Morningstar Investment 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 | $323K | Buy |
+1,106
| New | +$323K | 0.03% | 156 |
|
|
2025
Q1 | – | Sell |
-6,201
| Closed | -$1.8M | – | 159 |
|
|
2024
Q4 | $1.8M | Buy |
6,201
+16
| +0.3% | +$4.64K | 0.14% | 41 |
|
|
2024
Q3 | $1.92M | Sell |
6,185
-157
| -2% | -$48.6K | 0.19% | 50 |
|
|
2024
Q2 | $1.62M | Buy |
6,342
+253
| +4% | +$64.5K | 0.17% | 60 |
|
|
2024
Q1 | $1.72M | Hold |
6,089
| – | – | 0.19% | 58 |
|
|
2023
Q4 | $1.81M | Buy |
6,089
+4,893
| +409% | +$1.45M | 0.21% | 58 |
|
|
2023
Q3 | $315K | Hold |
1,196
| – | – | 0.04% | 124 |
|
|
2023
Q2 | $357K | Hold |
1,196
| – | – | 0.05% | 120 |
|
|
2023
Q1 | $334K | Hold |
1,196
| – | – | 0.05% | 69 |
|
|
2022
Q4 | $315K | Buy |
+1,196
| New | +$315K | 0.05% | 71 |
|