Middleton & Co’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 | $227K | Hold |
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|
2025
Q2 | $218K | Sell |
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|
2025
Q1 | $249K | Sell |
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|
2024
Q4 | $251K | Buy |
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|
2024
Q3 | $255K | Hold |
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|
2024
Q2 | $213K | Hold |
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|
2024
Q1 | $236K | Sell |
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|
2023
Q4 | $260K | Sell |
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|
2023
Q3 | $245K | Hold |
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $260K | Hold |
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|
2022
Q4 | $245K | Hold |
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|
2022
Q3 | $215K | Sell |
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|
2022
Q2 | $279K | Sell |
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|
2022
Q1 | $297K | Sell |
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|
2021
Q4 | $325K | Buy |
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|
2021
Q3 | $244K | Sell |
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|
2021
Q2 | $237K | Buy |
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|
2021
Q1 | $228K | Sell |
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|
2020
Q4 | $331K | Hold |
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|
2020
Q3 | $339K | Sell |
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|
2020
Q2 | $295K | Hold |
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|
2020
Q1 | $265K | Sell |
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|
2019
Q4 | $323K | Sell |
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|
2019
Q3 | $400K | Sell |
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|
2019
Q2 | $422K | Sell |
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|
2019
Q1 | $418K | Hold |
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|
2018
Q4 | $391K | Sell |
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|
2018
Q3 | $407K | Buy |
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|
2018
Q2 | $366K | Buy |
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|
2018
Q1 | $324K | Buy |
|
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|
2017
Q4 | $324K | Sell |
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|
2017
Q3 | $299K | Buy |
|
|||||
|
2017
Q2 | $287K | Sell |
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|
2017
Q1 | $250K | Sell |
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|
2016
Q4 | $575K | Sell |
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|
2016
Q3 | $713K | Sell |
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|
2016
Q2 | $793K | Sell |
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|
2016
Q1 | $831K | Sell |
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|
2015
Q4 | $805K | Sell |
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|
2015
Q3 | $685K | Buy |
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|
2015
Q2 | $566K | Buy |
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|
2015
Q1 | $578K | Buy |
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|
2014
Q4 | $518K | Sell |
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|
2014
Q3 | $609K | Sell |
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|
2014
Q2 | $715K | Sell |
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|
2014
Q1 | $754K | Sell |
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|
2013
Q4 | $867K | Sell |
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|
2013
Q3 | $874K | Buy |
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|
2013
Q2 | $342K | Buy |
|