NCM
Next Capital Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
4,684
+657
| +16% | +$192K | 0.51% | 42 |
|
|
2025
Q1 | $1.26M | Sell |
4,027
-445
| -10% | -$139K | 0.6% | 39 |
|
|
2024
Q4 | $1.3M | Buy |
4,472
+176
| +4% | +$51K | 0.52% | 41 |
|
|
2024
Q3 | $1.31M | Sell |
4,296
-13
| -0.3% | -$3.96K | 0.53% | 42 |
|
|
2024
Q2 | $1.1M | Sell |
4,309
-76
| -2% | -$19.4K | 0.46% | 49 |
|
|
2024
Q1 | $1.24M | Buy |
4,385
+270
| +7% | +$76.1K | 0.5% | 42 |
|
|
2023
Q4 | $1.22M | Buy |
4,115
+197
| +5% | +$58.4K | 0.52% | 39 |
|
|
2023
Q3 | $1.03M | Buy |
3,918
+81
| +2% | +$21.3K | 0.46% | 44 |
|
|
2023
Q2 | $1.14M | Hold |
3,837
| – | – | 0.53% | 39 |
|
|
2023
Q1 | $1.07M | Hold |
3,837
| – | – | 0.52% | 40 |
|
|
2022
Q4 | $1.01M | Sell |
3,837
-9
| -0.2% | -$2.37K | 0.55% | 40 |
|
|
2022
Q3 | $887K | Buy |
3,846
+40
| +1% | +$9.23K | 0.67% | 36 |
|
|
2022
Q2 | $939K | Buy |
3,806
+9
| +0.2% | +$2.22K | 0.68% | 38 |
|
|
2022
Q1 | $939K | Buy |
+3,797
| New | +$939K | 0.63% | 38 |
|
|
2021
Q2 | – | Sell |
-3,936
| Closed | -$882K | – | 113 |
|
|
2021
Q1 | $882K | Sell |
3,936
-613
| -13% | -$137K | 0.57% | 41 |
|
|
2020
Q4 | $976K | Buy |
+4,549
| New | +$976K | 0.69% | 34 |
|
|
2019
Q3 | – | Sell |
-196
| Closed | -$41K | – | 570 |
|
|
2019
Q2 | $41K | Buy |
+196
| New | +$41K | 0.03% | 181 |
|