Obermeyer Wealth Partners’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 | $2.13M | Sell |
7,303
-49
| -0.7% | -$14.3K | 0.11% | 74 |
|
|
2025
Q1 | $2.3M | Buy |
7,352
+766
| +12% | +$239K | 0.12% | 62 |
|
|
2024
Q4 | $1.91M | Sell |
6,586
-414
| -6% | -$120K | 0.1% | 71 |
|
|
2024
Q3 | $2.13M | Sell |
7,000
-1,573
| -18% | -$479K | 0.11% | 70 |
|
|
2024
Q2 | $2.18M | Sell |
8,573
-104,051
| -92% | -$26.5M | 0.13% | 65 |
|
|
2024
Q1 | $31.8M | Sell |
112,624
-48,924
| -30% | -$13.8M | 1.87% | 19 |
|
|
2023
Q4 | $47.9M | Sell |
161,548
-3,677
| -2% | -$1.09M | 3.27% | 9 |
|
|
2023
Q3 | $43.5M | Sell |
165,225
-2,909
| -2% | -$766K | 3.24% | 9 |
|
|
2023
Q2 | $50.2M | Sell |
168,134
-5,881
| -3% | -$1.75M | 3.61% | 8 |
|
|
2023
Q1 | $48.9M | Sell |
174,015
-3,938
| -2% | -$1.11M | 3.64% | 7 |
|
|
2022
Q4 | $46.9M | Sell |
177,953
-4,977
| -3% | -$1.31M | 3.55% | 7 |
|
|
2022
Q3 | $42.2M | Sell |
182,930
-5,286
| -3% | -$1.22M | 3.42% | 7 |
|
|
2022
Q2 | $46.5M | Sell |
188,216
-483
| -0.3% | -$119K | 3.41% | 8 |
|
|
2022
Q1 | $46.7M | Sell |
188,699
-1,064
| -0.6% | -$263K | 2.79% | 13 |
|
|
2021
Q4 | $50.9M | Buy |
189,763
+6,410
| +3% | +$1.72M | 2.72% | 18 |
|
|
2021
Q3 | $44.2M | Buy |
183,353
+2,061
| +1% | +$497K | 2.45% | 22 |
|
|
2021
Q2 | $41.9M | Buy |
181,292
+3,322
| +2% | +$767K | 2.33% | 24 |
|
|
2021
Q1 | $39.9M | Buy |
177,970
+5,415
| +3% | +$1.21M | 2.45% | 24 |
|
|
2020
Q4 | $37M | Buy |
172,555
+1,327
| +0.8% | +$285K | 2.46% | 23 |
|
|
2020
Q3 | $37.6M | Buy |
171,228
+6,339
| +4% | +$1.39M | 2.81% | 17 |
|
|
2020
Q2 | $30.4M | Buy |
164,889
+46,945
| +40% | +$8.66M | 2.57% | 21 |
|
|
2020
Q1 | $19.5M | Sell |
117,944
-6,404
| -5% | -$1.06M | 2.08% | 26 |
|
|
2019
Q4 | $24.6M | Sell |
124,348
-3,150
| -2% | -$622K | 2.18% | 25 |
|
|
2019
Q3 | $27.4M | Sell |
127,498
-31,058
| -20% | -$6.67M | 2.53% | 21 |
|
|
2019
Q2 | $32.9M | Sell |
158,556
-3,165
| -2% | -$657K | 2.96% | 16 |
|
|
2019
Q1 | $30.7M | Sell |
161,721
-7,832
| -5% | -$1.49M | 2.89% | 19 |
|
|
2018
Q4 | $30.1M | Sell |
169,553
-70,585
| -29% | -$12.5M | 3.05% | 15 |
|
|
2018
Q3 | $40.2M | Sell |
240,138
-12,239
| -5% | -$2.05M | 3.4% | 10 |
|
|
2018
Q2 | $39.5M | Sell |
252,377
-14,289
| -5% | -$2.24M | 3.52% | 10 |
|
|
2018
Q1 | $41.7M | Sell |
266,666
-33,382
| -11% | -$5.22M | 3.78% | 10 |
|
|
2017
Q4 | $51.6M | Sell |
300,048
-3,674
| -1% | -$632K | 4.49% | 6 |
|
|
2017
Q3 | $47.6M | Sell |
303,722
-27,454
| -8% | -$4.3M | 4.12% | 6 |
|
|
2017
Q2 | $50.7M | Sell |
331,176
-15,237
| -4% | -$2.33M | 4.5% | 4 |
|
|
2017
Q1 | $44.9M | Sell |
346,413
-59,620
| -15% | -$7.73M | 4.13% | 6 |
|
|
2016
Q4 | $49.4M | Sell |
406,033
-21,314
| -5% | -$2.59M | 4.73% | 5 |
|
|
2016
Q3 | $49.3M | Sell |
427,347
-13,876
| -3% | -$1.6M | 4.73% | 5 |
|
|
2016
Q2 | $53.1M | Sell |
441,223
-12,325
| -3% | -$1.48M | 5.28% | 3 |
|
|
2016
Q1 | $57M | Buy |
453,548
+6,420
| +1% | +$807K | 5.28% | 3 |
|
|
2015
Q4 | $52.8M | Buy |
447,128
+894
| +0.2% | +$106K | 4.82% | 5 |
|
|
2015
Q3 | $44M | Buy |
+446,234
| New | +$44M | 4.63% | 7 |
|
|
2013
Q3 | – | Sell |
-230
| Closed | -$23K | – | 186 |
|
|
2013
Q2 | $23K | Buy |
+230
| New | +$23K | 0.01% | 182 |
|