
| +2% | +$10.1K | 0.15% | 86 |
|
|
2023
Q1 | $575K | Hold |
2,055
| – | – | 0.14% | 90 |
|
|
2022
Q4 | $542K | Hold |
2,055
| – | – | 0.15% | 88 |
|
|
2022
Q3 | $474K | Hold |
2,055
| – | – | 0.14% | 96 |
|
|
2022
Q2 | $507K | Buy |
+2,055
| New | +$507K | 0.16% | 90 |
|
|
2022
Q1 | – | Sell |
-2,055
| Closed | -$551K | – | 134 |
|
|
2021
Q4 | $551K | Hold |
2,055
| – | – | 0.13% | 101 |
|
|
2021
Q3 | $496K | Hold |
2,055
| – | – | 0.11% | 107 |
|
|
2021
Q2 | $474K | Hold |
2,055
| – | – | 0.11% | 100 |
|
|
2021
Q1 | $460K | Buy |
2,055
+3
| +0.1% | +$672 | 0.12% | 96 |
|
|
2020
Q4 | $440K | Hold |
2,052
| – | – | 0.13% | 94 |
|
|
2020
Q3 | $450K | Buy |
2,052
+52
| +3% | +$11.4K | 0.16% | 80 |
|
|
2020
Q2 | $369K | Hold |
2,000
| – | – | 0.14% | 84 |
|
|
2020
Q1 | $330K | Sell |
2,000
-217
| -10% | -$35.8K | 0.15% | 77 |
|
|
2019
Q4 | $438K | Buy |
2,217
+500
| +29% | +$98.8K | 0.15% | 81 |
|
|
2019
Q3 | $369K | Hold |
1,717
| – | – | 0.15% | 69 |
|
|
2019
Q2 | $356K | Hold |
1,717
| – | – | 0.15% | 74 |
|
|
2019
Q1 | $326K | Hold |
1,717
| – | – | 0.15% | 73 |
|
|
2018
Q4 | $304K | Buy |
1,717
+460
| +37% | +$81.4K | 0.15% | 68 |
|
|
2018
Q3 | $210K | Buy |
+1,257
| New | +$210K | 0.08% | 103 |
|
|
2018
Q1 | – | Sell |
-1,250
| Closed | -$215K | – | 119 |
|
|
2017
Q4 | $215K | Buy |
+1,250
| New | +$215K | 0.08% | 87 |
|
|
2014
Q4 | – | Sell |
-3,064
| Closed | -$290K | – | 92 |
|
|
2014
Q3 | $290K | Sell |
3,064
-112
| -4% | -$10.6K | 0.26% | 57 |
|
|
2014
Q2 | $320K | Sell |
3,176
-12
| -0.4% | -$1.21K | 0.26% | 55 |
|
|
2014
Q1 | $312K | Buy |
3,188
+409
| +15% | +$40K | 0.23% | 56 |
|
|
2013
Q4 | $270K | Buy |
+2,779
| New | +$270K | 0.19% | 59 |
|