Opus Investment 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 | $4.27M | Hold |
14,600
| – | – | 2.84% | 11 |
|
|
2025
Q1 | $4.56M | Hold |
14,600
| – | – | 3.25% | 11 |
|
|
2024
Q4 | $4.23M | Hold |
14,600
| – | – | 3.13% | 11 |
|
|
2024
Q3 | $4.45M | Hold |
14,600
| – | – | 3.12% | 12 |
|
|
2024
Q2 | $3.72M | Hold |
14,600
| – | – | 2.4% | 18 |
|
|
2024
Q1 | $4.12M | Hold |
14,600
| – | – | 2.69% | 17 |
|
|
2023
Q4 | $4.33M | Hold |
14,600
| – | – | 2.48% | 14 |
|
|
2023
Q3 | $3.85M | Hold |
14,600
| – | – | 2.37% | 18 |
|
|
2023
Q2 | $4.36M | Hold |
14,600
| – | – | 1.57% | 25 |
|
|
2023
Q1 | $4.08M | Hold |
14,600
| – | – | 1.48% | 26 |
|
|
2022
Q4 | $3.85M | Sell |
14,600
-6,000
| -29% | -$1.58M | 1.37% | 35 |
|
|
2022
Q3 | $4.75M | Hold |
20,600
| – | – | 1.11% | 27 |
|
|
2022
Q2 | $5.09M | Hold |
20,600
| – | – | 1.1% | 28 |
|
|
2022
Q1 | $5.09M | Hold |
20,600
| – | – | 0.78% | 44 |
|
|
2021
Q4 | $5.52M | Hold |
20,600
| – | – | 0.79% | 34 |
|
|
2021
Q3 | $4.97M | Hold |
20,600
| – | – | 0.76% | 41 |
|
|
2021
Q2 | $4.76M | Hold |
20,600
| – | – | 0.72% | 38 |
|
|
2021
Q1 | $4.62M | Hold |
20,600
| – | – | 0.68% | 41 |
|
|
2020
Q4 | $4.42M | Hold |
20,600
| – | – | 0.69% | 41 |
|
|
2020
Q3 | $4.52M | Hold |
20,600
| – | – | 0.86% | 38 |
|
|
2020
Q2 | $3.8M | Hold |
20,600
| – | – | 0.77% | 41 |
|
|
2020
Q1 | $3.41M | Hold |
20,600
| – | – | 0.72% | 38 |
|
|
2019
Q4 | $4.07M | Buy |
20,600
+6,000
| +41% | +$1.19M | 0.67% | 44 |
|
|
2019
Q3 | $3.14M | Hold |
14,600
| – | – | 0.55% | 59 |
|
|
2019
Q2 | $3.03M | Hold |
14,600
| – | – | 0.57% | 59 |
|
|
2019
Q1 | $2.77M | Hold |
14,600
| – | – | 0.55% | 58 |
|
|
2018
Q4 | $2.59M | Hold |
14,600
| – | – | 0.56% | 57 |
|
|
2018
Q3 | $2.44M | Hold |
14,600
| – | – | 0.42% | 69 |
|
|
2018
Q2 | $2.29M | Hold |
14,600
| – | – | 0.41% | 66 |
|
|
2018
Q1 | $2.28M | Hold |
14,600
| – | – | 0.42% | 61 |
|
|
2017
Q4 | $2.51M | Hold |
14,600
| – | – | 0.45% | 58 |
|
|
2017
Q3 | $2.29M | Hold |
14,600
| – | – | 0.42% | 63 |
|
|
2017
Q2 | $2.24M | Sell |
14,600
-3,100
| -18% | -$475K | 0.38% | 65 |
|
|
2017
Q1 | $2.29M | Hold |
17,700
| – | – | 0.39% | 68 |
|
|
2016
Q4 | $2.15M | Buy |
17,700
+5,000
| +39% | +$608K | 0.38% | 68 |
|
|
2016
Q3 | $1.47M | Buy |
12,700
+10,700
| +535% | +$1.23M | 0.25% | 71 |
|
|
2016
Q2 | $241K | Hold |
2,000
| – | – | 0.04% | 80 |
|
|
2016
Q1 | $251K | Buy |
+2,000
| New | +$251K | 0.05% | 70 |
|
|
2015
Q4 | – | Sell |
-36,700
| Closed | -$3.62M | – | 82 |
|
|
2015
Q3 | $3.62M | Hold |
36,700
| – | – | 0.68% | 53 |
|
|
2015
Q2 | $3.49M | Hold |
36,700
| – | – | 0.63% | 54 |
|
|
2015
Q1 | $3.58M | Sell |
36,700
-4,000
| -10% | -$390K | 0.63% | 45 |
|
|
2014
Q4 | $3.81M | Hold |
40,700
| – | – | 0.68% | 45 |
|
|
2014
Q3 | $3.86M | Hold |
40,700
| – | – | 0.73% | 40 |
|
|
2014
Q2 | $4.1M | Hold |
40,700
| – | – | 0.81% | 40 |
|
|
2014
Q1 | $3.99M | Hold |
40,700
| – | – | 0.92% | 29 |
|
|
2013
Q4 | $3.95M | Buy |
40,700
+20,000
| +97% | +$1.94M | 1.07% | 17 |
|
|
2013
Q3 | $1.99M | Buy |
+20,700
| New | +$1.99M | 0.45% | 63 |
|