Oakworth Capital’s McDonald's MCD Stock Holding History

Oakworth Capital’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.57M	Sell	5,370 -180	-3%	-$52.6K	0.1%	57
2025 Q1	$1.73M	Buy	5,550 +682	+14%	+$213K	0.12%	54
2024 Q4	$1.41M	Buy	4,868 +221	+5%	+$64.1K	0.1%	64
2024 Q3	$1.42M	Buy	4,647 +538	+13%	+$164K	0.1%	65
2024 Q2	$1.05M	Buy	4,109 +53	+1%	+$13.5K	0.08%	77
2024 Q1	$1.14M	Sell	4,056 -23	-0.6%	-$6.49K	0.09%	72
2023 Q4	$1.21M	Buy	4,079 +100	+3%	+$29.7K	0.1%	64
2023 Q3	$1.05M	Sell	3,979 -311	-7%	-$81.9K	0.1%	63
2023 Q2	$1.28M	Sell	4,290 -245	-5%	-$73.1K	0.11%	55
2023 Q1	$1.27M	Sell	4,535 -80	-2%	-$22.4K	0.11%	54
2022 Q4	$1.22M	Sell	4,615 -73	-2%	-$19.2K	0.12%	54
2022 Q3	$1.08M	Sell	4,688 -75	-2%	-$17.3K	0.12%	58
2022 Q2	$1.18M	Sell	4,763 -79	-2%	-$19.5K	0.12%	59
2022 Q1	$1.2M	Buy	4,842 +72	+2%	+$17.8K	0.1%	62
2021 Q4	$1.28M	Buy	4,770 +383	+9%	+$103K	0.11%	59
2021 Q3	$1.06M	Sell	4,387 -50	-1%	-$12.1K	0.1%	65
2021 Q2	$1.03M	Sell	4,437 -216	-5%	-$49.9K	0.1%	64
2021 Q1	$1.04M	Buy	4,653 +34	+0.7%	+$7.62K	0.12%	61
2020 Q4	$991K	Sell	4,619 -157	-3%	-$33.7K	0.13%	57
2020 Q3	$1.05M	Buy	4,776 +21	+0.4%	+$4.61K	0.17%	49
2020 Q2	$877K	Sell	4,755 -26	-0.5%	-$4.8K	0.16%	52
2020 Q1	$790K	Buy	4,781 +458	+11%	+$75.7K	0.19%	50
2019 Q4	$890K	Buy	4,323 +465	+12%	+$95.7K	0.16%	51
2019 Q3	$829K	Sell	3,858 -1,110	-22%	-$239K	0.16%	51
2019 Q2	$1.03M	Sell	4,968 -188	-4%	-$39.1K	0.2%	50
2019 Q1	$979K	Sell	5,156 -55	-1%	-$10.4K	0.2%	49
2018 Q4	$926K	Sell	5,211 -95	-2%	-$16.9K	0.21%	45
2018 Q3	$888K	Buy	5,306 +496	+10%	+$83K	0.18%	54
2018 Q2	$754K	Buy	4,810 +20	+0.4%	+$3.14K	0.16%	59
2018 Q1	$802K	Sell	4,790 -14	-0.3%	-$2.34K	0.19%	50
2017 Q4	$827K	Sell	4,804 -98	-2%	-$16.9K	0.19%	57
2017 Q3	$784K	Buy	4,902 +100	+2%	+$16K	0.2%	57
2017 Q2	$736K	Sell	4,802 -175	-4%	-$26.8K	0.2%	56
2017 Q1	$645K	Buy	4,977 +355	+8%	+$46K	0.19%	63
2016 Q4	$551K	Buy	4,622 +1,013	+28%	+$121K	0.18%	73
2016 Q3	$417K	Sell	3,609 -222	-6%	-$25.7K	0.14%	84
2016 Q2	$468K	Buy	3,831 +1,193	+45%	+$146K	0.18%	75
2016 Q1	$332K	Buy	2,638 +605	+30%	+$76.1K	0.13%	93
2015 Q4	$240K	Sell	2,033 -117	-5%	-$13.8K	0.1%	110
2015 Q3	$212K	Hold	2,150	–	–	0.11%	75
2015 Q2	$215K	Sell	2,150 -1,677	-44%	-$168K	0.1%	84
2015 Q1	$369K	Sell	3,827 -54	-1%	-$5.21K	0.17%	65
2014 Q4	$364K	Buy	3,881 +1,484	+62%	+$139K	0.19%	65
2014 Q3	$225K	Sell	2,397 -1,692	-41%	-$159K	0.13%	67
2014 Q2	$412K	Hold	4,089	–	–	0.25%	44
2014 Q1	$401K	Buy	4,089 +2,269	+125%	+$223K	0.26%	44
2013 Q4	$177K	Buy	+1,820	New	+$177K	0.13%	59