Oppenheimer & Co’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 | $17.5M | Sell |
60,001
-427
| -0.7% | -$125K | 0.23% | 79 |
|
2025
Q1 | $18.9M | Buy |
60,428
+6,531
| +12% | +$2.04M | 0.29% | 66 |
|
2024
Q4 | $15.6M | Buy |
53,897
+1,164
| +2% | +$337K | 0.23% | 78 |
|
2024
Q3 | $16.1M | Sell |
52,733
-571
| -1% | -$174K | 0.24% | 76 |
|
2024
Q2 | $13.6M | Sell |
53,304
-5,365
| -9% | -$1.37M | 0.22% | 94 |
|
2024
Q1 | $16.5M | Buy |
58,669
+2,272
| +4% | +$641K | 0.27% | 74 |
|
2023
Q4 | $16.7M | Buy |
56,397
+1,590
| +3% | +$471K | 0.31% | 61 |
|
2023
Q3 | $14.4M | Buy |
54,807
+1,120
| +2% | +$295K | 0.3% | 63 |
|
2023
Q2 | $16M | Buy |
53,687
+1,547
| +3% | +$462K | 0.32% | 60 |
|
2023
Q1 | $14.6M | Sell |
52,140
-851
| -2% | -$238K | 0.31% | 65 |
|
2022
Q4 | $14M | Buy |
52,991
+1,508
| +3% | +$397K | 0.32% | 64 |
|
2022
Q3 | $11.9M | Buy |
51,483
+5,857
| +13% | +$1.35M | 0.28% | 70 |
|
2022
Q2 | $11.3M | Buy |
45,626
+3,050
| +7% | +$753K | 0.24% | 82 |
|
2022
Q1 | $10.5M | Buy |
42,576
+236
| +0.6% | +$58.4K | 0.19% | 112 |
|
2021
Q4 | $11.4M | Sell |
42,340
-2,189
| -5% | -$587K | 0.2% | 105 |
|
2021
Q3 | $10.7M | Buy |
44,529
+2,405
| +6% | +$580K | 0.2% | 105 |
|
2021
Q2 | $9.73M | Sell |
42,124
-3,260
| -7% | -$753K | 0.17% | 120 |
|
2021
Q1 | $10.2M | Sell |
45,384
-1,323
| -3% | -$297K | 0.2% | 112 |
|
2020
Q4 | $10M | Buy |
46,707
+5,631
| +14% | +$1.21M | 0.21% | 107 |
|
2020
Q3 | $9.02M | Sell |
41,076
-4,802
| -10% | -$1.05M | 0.23% | 97 |
|
2020
Q2 | $8.46M | Buy |
45,878
+830
| +2% | +$153K | 0.22% | 92 |
|
2020
Q1 | $7.45M | Sell |
45,048
-20,938
| -32% | -$3.46M | 0.23% | 94 |
|
2019
Q4 | $13M | Buy |
65,986
+4,331
| +7% | +$856K | 0.32% | 71 |
|
2019
Q3 | $13.2M | Buy |
61,655
+1,235
| +2% | +$265K | 0.36% | 58 |
|
2019
Q2 | $12.5M | Buy |
60,420
+14,396
| +31% | +$2.99M | 0.34% | 59 |
|
2019
Q1 | $8.74M | Buy |
46,024
+1,723
| +4% | +$327K | 0.23% | 91 |
|
2018
Q4 | $7.87M | Buy |
44,301
+2,678
| +6% | +$476K | 0.25% | 91 |
|
2018
Q3 | $6.96M | Sell |
41,623
-1,903
| -4% | -$318K | 0.18% | 123 |
|
2018
Q2 | $6.82M | Sell |
43,526
-346
| -0.8% | -$54.2K | 0.19% | 126 |
|
2018
Q1 | $6.86M | Buy |
43,872
+2,939
| +7% | +$460K | 0.18% | 132 |
|
2017
Q4 | $7.05M | Sell |
40,933
-1,161
| -3% | -$200K | 0.18% | 126 |
|
2017
Q3 | $6.6M | Sell |
42,094
-376
| -0.9% | -$58.9K | 0.18% | 129 |
|
2017
Q2 | $6.51M | Buy |
42,470
+299
| +0.7% | +$45.8K | 0.18% | 129 |
|
2017
Q1 | $5.47M | Sell |
42,171
-2,536
| -6% | -$329K | 0.15% | 153 |
|
2016
Q4 | $5.44M | Buy |
44,707
+4,322
| +11% | +$526K | 0.16% | 153 |
|
2016
Q3 | $4.66M | Sell |
40,385
-1,951
| -5% | -$225K | 0.14% | 175 |
|
2016
Q2 | $5.1M | Sell |
42,336
-5,918
| -12% | -$712K | 0.15% | 153 |
|
2016
Q1 | $6.07M | Buy |
48,254
+40
| +0.1% | +$5.03K | 0.18% | 121 |
|
2015
Q4 | $5.7M | Sell |
48,214
-2,789
| -5% | -$329K | 0.17% | 136 |
|
2015
Q3 | $5.03M | Buy |
51,003
+8,677
| +21% | +$855K | 0.15% | 160 |
|
2015
Q2 | $4.02M | Buy |
42,326
+6,851
| +19% | +$651K | 0.11% | 220 |
|
2015
Q1 | $3.46M | Sell |
35,475
-7,082
| -17% | -$690K | 0.09% | 249 |
|
2014
Q4 | $3.99M | Sell |
42,557
-2,730
| -6% | -$256K | 0.11% | 205 |
|
2014
Q3 | $4.29M | Sell |
45,287
-8,424
| -16% | -$799K | 0.13% | 197 |
|
2014
Q2 | $5.41M | Sell |
53,711
-16,052
| -23% | -$1.62M | 0.16% | 146 |
|
2014
Q1 | $6.84M | Sell |
69,763
-4,352
| -6% | -$427K | 0.21% | 120 |
|
2013
Q4 | $7.19M | Sell |
74,115
-12,758
| -15% | -$1.24M | 0.23% | 108 |
|
2013
Q3 | $8.36M | Buy |
86,873
+5,324
| +7% | +$512K | 0.29% | 78 |
|
2013
Q2 | $8.07M | Buy |
+81,549
| New | +$8.07M | 0.31% | 75 |
|