Meritage Portfolio Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $493K | Sell |
|
|||||
|
2025
Q2 | $1.3M | Sell |
|
|||||
|
2025
Q1 | $1.53M | Sell |
|
|||||
|
2024
Q4 | $1.44M | Sell |
|
|||||
|
2024
Q3 | $1.56M | Sell |
|
|||||
|
2024
Q2 | $8.34M | Sell |
|
|||||
|
2024
Q1 | $9.35M | Sell |
|
|||||
|
2023
Q4 | $10.2M | Buy |
|
|||||
|
2023
Q3 | $8.46M | Sell |
|
|||||
|
2023
Q2 | $9.65M | Sell |
|
|||||
|
2023
Q1 | $9.43M | Sell |
|
|||||
|
2022
Q4 | $9.12M | Sell |
|
|||||
|
2022
Q3 | $8.24M | Buy |
|
|||||
|
2022
Q2 | $1.05M | Buy |
|
|||||
|
2022
Q1 | $1.05M | Buy |
|
|||||
|
2021
Q4 | $1.14M | Sell |
|
|||||
|
2021
Q3 | $1.06M | Sell |
|
|||||
|
2021
Q2 | $1.07M | Buy |
|
|||||
|
2021
Q1 | $962K | Hold |
|
|||||
|
2020
Q4 | $921K | Buy |
|
|||||
|
2020
Q3 | $866K | Hold |
|
|||||
|
2020
Q2 | $728K | Sell |
|
|||||
|
2020
Q1 | $700K | Hold |
|
|||||
|
2019
Q4 | $836K | Buy |
|
|||||
|
2019
Q3 | $901K | Hold |
|
|||||
|
2019
Q2 | $872K | Buy |
|
|||||
|
2019
Q1 | $778K | Sell |
|
|||||
|
2018
Q4 | $743K | Buy |
|
|||||
|
2018
Q3 | $627K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $684K | Buy |
|
|||||
|
2017
Q2 | $582K | Hold |
|
|||||
|
2017
Q1 | $493K | Sell |
|
|||||
|
2016
Q4 | $475K | Buy |
|
|||||
|
2016
Q3 | $450K | Hold |
|
|||||
|
2016
Q2 | $469K | Sell |
|
|||||
|
2016
Q1 | $503K | Hold |
|
|||||
|
2015
Q4 | $473K | Hold |
|
|||||
|
2015
Q3 | $394K | Sell |
|
|||||
|
2015
Q2 | $399K | Sell |
|
|||||
|
2015
Q1 | $448K | Hold |
|
|||||
|
2014
Q4 | $431K | Hold |
|
|||||
|
2014
Q3 | $436K | Hold |
|
|||||
|
2014
Q2 | $463K | Hold |
|
|||||
|
2014
Q1 | $451K | Sell |
|
|||||
|
2013
Q4 | $448K | Buy |
|
|||||
|
2013
Q3 | $443K | Hold |
|
|||||
|
2013
Q2 | $455K | Buy |
|