MTM 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 | $337K | Buy |
1,153
+18
| +2% | +$5.26K | 0.11% | 156 |
|
2025
Q1 | $356K | Sell |
1,135
-2
| -0.2% | -$627 | 0.14% | 148 |
|
2024
Q4 | $330K | Sell |
1,137
-17
| -1% | -$4.93K | 0.13% | 151 |
|
2024
Q3 | $350K | Buy |
1,154
+12
| +1% | +$3.64K | 0.14% | 144 |
|
2024
Q2 | $291K | Sell |
1,142
-32
| -3% | -$8.15K | 0.12% | 149 |
|
2024
Q1 | $331K | Buy |
1,174
+38
| +3% | +$10.7K | 0.14% | 142 |
|
2023
Q4 | $337K | Hold |
1,136
| – | – | 0.15% | 130 |
|
2023
Q3 | $299K | Buy |
1,136
+1
| +0.1% | +$263 | 0.15% | 128 |
|
2023
Q2 | $339K | Hold |
1,135
| – | – | 0.17% | 125 |
|
2023
Q1 | $317K | Buy |
1,135
+35
| +3% | +$9.79K | 0.16% | 126 |
|
2022
Q4 | $290K | Sell |
1,100
-374
| -25% | -$98.6K | 0.15% | 135 |
|
2022
Q3 | $340K | Sell |
1,474
-502
| -25% | -$116K | 0.19% | 114 |
|
2022
Q2 | $500K | Buy |
1,976
+6
| +0.3% | +$1.52K | 0.27% | 102 |
|
2022
Q1 | $487K | Buy |
1,970
+5
| +0.3% | +$1.24K | 0.24% | 105 |
|
2021
Q4 | $527K | Buy |
1,965
+5
| +0.3% | +$1.34K | 0.25% | 102 |
|
2021
Q3 | $473K | Buy |
1,960
+5
| +0.3% | +$1.21K | 0.26% | 100 |
|
2021
Q2 | $452K | Buy |
1,955
+5
| +0.3% | +$1.16K | 0.24% | 102 |
|
2021
Q1 | $437K | Sell |
1,950
-95
| -5% | -$21.3K | 0.25% | 103 |
|
2020
Q4 | $439K | Buy |
+2,045
| New | +$439K | 0.27% | 94 |
|