Oppenheimer Asset 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 | $4.22M | Buy |
14,438
+46
| +0.3% | +$13.4K | 0.05% | 379 |
|
2025
Q1 | $4.5M | Buy |
14,392
+164
| +1% | +$51.2K | 0.06% | 335 |
|
2024
Q4 | $4.12M | Sell |
14,228
-185
| -1% | -$53.6K | 0.05% | 358 |
|
2024
Q3 | $4.39M | Buy |
14,413
+272
| +2% | +$82.8K | 0.05% | 357 |
|
2024
Q2 | $3.6M | Sell |
14,141
-2,518
| -15% | -$642K | 0.05% | 385 |
|
2024
Q1 | $4.7M | Sell |
16,659
-1,242
| -7% | -$350K | 0.07% | 298 |
|
2023
Q4 | $5.31M | Sell |
17,901
-148
| -0.8% | -$43.9K | 0.07% | 289 |
|
2023
Q3 | $4.75M | Sell |
18,049
-1,305
| -7% | -$344K | 0.07% | 291 |
|
2023
Q2 | $5.78M | Sell |
19,354
-2,860
| -13% | -$853K | 0.08% | 264 |
|
2023
Q1 | $6.21M | Sell |
22,214
-547
| -2% | -$153K | 0.1% | 235 |
|
2022
Q4 | $6M | Buy |
22,761
+813
| +4% | +$214K | 0.1% | 231 |
|
2022
Q3 | $5.06M | Buy |
21,948
+4,278
| +24% | +$987K | 0.09% | 244 |
|
2022
Q2 | $4.36M | Buy |
17,670
+260
| +1% | +$64.2K | 0.07% | 279 |
|
2022
Q1 | $4.31M | Sell |
17,410
-2,354
| -12% | -$582K | 0.06% | 322 |
|
2021
Q4 | $5.3M | Buy |
19,764
+9,501
| +93% | +$2.55M | 0.07% | 300 |
|
2021
Q3 | $2.48M | Buy |
10,263
+119
| +1% | +$28.7K | 0.04% | 466 |
|
2021
Q2 | $2.34M | Buy |
10,144
+304
| +3% | +$70.2K | 0.03% | 478 |
|
2021
Q1 | $2.21M | Sell |
9,840
-20,019
| -67% | -$4.49M | 0.03% | 484 |
|
2020
Q4 | $6.41M | Buy |
29,859
+1,118
| +4% | +$240K | 0.11% | 224 |
|
2020
Q3 | $6.31M | Sell |
28,741
-236
| -0.8% | -$51.8K | 0.12% | 191 |
|
2020
Q2 | $5.35M | Sell |
28,977
-2,981
| -9% | -$550K | 0.11% | 220 |
|
2020
Q1 | $5.28M | Buy |
31,958
+15,870
| +99% | +$2.62M | 0.13% | 185 |
|
2019
Q4 | $3.18M | Sell |
16,088
-2,131
| -12% | -$421K | 0.07% | 311 |
|
2019
Q3 | $3.91M | Buy |
18,219
+1,488
| +9% | +$319K | 0.09% | 268 |
|
2019
Q2 | $3.48M | Buy |
16,731
+308
| +2% | +$64K | 0.08% | 287 |
|
2019
Q1 | $3.12M | Sell |
16,423
-2,457
| -13% | -$466K | 0.07% | 308 |
|
2018
Q4 | $3.35M | Buy |
18,880
+1,673
| +10% | +$297K | 0.08% | 260 |
|
2018
Q3 | $2.88M | Sell |
17,207
-947
| -5% | -$158K | 0.06% | 326 |
|
2018
Q2 | $2.84M | Buy |
18,154
+2,669
| +17% | +$418K | 0.07% | 319 |
|
2018
Q1 | $2.42M | Buy |
15,485
+2,949
| +24% | +$461K | 0.06% | 335 |
|
2017
Q4 | $1.96M | Hold |
12,536
| – | – | 0.05% | 376 |
|
2017
Q3 | $1.96M | Sell |
12,536
-19,118
| -60% | -$3M | 0.05% | 378 |
|
2017
Q2 | $4.85M | Buy |
31,654
+928
| +3% | +$142K | 0.13% | 178 |
|
2017
Q1 | $3.98M | Buy |
+30,726
| New | +$3.98M | 0.11% | 209 |
|