Middleton & Co’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 | $218K | Sell |
746
-50
| -6% | -$14.6K | 0.02% | 155 |
|
|
2025
Q1 | $249K | Sell |
796
-70
| -8% | -$21.9K | 0.03% | 141 |
|
|
2024
Q4 | $251K | Buy |
866
+30
| +4% | +$8.7K | 0.03% | 142 |
|
|
2024
Q3 | $255K | Hold |
836
| – | – | 0.03% | 144 |
|
|
2024
Q2 | $213K | Hold |
836
| – | – | 0.02% | 158 |
|
|
2024
Q1 | $236K | Sell |
836
-40
| -5% | -$11.3K | 0.03% | 153 |
|
|
2023
Q4 | $260K | Sell |
876
-55
| -6% | -$16.3K | 0.03% | 135 |
|
|
2023
Q3 | $245K | Hold |
931
| – | – | 0.03% | 133 |
|
|
2023
Q2 | $278K | Hold |
931
| – | – | 0.04% | 133 |
|
|
2023
Q1 | $260K | Hold |
931
| – | – | 0.04% | 138 |
|
|
2022
Q4 | $245K | Hold |
931
| – | – | 0.04% | 145 |
|
|
2022
Q3 | $215K | Sell |
931
-200
| -18% | -$46.2K | 0.03% | 141 |
|
|
2022
Q2 | $279K | Sell |
1,131
-70
| -6% | -$17.3K | 0.04% | 139 |
|
|
2022
Q1 | $297K | Sell |
1,201
-12
| -1% | -$2.97K | 0.03% | 141 |
|
|
2021
Q4 | $325K | Buy |
1,213
+200
| +20% | +$53.6K | 0.03% | 139 |
|
|
2021
Q3 | $244K | Sell |
1,013
-15
| -1% | -$3.61K | 0.03% | 145 |
|
|
2021
Q2 | $237K | Buy |
1,028
+10
| +1% | +$2.31K | 0.03% | 146 |
|
|
2021
Q1 | $228K | Sell |
1,018
-525
| -34% | -$118K | 0.03% | 146 |
|
|
2020
Q4 | $331K | Hold |
1,543
| – | – | 0.04% | 128 |
|
|
2020
Q3 | $339K | Sell |
1,543
-57
| -4% | -$12.5K | 0.04% | 117 |
|
|
2020
Q2 | $295K | Hold |
1,600
| – | – | 0.04% | 127 |
|
|
2020
Q1 | $265K | Sell |
1,600
-35
| -2% | -$5.8K | 0.05% | 128 |
|
|
2019
Q4 | $323K | Sell |
1,635
-226
| -12% | -$44.6K | 0.05% | 123 |
|
|
2019
Q3 | $400K | Sell |
1,861
-171
| -8% | -$36.8K | 0.06% | 120 |
|
|
2019
Q2 | $422K | Sell |
2,032
-170
| -8% | -$35.3K | 0.07% | 115 |
|
|
2019
Q1 | $418K | Hold |
2,202
| – | – | 0.07% | 112 |
|
|
2018
Q4 | $391K | Sell |
2,202
-233
| -10% | -$41.4K | 0.07% | 114 |
|
|
2018
Q3 | $407K | Buy |
2,435
+100
| +4% | +$16.7K | 0.06% | 127 |
|
|
2018
Q2 | $366K | Buy |
2,335
+265
| +13% | +$41.5K | 0.06% | 132 |
|
|
2018
Q1 | $324K | Buy |
2,070
+185
| +10% | +$29K | 0.06% | 135 |
|
|
2017
Q4 | $324K | Sell |
1,885
-25
| -1% | -$4.3K | 0.05% | 144 |
|
|
2017
Q3 | $299K | Buy |
1,910
+34
| +2% | +$5.32K | 0.05% | 149 |
|
|
2017
Q2 | $287K | Sell |
1,876
-50
| -3% | -$7.65K | 0.06% | 133 |
|
|
2017
Q1 | $250K | Sell |
1,926
-2,798
| -59% | -$363K | 0.05% | 143 |
|
|
2016
Q4 | $575K | Sell |
4,724
-1,453
| -24% | -$177K | 0.13% | 112 |
|
|
2016
Q3 | $713K | Sell |
6,177
-412
| -6% | -$47.6K | 0.16% | 99 |
|
|
2016
Q2 | $793K | Sell |
6,589
-25
| -0.4% | -$3.01K | 0.18% | 90 |
|
|
2016
Q1 | $831K | Sell |
6,614
-204
| -3% | -$25.6K | 0.19% | 87 |
|
|
2015
Q4 | $805K | Sell |
6,818
-139
| -2% | -$16.4K | 0.18% | 87 |
|
|
2015
Q3 | $685K | Buy |
6,957
+1,000
| +17% | +$98.5K | 0.16% | 96 |
|
|
2015
Q2 | $566K | Buy |
5,957
+21
| +0.4% | +$2K | 0.12% | 114 |
|
|
2015
Q1 | $578K | Buy |
5,936
+410
| +7% | +$39.9K | 0.13% | 116 |
|
|
2014
Q4 | $518K | Sell |
5,526
-896
| -14% | -$84K | 0.12% | 118 |
|
|
2014
Q3 | $609K | Sell |
6,422
-680
| -10% | -$64.5K | 0.14% | 107 |
|
|
2014
Q2 | $715K | Sell |
7,102
-590
| -8% | -$59.4K | 0.16% | 104 |
|
|
2014
Q1 | $754K | Sell |
7,692
-1,240
| -14% | -$122K | 0.18% | 97 |
|
|
2013
Q4 | $867K | Sell |
8,932
-150
| -2% | -$14.6K | 0.23% | 79 |
|
|
2013
Q3 | $874K | Buy |
9,082
+5,630
| +163% | +$542K | 0.23% | 84 |
|
|
2013
Q2 | $342K | Buy |
+3,452
| New | +$342K | 0.1% | 116 |
|