Novare Capital Management’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 | $337K | Sell |
1,155
-33
| -3% | -$9.64K | 0.03% | 156 |
|
|
2025
Q1 | $371K | Buy |
1,188
+198
| +20% | +$61.8K | 0.03% | 148 |
|
|
2024
Q4 | $287K | Sell |
990
-119
| -11% | -$34.5K | 0.02% | 164 |
|
|
2024
Q3 | $338K | Hold |
1,109
| – | – | 0.03% | 150 |
|
|
2024
Q2 | $283K | Sell |
1,109
-140
| -11% | -$35.7K | 0.03% | 152 |
|
|
2024
Q1 | $352K | Hold |
1,249
| – | – | 0.03% | 140 |
|
|
2023
Q4 | $370K | Sell |
1,249
-206
| -14% | -$61.1K | 0.04% | 137 |
|
|
2023
Q3 | $383K | Hold |
1,455
| – | – | 0.04% | 134 |
|
|
2023
Q2 | $434K | Buy |
1,455
+76
| +6% | +$22.7K | 0.05% | 132 |
|
|
2023
Q1 | $386K | Sell |
1,379
-64
| -4% | -$17.9K | 0.04% | 135 |
|
|
2022
Q4 | $380K | Sell |
1,443
-81
| -5% | -$21.4K | 0.04% | 134 |
|
|
2022
Q3 | $352K | Sell |
1,524
-1,335
| -47% | -$308K | 0.05% | 129 |
|
|
2022
Q2 | $706K | Buy |
2,859
+394
| +16% | +$97.3K | 0.09% | 108 |
|
|
2022
Q1 | $610K | Buy |
2,465
+780
| +46% | +$193K | 0.07% | 116 |
|
|
2021
Q4 | $452K | Sell |
1,685
-5
| -0.3% | -$1.34K | 0.05% | 117 |
|
|
2021
Q3 | $408K | Sell |
1,690
-20
| -1% | -$4.83K | 0.05% | 114 |
|
|
2021
Q2 | $395K | Buy |
1,710
+261
| +18% | +$60.3K | 0.04% | 115 |
|
|
2021
Q1 | $325K | Sell |
1,449
-25,697
| -95% | -$5.76M | 0.04% | 119 |
|
|
2020
Q4 | $5.83M | Sell |
27,146
-210
| -0.8% | -$45.1K | 0.76% | 64 |
|
|
2020
Q3 | $6M | Buy |
27,356
+24
| +0.1% | +$5.27K | 0.85% | 51 |
|
|
2020
Q2 | $5.04M | Buy |
27,332
+1,154
| +4% | +$213K | 0.75% | 63 |
|
|
2020
Q1 | $4.33M | Sell |
26,178
-1,260
| -5% | -$208K | 0.76% | 57 |
|
|
2019
Q4 | $5.42M | Sell |
27,438
-540
| -2% | -$107K | 0.76% | 63 |
|
|
2019
Q3 | $6.01M | Sell |
27,978
-1,147
| -4% | -$246K | 0.89% | 46 |
|
|
2019
Q2 | $6.05M | Sell |
29,125
-199
| -0.7% | -$41.3K | 0.92% | 48 |
|
|
2019
Q1 | $5.57M | Sell |
29,324
-554
| -2% | -$105K | 0.87% | 54 |
|
|
2018
Q4 | $5.31M | Buy |
29,878
+1,114
| +4% | +$198K | 0.97% | 43 |
|
|
2018
Q3 | $4.52M | Hold |
28,764
| – | – | 0.72% | 55 |
|
|
2018
Q2 | $4.51M | Buy |
28,764
+240
| +0.8% | +$37.6K | 0.77% | 53 |
|
|
2018
Q1 | $4.46M | Sell |
28,524
-640
| -2% | -$100K | 0.78% | 59 |
|
|
2017
Q4 | $5.02M | Sell |
29,164
-455
| -2% | -$78.3K | 0.85% | 52 |
|
|
2017
Q3 | $4.64M | Buy |
+29,619
| New | +$4.64M | 0.82% | 54 |
|
|
2014
Q1 | – | Sell |
-2,083
| Closed | -$202K | – | 122 |
|
|
2013
Q4 | $202K | Sell |
2,083
-125
| -6% | -$12.1K | 0.06% | 119 |
|
|
2013
Q3 | $212K | Hold |
2,208
| – | – | 0.07% | 112 |
|
|
2013
Q2 | $219K | Buy |
+2,208
| New | +$219K | 0.07% | 107 |
|