Monument 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
$523K Buy
1,792
+14
+0.8% +$4.09K 0.14% 122
2025
Q1
$556K Buy
1,778
+15
+0.9% +$4.69K 0.17% 109
2024
Q4
$511K Buy
1,763
+17
+1% +$4.93K 0.14% 110
2024
Q3
$532K Sell
1,746
-254
-13% -$77.3K 0.15% 110
2024
Q2
$510K Sell
2,000
-1,210
-38% -$308K 0.15% 104
2024
Q1
$905K Sell
3,210
-261
-8% -$73.6K 0.26% 89
2023
Q4
$1.03M Sell
3,471
-2,227
-39% -$660K 0.33% 76
2023
Q3
$1.5M Sell
5,698
-130
-2% -$34.2K 0.5% 66
2023
Q2
$1.74M Buy
5,828
+414
+8% +$124K 0.55% 55
2023
Q1
$1.51M Buy
5,414
+1,761
+48% +$492K 0.51% 63
2022
Q4
$963K Sell
3,653
-691
-16% -$182K 0.33% 77
2022
Q3
$1M Buy
4,344
+1,242
+40% +$286K 0.38% 72
2022
Q2
$766K Buy
3,102
+427
+16% +$105K 0.29% 77
2022
Q1
$661K Buy
2,675
+154
+6% +$38.1K 0.21% 91
2021
Q4
$676K Buy
2,521
+81
+3% +$21.7K 0.21% 99
2021
Q3
$588K Buy
2,440
+336
+16% +$81K 0.2% 98
2021
Q2
$486K Buy
2,104
+402
+24% +$92.9K 0.17% 100
2021
Q1
$381K Sell
1,702
-10,521
-86% -$2.36M 0.15% 91
2020
Q4
$2.62M Buy
12,223
+448
+4% +$96.1K 1.21% 29
2020
Q3
$2.58M Sell
11,775
-1,127
-9% -$247K 1.36% 20
2020
Q2
$2.38M Sell
12,902
-335
-3% -$61.8K 1.4% 25
2020
Q1
$2.19M Sell
13,237
-105
-0.8% -$17.4K 1.57% 25
2019
Q4
$2.64M Sell
13,342
-107
-0.8% -$21.1K 1.34% 25
2019
Q3
$2.89M Sell
13,449
-240
-2% -$51.5K 1.57% 14
2019
Q2
$2.82M Buy
13,689
+142
+1% +$29.3K 1.52% 13
2019
Q1
$2.57M Sell
13,547
-1,887
-12% -$358K 1.46% 21
2018
Q4
$2.74M Buy
15,434
+1,585
+11% +$281K 1.71% 9
2018
Q3
$2.32M Buy
13,849
+1,484
+12% +$248K 1.3% 31
2018
Q2
$1.94M Sell
12,365
-244
-2% -$38.2K 1.34% 31
2018
Q1
$1.99M Buy
+12,609
New +$1.99M 1.36% 33