Meritage Portfolio 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 | $1.3M | Sell |
4,460
-422
| -9% | -$123K | 0.08% | 176 |
|
|
2025
Q1 | $1.53M | Sell |
4,882
-75
| -2% | -$23.4K | 0.1% | 173 |
|
|
2024
Q4 | $1.44M | Sell |
4,957
-162
| -3% | -$47K | 0.09% | 177 |
|
|
2024
Q3 | $1.56M | Sell |
5,119
-27,601
| -84% | -$8.41M | 0.1% | 179 |
|
|
2024
Q2 | $8.34M | Sell |
32,720
-431
| -1% | -$110K | 0.53% | 48 |
|
|
2024
Q1 | $9.35M | Sell |
33,151
-1,300
| -4% | -$367K | 0.6% | 38 |
|
|
2023
Q4 | $10.2M | Buy |
34,451
+2,346
| +7% | +$696K | 0.67% | 32 |
|
|
2023
Q3 | $8.46M | Sell |
32,105
-219
| -0.7% | -$57.7K | 0.62% | 41 |
|
|
2023
Q2 | $9.65M | Sell |
32,324
-1,399
| -4% | -$417K | 0.68% | 31 |
|
|
2023
Q1 | $9.43M | Sell |
33,723
-877
| -3% | -$245K | 0.71% | 31 |
|
|
2022
Q4 | $9.12M | Sell |
34,600
-1,127
| -3% | -$297K | 0.71% | 31 |
|
|
2022
Q3 | $8.24M | Buy |
35,727
+31,456
| +737% | +$7.26M | 0.68% | 31 |
|
|
2022
Q2 | $1.05M | Buy |
4,271
+3
| +0.1% | +$740 | 0.08% | 188 |
|
|
2022
Q1 | $1.06M | Buy |
4,268
+2
| +0% | +$494 | 0.07% | 191 |
|
|
2021
Q4 | $1.14M | Sell |
4,266
-147
| -3% | -$39.4K | 0.06% | 190 |
|
|
2021
Q3 | $1.06M | Sell |
4,413
-200
| -4% | -$48.2K | 0.06% | 192 |
|
|
2021
Q2 | $1.07M | Buy |
4,613
+323
| +8% | +$74.6K | 0.06% | 198 |
|
|
2021
Q1 | $962K | Hold |
4,290
| – | – | 0.06% | 194 |
|
|
2020
Q4 | $921K | Buy |
4,290
+343
| +9% | +$73.6K | 0.07% | 189 |
|
|
2020
Q3 | $866K | Hold |
3,947
| – | – | 0.08% | 177 |
|
|
2020
Q2 | $728K | Sell |
3,947
-284
| -7% | -$52.4K | 0.07% | 167 |
|
|
2020
Q1 | $700K | Hold |
4,231
| – | – | 0.1% | 143 |
|
|
2019
Q4 | $836K | Buy |
4,231
+33
| +0.8% | +$6.52K | 0.07% | 184 |
|
|
2019
Q3 | $901K | Hold |
4,198
| – | – | 0.09% | 177 |
|
|
2019
Q2 | $872K | Buy |
4,198
+100
| +2% | +$20.8K | 0.09% | 152 |
|
|
2019
Q1 | $778K | Sell |
4,098
-88
| -2% | -$16.7K | 0.08% | 149 |
|
|
2018
Q4 | $743K | Buy |
4,186
+438
| +12% | +$77.7K | 0.08% | 147 |
|
|
2018
Q3 | $627K | Buy |
+3,748
| New | +$627K | 0.06% | 168 |
|
|
2017
Q4 | – | Sell |
-4,368
| Closed | -$684K | – | 212 |
|
|
2017
Q3 | $684K | Buy |
4,368
+568
| +15% | +$88.9K | 0.07% | 166 |
|
|
2017
Q2 | $582K | Hold |
3,800
| – | – | 0.06% | 172 |
|
|
2017
Q1 | $493K | Sell |
3,800
-105
| -3% | -$13.6K | 0.05% | 166 |
|
|
2016
Q4 | $475K | Buy |
3,905
+5
| +0.1% | +$608 | 0.05% | 163 |
|
|
2016
Q3 | $450K | Hold |
3,900
| – | – | 0.05% | 161 |
|
|
2016
Q2 | $469K | Sell |
3,900
-100
| -3% | -$12K | 0.05% | 163 |
|
|
2016
Q1 | $503K | Hold |
4,000
| – | – | 0.06% | 155 |
|
|
2015
Q4 | $473K | Hold |
4,000
| – | – | 0.05% | 178 |
|
|
2015
Q3 | $394K | Sell |
4,000
-200
| -5% | -$19.7K | 0.05% | 181 |
|
|
2015
Q2 | $399K | Sell |
4,200
-400
| -9% | -$38K | 0.04% | 193 |
|
|
2015
Q1 | $448K | Hold |
4,600
| – | – | 0.05% | 193 |
|
|
2014
Q4 | $431K | Hold |
4,600
| – | – | 0.05% | 191 |
|
|
2014
Q3 | $436K | Hold |
4,600
| – | – | 0.05% | 189 |
|
|
2014
Q2 | $463K | Hold |
4,600
| – | – | 0.05% | 184 |
|
|
2014
Q1 | $451K | Sell |
4,600
-20
| -0.4% | -$1.96K | 0.05% | 179 |
|
|
2013
Q4 | $448K | Buy |
4,620
+20
| +0.4% | +$1.94K | 0.06% | 179 |
|
|
2013
Q3 | $443K | Hold |
4,600
| – | – | 0.06% | 180 |
|
|
2013
Q2 | $455K | Buy |
+4,600
| New | +$455K | 0.07% | 175 |
|