North Point Portfolio Managers’s McDonald's MCD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$790K	Hold	2,543	–	–	0.14%	47
2025 Q4	$777K	Hold	2,543	–	–	0.13%	46
2025 Q3	$773K	Hold	2,543	–	–	0.13%	46
2025 Q2	$743K	Hold	2,543	–	–	0.13%	47
2025 Q1	$794K	Buy	2,543 +689	+37%	+$206K	0.14%	45
2024 Q4	$537K	Sell	1,854 -1,419	-43%	-$423K	0.09%	50
2024 Q3	$997K	Buy	3,273 +1,299	+66%	+$358K	0.16%	47
2024 Q2	$503K	Buy	1,974 +419	+27%	+$111K	0.09%	50
2024 Q1	$438K	Hold	1,555	–	–	0.07%	49
2023 Q4	$461K	Buy	1,555 +100	+7%	+$27.2K	0.08%	47
2023 Q3	$383K	Hold	1,455	–	–	0.08%	45
2023 Q2	$434K	Hold	1,455	–	–	0.09%	44
2023 Q1	$407K	Hold	1,455	–	–	0.06%	48
2022 Q4	$383K	Sell	1,455 -315	-18%	-$83.1K	0.06%	49
2022 Q3	$408K	Sell	1,770 -315	-15%	-$80.5K	0.08%	48
2022 Q2	$515K	Hold	2,085	–	–	0.09%	46
2022 Q1	$516K	Sell	2,085 -10	-0.5%	-$2.49K	0.08%	47
2021 Q4	$562K	Buy	2,095 +28	+1%	+$7.07K	0.07%	46
2021 Q3	$498K	Buy	2,067 +177	+9%	+$42.2K	0.07%	46
2021 Q2	$437K	Buy	1,890 +53	+3%	+$12.3K	0.06%	50
2021 Q1	$412K	Buy	1,837 +720	+64%	+$154K	0.06%	50
2020 Q4	$240K	Hold	1,117	–	–	0.04%	66
2020 Q3	$245K	Buy	1,117 +30	+3%	+$6.16K	0.04%	57
2020 Q2	$201K	Buy	+1,087	New	+$199K	0.04%	65
2020 Q1	–	Sell	-1,087	Closed	-$215K	–	71
2019 Q4	$215K	Hold	1,087	–	–	0.04%	70
2019 Q3	$233K	Hold	1,087	–	–	0.04%	60
2019 Q2	$226K	Hold	1,087	–	–	0.04%	65
2019 Q1	$206K	Buy	+1,087	New	+$197K	0.04%	72
2018 Q1	–	Sell	-1,206	Closed	-$208K	–	85
2017 Q4	$208K	Buy	+1,206	New	+$203K	0.04%	81