Montag & Caldwell’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
Q2 | $384K | Hold |
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|
2025
Q1 | $411K | Hold |
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|
2024
Q4 | $381K | Hold |
|
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|
2024
Q3 | $400K | Hold |
|
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|
2024
Q2 | $335K | Hold |
|
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|
2024
Q1 | $371K | Sell |
|
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|
2023
Q4 | $416K | Hold |
|
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|
2023
Q3 | $369K | Sell |
|
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|
2023
Q2 | $431K | Sell |
|
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|
2023
Q1 | $408K | Buy |
|
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|
2022
Q4 | $378K | Hold |
|
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|
2022
Q3 | $331K | Buy |
|
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|
2022
Q2 | $325K | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $435K | Sell |
|
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|
2019
Q3 | $510K | Sell |
|
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|
2019
Q2 | $574K | Sell |
|
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|
2019
Q1 | $678K | Sell |
|
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|
2018
Q4 | $888K | Hold |
|
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|
2018
Q3 | $836K | Hold |
|
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|
2018
Q2 | $783K | Hold |
|
|||||
|
2018
Q1 | $782K | Hold |
|
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|
2017
Q4 | $861K | Hold |
|
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|
2017
Q3 | $783K | Hold |
|
|||||
|
2017
Q2 | $766K | Hold |
|
|||||
|
2017
Q1 | $648K | Hold |
|
|||||
|
2016
Q4 | $609K | Hold |
|
|||||
|
2016
Q3 | $577K | Hold |
|
|||||
|
2016
Q2 | $602K | Hold |
|
|||||
|
2016
Q1 | $628K | Hold |
|
|||||
|
2015
Q4 | $591K | Hold |
|
|||||
|
2015
Q3 | $493K | Hold |
|
|||||
|
2015
Q2 | $475K | Hold |
|
|||||
|
2015
Q1 | $487K | Hold |
|
|||||
|
2014
Q4 | $469K | Hold |
|
|||||
|
2014
Q3 | $474K | Hold |
|
|||||
|
2014
Q2 | $504K | Hold |
|
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|
2014
Q1 | $490K | Sell |
|
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|
2013
Q4 | $505K | Hold |
|
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|
2013
Q3 | $500K | Hold |
|
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|
2013
Q2 | $515K | Buy |
|