NPPM
North Point Portfolio Managers’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Hold |
2,543
| – | – | 0.13% | 47 |
|
|
2025
Q1 | $794K | Buy |
2,543
+689
| +37% | +$215K | 0.14% | 45 |
|
|
2024
Q4 | $537K | Sell |
1,854
-1,419
| -43% | -$411K | 0.09% | 50 |
|
|
2024
Q3 | $997K | Buy |
3,273
+1,299
| +66% | +$396K | 0.16% | 47 |
|
|
2024
Q2 | $503K | Buy |
1,974
+419
| +27% | +$107K | 0.09% | 50 |
|
|
2024
Q1 | $438K | Hold |
1,555
| – | – | 0.07% | 49 |
|
|
2023
Q4 | $461K | Buy |
1,555
+100
| +7% | +$29.7K | 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% | -$83K | 0.06% | 49 |
|
|
2022
Q3 | $408K | Sell |
1,770
-315
| -15% | -$72.6K | 0.08% | 48 |
|
|
2022
Q2 | $515K | Hold |
2,085
| – | – | 0.09% | 46 |
|
|
2022
Q1 | $516K | Sell |
2,085
-10
| -0.5% | -$2.48K | 0.08% | 47 |
|
|
2021
Q4 | $562K | Buy |
2,095
+28
| +1% | +$7.51K | 0.07% | 46 |
|
|
2021
Q3 | $498K | Buy |
2,067
+177
| +9% | +$42.6K | 0.07% | 46 |
|
|
2021
Q2 | $437K | Buy |
1,890
+53
| +3% | +$12.3K | 0.06% | 50 |
|
|
2021
Q1 | $412K | Buy |
1,837
+720
| +64% | +$161K | 0.06% | 50 |
|
|
2020
Q4 | $240K | Hold |
1,117
| – | – | 0.04% | 66 |
|
|
2020
Q3 | $245K | Buy |
1,117
+30
| +3% | +$6.58K | 0.04% | 57 |
|
|
2020
Q2 | $201K | Buy |
+1,087
| New | +$201K | 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 | +$206K | 0.04% | 72 |
|
|
2018
Q1 | – | Sell |
-1,206
| Closed | -$208K | – | 85 |
|
|
2017
Q4 | $208K | Buy |
+1,206
| New | +$208K | 0.04% | 81 |
|