Monarch Capital 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 | $11.1M | Sell |
38,158
-753
| -2% | -$220K | 2.99% | 5 |
|
|
2025
Q1 | $12.2M | Sell |
38,911
-745
| -2% | -$233K | 3.38% | 5 |
|
|
2024
Q4 | $11.5M | Sell |
39,656
-105
| -0.3% | -$30.4K | 3.15% | 6 |
|
|
2024
Q3 | $12.1M | Sell |
39,761
-151
| -0.4% | -$46K | 3.26% | 6 |
|
|
2024
Q2 | $10.2M | Sell |
39,912
-367
| -0.9% | -$93.5K | 2.99% | 6 |
|
|
2024
Q1 | $11.4M | Sell |
40,279
-92
| -0.2% | -$25.9K | 3.21% | 5 |
|
|
2023
Q4 | $12M | Sell |
40,371
-1,475
| -4% | -$437K | 3.63% | 4 |
|
|
2023
Q3 | $11M | Sell |
41,846
-233
| -0.6% | -$61.4K | 3.54% | 4 |
|
|
2023
Q2 | $12.6M | Sell |
42,079
-530
| -1% | -$158K | 3.81% | 4 |
|
|
2023
Q1 | $11.9M | Sell |
42,609
-895
| -2% | -$250K | 3.66% | 4 |
|
|
2022
Q4 | $11.5M | Sell |
43,504
-1,913
| -4% | -$504K | 3.52% | 4 |
|
|
2022
Q3 | $10.5M | Sell |
45,417
-767
| -2% | -$177K | 3.42% | 5 |
|
|
2022
Q2 | $11.4M | Sell |
46,184
-417
| -0.9% | -$103K | 3.4% | 5 |
|
|
2022
Q1 | $11.5M | Sell |
46,601
-581
| -1% | -$144K | 3.05% | 4 |
|
|
2021
Q4 | $12.6M | Sell |
47,182
-203
| -0.4% | -$54.4K | 3.24% | 5 |
|
|
2021
Q3 | $11.4M | Buy |
47,385
+104
| +0.2% | +$25.1K | 3.18% | 5 |
|
|
2021
Q2 | $10.9M | Buy |
47,281
+70
| +0.1% | +$16.2K | 3.12% | 4 |
|
|
2021
Q1 | $10.6M | Sell |
47,211
-691
| -1% | -$155K | 3.14% | 5 |
|
|
2020
Q4 | $10.3M | Sell |
47,902
-1,174
| -2% | -$252K | 3.23% | 5 |
|
|
2020
Q3 | $10.8M | Sell |
49,076
-255
| -0.5% | -$56K | 3.74% | 3 |
|
|
2020
Q2 | $9.1M | Buy |
49,331
+255
| +0.5% | +$47K | 3.33% | 5 |
|
|
2020
Q1 | $8.12M | Sell |
49,076
-72
| -0.1% | -$11.9K | 3.31% | 5 |
|
|
2019
Q4 | $9.71M | Sell |
49,148
-310
| -0.6% | -$61.3K | 3.17% | 4 |
|
|
2019
Q3 | $10.6M | Sell |
49,458
-274
| -0.6% | -$58.8K | 3.71% | 2 |
|
|
2019
Q2 | $10.3M | Sell |
49,732
-569
| -1% | -$118K | 3.69% | 2 |
|
|
2019
Q1 | $9.55M | Sell |
50,301
-1,454
| -3% | -$276K | 3.46% | 2 |
|
|
2018
Q4 | $9.19M | Sell |
51,755
-2,230
| -4% | -$396K | 3.72% | 2 |
|
|
2018
Q3 | $9.03M | Sell |
53,985
-129
| -0.2% | -$21.6K | 3.27% | 2 |
|
|
2018
Q2 | $8.48M | Sell |
54,114
-2,629
| -5% | -$412K | 3.25% | 4 |
|
|
2018
Q1 | $8.87M | Sell |
56,743
-310
| -0.5% | -$48.5K | 3.41% | 2 |
|
|
2017
Q4 | $9.82M | Sell |
57,053
-2,764
| -5% | -$476K | 3.65% | 1 |
|
|
2017
Q3 | $9.37M | Sell |
59,817
-2,558
| -4% | -$401K | 3.49% | 3 |
|
|
2017
Q2 | $9.55M | Sell |
62,375
-7,683
| -11% | -$1.18M | 3.62% | 2 |
|
|
2017
Q1 | $9.08M | Sell |
70,058
-264
| -0.4% | -$34.2K | 3.32% | 4 |
|
|
2016
Q4 | $8.56M | Buy |
70,322
+401
| +0.6% | +$48.8K | 3.2% | 5 |
|
|
2016
Q3 | $8.07M | Buy |
69,921
+60
| +0.1% | +$6.92K | 3.06% | 7 |
|
|
2016
Q2 | $8.41M | Sell |
69,861
-5,912
| -8% | -$711K | 3.13% | 6 |
|
|
2016
Q1 | $9.52M | Sell |
75,773
-2,221
| -3% | -$279K | 3.43% | 3 |
|
|
2015
Q4 | $9.21M | Sell |
77,994
-2,460
| -3% | -$291K | 3.54% | 3 |
|
|
2015
Q3 | $7.93M | Sell |
80,454
-38
| -0% | -$3.74K | 3.23% | 4 |
|
|
2015
Q2 | $7.65M | Buy |
80,492
+636
| +0.8% | +$60.5K | 2.92% | 4 |
|
|
2015
Q1 | $7.78M | Buy |
79,856
+567
| +0.7% | +$55.2K | 2.94% | 4 |
|
|
2014
Q4 | $7.43M | Buy |
79,289
+1,954
| +3% | +$183K | 2.81% | 5 |
|
|
2014
Q3 | $7.33M | Buy |
77,335
+605
| +0.8% | +$57.4K | 2.93% | 6 |
|
|
2014
Q2 | $7.73M | Sell |
76,730
-1,330
| -2% | -$134K | 2.99% | 6 |
|
|
2014
Q1 | $7.65M | Buy |
78,060
+1,215
| +2% | +$119K | 3.03% | 6 |
|
|
2013
Q4 | $7.46M | Sell |
76,845
-250
| -0.3% | -$24.3K | 2.92% | 7 |
|
|
2013
Q3 | $7.42M | Buy |
77,095
+167
| +0.2% | +$16.1K | 3.11% | 7 |
|
|
2013
Q2 | $7.62M | Buy |
+76,928
| New | +$7.62M | 3.28% | 6 |
|