MV 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 | $1.1M | Sell |
3,782
-7
| -0.2% | -$2.05K | 0.11% | 94 |
|
|
2025
Q1 | $1.18M | Sell |
3,789
-132
| -3% | -$41.2K | 0.13% | 93 |
|
|
2024
Q4 | $1.14M | Sell |
3,921
-64
| -2% | -$18.6K | 0.12% | 90 |
|
|
2024
Q3 | $1.21M | Buy |
3,985
+13
| +0.3% | +$3.96K | 0.13% | 90 |
|
|
2024
Q2 | $1.01M | Buy |
3,972
+21
| +0.5% | +$5.35K | 0.11% | 88 |
|
|
2024
Q1 | $1.11M | Sell |
3,951
-16
| -0.4% | -$4.51K | 0.13% | 88 |
|
|
2023
Q4 | $1.18M | Buy |
3,967
+23
| +0.6% | +$6.82K | 0.15% | 79 |
|
|
2023
Q3 | $1.04M | Buy |
3,944
+1
| +0% | +$263 | 0.14% | 82 |
|
|
2023
Q2 | $1.18M | Buy |
3,943
+38
| +1% | +$11.3K | 0.16% | 76 |
|
|
2023
Q1 | $1.09M | Buy |
3,905
+135
| +4% | +$37.7K | 0.15% | 76 |
|
|
2022
Q4 | $994K | Sell |
3,770
-15
| -0.4% | -$3.95K | 0.15% | 74 |
|
|
2022
Q3 | $873K | Buy |
3,785
+138
| +4% | +$31.8K | 0.15% | 76 |
|
|
2022
Q2 | $900K | Buy |
3,647
+31
| +0.9% | +$7.65K | 0.15% | 78 |
|
|
2022
Q1 | $894K | Buy |
3,616
+31
| +0.9% | +$7.66K | 0.13% | 86 |
|
|
2021
Q4 | $961K | Buy |
3,585
+48
| +1% | +$12.9K | 0.14% | 79 |
|
|
2021
Q3 | $853K | Buy |
3,537
+74
| +2% | +$17.8K | 0.14% | 82 |
|
|
2021
Q2 | $800K | Buy |
3,463
+102
| +3% | +$23.6K | 0.14% | 84 |
|
|
2021
Q1 | $753K | Buy |
3,361
+18
| +0.5% | +$4.03K | 0.14% | 81 |
|
|
2020
Q4 | $717K | Hold |
3,343
| – | – | 0.14% | 78 |
|
|
2020
Q3 | $734K | Hold |
3,343
| – | – | 0.15% | 70 |
|
|
2020
Q2 | $617K | Hold |
3,343
| – | – | 0.15% | 64 |
|
|
2020
Q1 | $553K | Hold |
3,343
| – | – | 0.14% | 55 |
|
|
2019
Q4 | $661K | Hold |
3,343
| – | – | 0.14% | 64 |
|
|
2019
Q3 | $718K | Hold |
3,343
| – | – | 0.16% | 58 |
|
|
2019
Q2 | $694K | Hold |
3,343
| – | – | 0.16% | 58 |
|
|
2019
Q1 | $635K | Sell |
3,343
-300
| -8% | -$57K | 0.15% | 56 |
|
|
2018
Q4 | $647K | Hold |
3,643
| – | – | 0.18% | 52 |
|
|
2018
Q3 | $609K | Hold |
3,643
| – | – | 0.15% | 49 |
|
|
2018
Q2 | $571K | Sell |
3,643
-75
| -2% | -$11.8K | 0.15% | 47 |
|
|
2018
Q1 | $581K | Sell |
3,718
-60
| -2% | -$9.38K | 0.15% | 48 |
|
|
2017
Q4 | $650K | Sell |
3,778
-57
| -1% | -$9.81K | 0.18% | 48 |
|
|
2017
Q3 | $601K | Sell |
3,835
-6
| -0.2% | -$940 | 0.17% | 47 |
|
|
2017
Q2 | $588K | Sell |
3,841
-11
| -0.3% | -$1.68K | 0.17% | 51 |
|
|
2017
Q1 | $499K | Hold |
3,852
| – | – | 0.16% | 54 |
|
|
2016
Q4 | $469K | Buy |
3,852
+97
| +3% | +$11.8K | 0.17% | 49 |
|
|
2016
Q3 | $433K | Sell |
3,755
-94
| -2% | -$10.8K | 0.16% | 50 |
|
|
2016
Q2 | $463K | Buy |
3,849
+203
| +6% | +$24.4K | 0.17% | 53 |
|
|
2016
Q1 | $458K | Hold |
3,646
| – | – | 0.19% | 50 |
|
|
2015
Q4 | $431K | Hold |
3,646
| – | – | 0.17% | 59 |
|
|
2015
Q3 | $359K | Hold |
3,646
| – | – | 0.16% | 50 |
|
|
2015
Q2 | $347K | Hold |
3,646
| – | – | 0.14% | 52 |
|
|
2015
Q1 | $355K | Sell |
3,646
-80
| -2% | -$7.79K | 0.15% | 48 |
|
|
2014
Q4 | $349K | Buy |
+3,726
| New | +$349K | 0.16% | 46 |
|