Naples Global Advisors’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 | $5.39M | Buy |
18,456
+132
| +0.7% | +$38.6K | 0.46% | 67 |
|
|
2025
Q1 | $5.72M | Sell |
18,324
-113
| -0.6% | -$35.3K | 0.54% | 54 |
|
|
2024
Q4 | $5.34M | Buy |
18,437
+56
| +0.3% | +$16.2K | 0.5% | 57 |
|
|
2024
Q3 | $5.6M | Sell |
18,381
-89
| -0.5% | -$27.1K | 0.52% | 58 |
|
|
2024
Q2 | $4.71M | Buy |
18,470
+193
| +1% | +$49.2K | 0.47% | 62 |
|
|
2024
Q1 | $5.15M | Buy |
18,277
+147
| +0.8% | +$41.4K | 0.53% | 56 |
|
|
2023
Q4 | $5.38M | Buy |
18,130
+62
| +0.3% | +$18.4K | 0.59% | 49 |
|
|
2023
Q3 | $4.76M | Sell |
18,068
-55
| -0.3% | -$14.5K | 0.58% | 50 |
|
|
2023
Q2 | $5.41M | Buy |
18,123
+249
| +1% | +$74.3K | 0.63% | 42 |
|
|
2023
Q1 | $5M | Sell |
17,874
-255
| -1% | -$71.3K | 0.62% | 39 |
|
|
2022
Q4 | $4.78M | Sell |
18,129
-15
| -0.1% | -$3.95K | 0.61% | 43 |
|
|
2022
Q3 | $4.19M | Sell |
18,144
-115
| -0.6% | -$26.5K | 0.58% | 46 |
|
|
2022
Q2 | $4.51M | Buy |
18,259
+429
| +2% | +$106K | 0.59% | 45 |
|
|
2022
Q1 | $4.41M | Buy |
17,830
+100
| +0.6% | +$24.7K | 0.51% | 52 |
|
|
2021
Q4 | $4.75M | Buy |
17,730
+40
| +0.2% | +$10.7K | 0.55% | 48 |
|
|
2021
Q3 | $4.27M | Buy |
17,690
+400
| +2% | +$96.4K | 0.56% | 47 |
|
|
2021
Q2 | $3.99M | Buy |
17,290
+42
| +0.2% | +$9.7K | 0.56% | 47 |
|
|
2021
Q1 | $3.87M | Sell |
17,248
-90
| -0.5% | -$20.2K | 0.59% | 44 |
|
|
2020
Q4 | $3.72M | Sell |
17,338
-89
| -0.5% | -$19.1K | 0.63% | 41 |
|
|
2020
Q3 | $3.83M | Buy |
17,427
+108
| +0.6% | +$23.7K | 0.75% | 28 |
|
|
2020
Q2 | $3.2M | Buy |
17,319
+405
| +2% | +$74.7K | 0.69% | 37 |
|
|
2020
Q1 | $2.8M | Buy |
16,914
+382
| +2% | +$63.2K | 0.73% | 31 |
|
|
2019
Q4 | $3.27M | Buy |
16,532
+907
| +6% | +$179K | 0.69% | 34 |
|
|
2019
Q3 | $3.36M | Sell |
15,625
-136
| -0.9% | -$29.2K | 0.78% | 26 |
|
|
2019
Q2 | $3.27M | Buy |
15,761
+39
| +0.2% | +$8.1K | 0.8% | 28 |
|
|
2019
Q1 | $2.99M | Sell |
15,722
-200
| -1% | -$38K | 0.76% | 30 |
|
|
2018
Q4 | $2.89M | Buy |
15,922
+275
| +2% | +$49.9K | 0.82% | 26 |
|
|
2018
Q3 | $2.62M | Buy |
15,647
+141
| +0.9% | +$23.6K | 0.69% | 37 |
|
|
2018
Q2 | $2.43M | Sell |
15,506
-29
| -0.2% | -$4.55K | 0.68% | 38 |
|
|
2018
Q1 | $2.43M | Buy |
15,535
+217
| +1% | +$33.9K | 0.72% | 35 |
|
|
2017
Q4 | $2.64M | Buy |
15,318
+1,390
| +10% | +$239K | 0.78% | 31 |
|
|
2017
Q3 | $2.18M | Buy |
13,928
+387
| +3% | +$60.6K | 0.73% | 33 |
|
|
2017
Q2 | $2.07M | Buy |
13,541
+1
| +0% | +$153 | 0.74% | 30 |
|
|
2017
Q1 | $1.76M | Sell |
13,540
-59
| -0.4% | -$7.65K | 0.63% | 37 |
|
|
2016
Q4 | $1.66M | Sell |
13,599
-99
| -0.7% | -$12K | 0.64% | 36 |
|
|
2016
Q3 | $1.58M | Buy |
13,698
+1
| +0% | +$115 | 0.62% | 42 |
|
|
2016
Q2 | $1.65M | Sell |
13,697
-174
| -1% | -$20.9K | 0.67% | 36 |
|
|
2016
Q1 | $1.74M | Sell |
13,871
-474
| -3% | -$59.6K | 0.73% | 28 |
|
|
2015
Q4 | $1.7M | Sell |
14,345
-150
| -1% | -$17.7K | 0.82% | 24 |
|
|
2015
Q3 | $1.43M | Sell |
14,495
-81
| -0.6% | -$7.98K | 0.73% | 33 |
|
|
2015
Q2 | $1.39M | Buy |
14,576
+543
| +4% | +$51.6K | 0.67% | 33 |
|
|
2015
Q1 | $1.37M | Buy |
14,033
+114
| +0.8% | +$11.1K | 0.65% | 36 |
|
|
2014
Q4 | $1.3M | Buy |
13,919
+726
| +6% | +$68K | 0.69% | 36 |
|
|
2014
Q3 | $1.25M | Buy |
13,193
+1,086
| +9% | +$103K | 0.74% | 29 |
|
|
2014
Q2 | $1.22M | Sell |
12,107
-24
| -0.2% | -$2.42K | 0.72% | 26 |
|
|
2014
Q1 | $1.19M | Buy |
12,131
+339
| +3% | +$33.2K | 0.73% | 22 |
|
|
2013
Q4 | $1.14M | Buy |
+11,792
| New | +$1.14M | 0.76% | 17 |
|