Nelson Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Hold |
|
|||||
|
2025
Q1 | $275K | Hold |
|
|||||
|
2024
Q4 | $255K | Hold |
|
|||||
|
2024
Q3 | $268K | Buy |
|
|||||
|
2024
Q2 | $208K | Sell |
|
|||||
|
2024
Q1 | $251K | Hold |
|
|||||
|
2023
Q4 | $264K | Hold |
|
|||||
|
2023
Q3 | $234K | Hold |
|
|||||
|
2023
Q2 | $266K | Hold |
|
|||||
|
2023
Q1 | $249K | Hold |
|
|||||
|
2022
Q4 | $235K | Hold |
|
|||||
|
2022
Q3 | $205K | Sell |
|
|||||
|
2022
Q2 | $221K | Hold |
|
|||||
|
2022
Q1 | $221K | Sell |
|
|||||
|
2021
Q4 | $242K | Hold |
|
|||||
|
2021
Q3 | $217K | Sell |
|
|||||
|
2021
Q2 | $222K | Sell |
|
|||||
|
2021
Q1 | $218K | Sell |
|
|||||
|
2020
Q4 | $329K | Sell |
|
|||||
|
2020
Q3 | $344K | Hold |
|
|||||
|
2020
Q2 | $289K | Sell |
|
|||||
|
2020
Q1 | $292K | Buy |
|
|||||
|
2019
Q4 | $343K | Sell |
|
|||||
|
2019
Q3 | $394K | Sell |
|
|||||
|
2019
Q2 | $421K | Hold |
|
|||||
|
2019
Q1 | $385K | Sell |
|
|||||
|
2018
Q4 | $363K | Buy |
|
|||||
|
2018
Q3 | $323K | Buy |
|
|||||
|
2018
Q2 | $300K | Sell |
|
|||||
|
2018
Q1 | $506K | Hold |
|
|||||
|
2017
Q4 | $557K | Buy |
|
|||||
|
2017
Q3 | $492K | Sell |
|
|||||
|
2017
Q2 | $523K | Hold |
|
|||||
|
2017
Q1 | $443K | Hold |
|
|||||
|
2016
Q4 | $416K | Hold |
|
|||||
|
2016
Q3 | $394K | Buy |
|
|||||
|
2016
Q2 | $319K | Buy |
|
|||||
|
2016
Q1 | $332K | Sell |
|
|||||
|
2015
Q4 | $359K | Sell |
|
|||||
|
2015
Q3 | $354K | Sell |
|
|||||
|
2015
Q2 | $351K | Sell |
|
|||||
|
2015
Q1 | $602K | Sell |
|
|||||
|
2014
Q4 | $855K | Buy |
|
|||||
|
2014
Q3 | $865K | Sell |
|
|||||
|
2014
Q2 | $980K | Sell |
|
|||||
|
2014
Q1 | $964K | Buy |
|
|||||
|
2013
Q4 | $944K | Sell |
|
|||||
|
2013
Q3 | $1M | Sell |
|
|||||
|
2013
Q2 | $1.12M | Buy |
|