Morningstar Investment Services’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $954K | Buy |
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|
2024
Q2 | $551K | Buy |
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|
2024
Q1 | $571K | Sell |
|
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|
2023
Q4 | $897K | Buy |
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|
2023
Q3 | $247K | Buy |
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|
2023
Q2 | $267K | Buy |
|
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $321K | Sell |
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|
2022
Q3 | $358K | Buy |
|
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|
2022
Q2 | $336K | Sell |
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|
2022
Q1 | $11.3M | Buy |
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|
2021
Q4 | $12M | Sell |
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|
2021
Q3 | $10.9M | Buy |
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|
2021
Q2 | $10.3M | Sell |
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|
2021
Q1 | $25.9M | Sell |
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|
2020
Q4 | $26.2M | Sell |
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|
2020
Q3 | $28M | Sell |
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|
2020
Q2 | $24.2M | Sell |
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|
2020
Q1 | $22.9M | Buy |
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|
2019
Q4 | $222K | Buy |
|
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|
2019
Q3 | $235K | Buy |
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|
2019
Q2 | $218K | Buy |
|
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|
2018
Q1 | – | Sell |
|
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|
2017
Q4 | $209K | Buy |
|
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|
2016
Q1 | – | Sell |
|
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|
2015
Q4 | $3.17M | Sell |
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|
2015
Q3 | $7.78M | Sell |
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|
2015
Q2 | $8.09M | Sell |
|
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|
2015
Q1 | $9.09M | Sell |
|
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|
2014
Q4 | $24M | Buy |
|
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|
2014
Q3 | $22.6M | Buy |
|
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|
2014
Q2 | $23.4M | Buy |
|
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|
2014
Q1 | $20.7M | Buy |
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|
2013
Q4 | $16.7M | Buy |
|
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|
2013
Q3 | $12.1M | Buy |
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|
2013
Q2 | $7.82M | Buy |
|