Mountain Pacific Investment Advisers’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 | $704K | Hold |
2,408
| – | – | 0.05% | 94 |
|
2025
Q1 | $752K | Sell |
2,408
-200
| -8% | -$62.5K | 0.06% | 94 |
|
2024
Q4 | $756K | Sell |
2,608
-120
| -4% | -$34.8K | 0.05% | 92 |
|
2024
Q3 | $831K | Hold |
2,728
| – | – | 0.06% | 89 |
|
2024
Q2 | $695K | Hold |
2,728
| – | – | 0.05% | 91 |
|
2024
Q1 | $769K | Sell |
2,728
-100
| -4% | -$28.2K | 0.04% | 92 |
|
2023
Q4 | $838K | Sell |
2,828
-14
| -0.5% | -$4.15K | 0.05% | 90 |
|
2023
Q3 | $749K | Sell |
2,842
-89
| -3% | -$23.4K | 0.05% | 88 |
|
2023
Q2 | $875K | Hold |
2,931
| – | – | 0.06% | 86 |
|
2023
Q1 | $819K | Hold |
2,931
| – | – | 0.06% | 86 |
|
2022
Q4 | $772K | Hold |
2,931
| – | – | 0.06% | 82 |
|
2022
Q3 | $676K | Hold |
2,931
| – | – | 0.05% | 83 |
|
2022
Q2 | $724K | Hold |
2,931
| – | – | 0.05% | 82 |
|
2022
Q1 | $725K | Sell |
2,931
-102
| -3% | -$25.2K | 0.05% | 90 |
|
2021
Q4 | $813K | Hold |
3,033
| – | – | 0.05% | 84 |
|
2021
Q3 | $731K | Buy |
3,033
+2
| +0.1% | +$482 | 0.04% | 90 |
|
2021
Q2 | $700K | Sell |
3,031
-200
| -6% | -$46.2K | 0.04% | 89 |
|
2021
Q1 | $724K | Hold |
3,231
| – | – | 0.05% | 88 |
|
2020
Q4 | $693K | Buy |
3,231
+14
| +0.4% | +$3K | 0.05% | 87 |
|
2020
Q3 | $706K | Buy |
3,217
+1,200
| +59% | +$263K | 0.06% | 83 |
|
2020
Q2 | $372K | Hold |
2,017
| – | – | 0.03% | 101 |
|
2020
Q1 | $333K | Hold |
2,017
| – | – | 0.03% | 98 |
|
2019
Q4 | $399K | Hold |
2,017
| – | – | 0.03% | 104 |
|
2019
Q3 | $433K | Hold |
2,017
| – | – | 0.04% | 97 |
|
2019
Q2 | $419K | Hold |
2,017
| – | – | 0.04% | 94 |
|
2019
Q1 | $383K | Hold |
2,017
| – | – | 0.04% | 95 |
|
2018
Q4 | $358K | Hold |
2,017
| – | – | 0.04% | 91 |
|
2018
Q3 | $337K | Hold |
2,017
| – | – | 0.03% | 103 |
|
2018
Q2 | $316K | Hold |
2,017
| – | – | 0.03% | 100 |
|
2018
Q1 | $315K | Hold |
2,017
| – | – | 0.03% | 99 |
|
2017
Q4 | $347K | Buy |
2,017
+100
| +5% | +$17.2K | 0.04% | 91 |
|
2017
Q3 | $300K | Hold |
1,917
| – | – | 0.03% | 96 |
|
2017
Q2 | $294K | Hold |
1,917
| – | – | 0.03% | 95 |
|
2017
Q1 | $248K | Hold |
1,917
| – | – | 0.03% | 98 |
|
2016
Q4 | $233K | Sell |
1,917
-802
| -29% | -$97.5K | 0.03% | 98 |
|
2016
Q3 | $314K | Sell |
2,719
-480
| -15% | -$55.4K | 0.04% | 90 |
|
2016
Q2 | $385K | Hold |
3,199
| – | – | 0.04% | 84 |
|
2016
Q1 | $402K | Buy |
3,199
+1,002
| +46% | +$126K | 0.05% | 83 |
|
2015
Q4 | $260K | Sell |
2,197
-750
| -25% | -$88.8K | 0.03% | 91 |
|
2015
Q3 | $290K | Hold |
2,947
| – | – | 0.04% | 90 |
|
2015
Q2 | $280K | Hold |
2,947
| – | – | 0.03% | 93 |
|
2015
Q1 | $287K | Hold |
2,947
| – | – | 0.03% | 92 |
|
2014
Q4 | $276K | Sell |
2,947
-1,297
| -31% | -$121K | 0.03% | 95 |
|
2014
Q3 | $402K | Hold |
4,244
| – | – | 0.05% | 81 |
|
2014
Q2 | $428K | Sell |
4,244
-365
| -8% | -$36.8K | 0.05% | 80 |
|
2014
Q1 | $452K | Buy |
4,609
+372
| +9% | +$36.5K | 0.06% | 80 |
|
2013
Q4 | $411K | Hold |
4,237
| – | – | 0.05% | 81 |
|
2013
Q3 | $408K | Hold |
4,237
| – | – | 0.06% | 77 |
|
2013
Q2 | $419K | Buy |
+4,237
| New | +$419K | 0.06% | 76 |
|