Marietta Wealth 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
Q1 | – | Sell |
-719
| Closed | -$208K | – | 109 |
|
|
2024
Q4 | $208K | Buy |
+719
| New | +$208K | 0.03% | 105 |
|
|
2021
Q2 | – | Sell |
-1,239
| Closed | -$278K | – | 116 |
|
|
2021
Q1 | $278K | Sell |
1,239
-7,043
| -85% | -$1.58M | 0.07% | 105 |
|
|
2020
Q4 | $1.78M | Sell |
8,282
-9,657
| -54% | -$2.07M | 0.49% | 72 |
|
|
2020
Q3 | $3.94M | Sell |
17,939
-124
| -0.7% | -$27.2K | 1.23% | 29 |
|
|
2020
Q2 | $3.33M | Buy |
18,063
+464
| +3% | +$85.6K | 1.14% | 37 |
|
|
2020
Q1 | $2.91M | Buy |
17,599
+1,366
| +8% | +$226K | 1.13% | 35 |
|
|
2019
Q4 | $3.21M | Buy |
16,233
+701
| +5% | +$139K | 1.06% | 42 |
|
|
2019
Q3 | $3.34M | Buy |
15,532
+561
| +4% | +$120K | 1.22% | 33 |
|
|
2019
Q2 | $3.11M | Buy |
14,971
+794
| +6% | +$165K | 1.21% | 34 |
|
|
2019
Q1 | $2.69M | Sell |
14,177
-61
| -0.4% | -$11.6K | 1.11% | 41 |
|
|
2018
Q4 | $2.53M | Buy |
14,238
+9,132
| +179% | +$1.62M | 1.21% | 34 |
|
|
2018
Q3 | $854K | Sell |
5,106
-600
| -11% | -$100K | 0.38% | 76 |
|
|
2018
Q2 | $894K | Buy |
5,706
+27
| +0.5% | +$4.23K | 0.44% | 73 |
|
|
2018
Q1 | $888K | Sell |
5,679
-126
| -2% | -$19.7K | 0.47% | 68 |
|
|
2017
Q4 | $999K | Sell |
5,805
-726
| -11% | -$125K | 0.54% | 64 |
|
|
2017
Q3 | $1.02M | Sell |
6,531
-360
| -5% | -$56.4K | 0.57% | 65 |
|
|
2017
Q2 | $1.06M | Sell |
6,891
-133
| -2% | -$20.4K | 0.64% | 60 |
|
|
2017
Q1 | $910K | Sell |
7,024
-481
| -6% | -$62.3K | 0.6% | 62 |
|
|
2016
Q4 | $914K | Buy |
+7,505
| New | +$914K | 0.73% | 58 |
|