Osborne Partners Capital 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 | $497K | Sell |
1,700
-48
| -3% | -$14K | 0.03% | 166 |
|
|
2025
Q1 | $546K | Hold |
1,748
| – | – | 0.03% | 160 |
|
|
2024
Q4 | $507K | Buy |
1,748
+48
| +3% | +$13.9K | 0.03% | 162 |
|
|
2024
Q3 | $518K | Sell |
1,700
-40
| -2% | -$12.2K | 0.03% | 162 |
|
|
2024
Q2 | $443K | Buy |
+1,740
| New | +$443K | 0.03% | 167 |
|
|
2024
Q1 | – | Sell |
-995
| Closed | -$295K | – | 208 |
|
|
2023
Q4 | $295K | Sell |
995
-33
| -3% | -$9.79K | 0.02% | 182 |
|
|
2023
Q3 | $271K | Sell |
1,028
-92
| -8% | -$24.2K | 0.02% | 173 |
|
|
2023
Q2 | $334K | Sell |
1,120
-55
| -5% | -$16.4K | 0.02% | 170 |
|
|
2023
Q1 | $329K | Buy |
1,175
+128
| +12% | +$35.8K | 0.02% | 171 |
|
|
2022
Q4 | $276K | Sell |
1,047
-293
| -22% | -$77.2K | 0.02% | 182 |
|
|
2022
Q3 | $309K | Buy |
1,340
+228
| +21% | +$52.6K | 0.03% | 172 |
|
|
2022
Q2 | $275K | Sell |
1,112
-61
| -5% | -$15.1K | 0.02% | 180 |
|
|
2022
Q1 | $290K | Sell |
1,173
-223
| -16% | -$55.1K | 0.02% | 174 |
|
|
2021
Q4 | $374K | Sell |
1,396
-60
| -4% | -$16.1K | 0.03% | 169 |
|
|
2021
Q3 | $351K | Sell |
1,456
-20
| -1% | -$4.82K | 0.03% | 165 |
|
|
2021
Q2 | $341K | Sell |
1,476
-361
| -20% | -$83.4K | 0.03% | 170 |
|
|
2021
Q1 | $412K | Sell |
1,837
-550
| -23% | -$123K | 0.04% | 154 |
|
|
2020
Q4 | $512K | Buy |
2,387
+1,000
| +72% | +$214K | 0.06% | 142 |
|
|
2020
Q3 | $304K | Sell |
1,387
-11
| -0.8% | -$2.41K | 0.06% | 134 |
|
|
2020
Q2 | $258K | Buy |
1,398
+11
| +0.8% | +$2.03K | 0.06% | 138 |
|
|
2020
Q1 | $229K | Hold |
1,387
| – | – | 0.06% | 134 |
|
|
2019
Q4 | $274K | Hold |
1,387
| – | – | 0.06% | 137 |
|
|
2019
Q3 | $298K | Hold |
1,387
| – | – | 0.06% | 136 |
|
|
2019
Q2 | $288K | Hold |
1,387
| – | – | 0.06% | 142 |
|
|
2019
Q1 | $263K | Sell |
1,387
-1,000
| -42% | -$190K | 0.05% | 145 |
|
|
2018
Q4 | $424K | Hold |
2,387
| – | – | 0.06% | 143 |
|
|
2018
Q3 | $399K | Hold |
2,387
| – | – | 0.05% | 155 |
|
|
2018
Q2 | $374K | Hold |
2,387
| – | – | 0.05% | 158 |
|
|
2018
Q1 | $373K | Hold |
2,387
| – | – | 0.05% | 156 |
|
|
2017
Q4 | $411K | Hold |
2,387
| – | – | 0.05% | 151 |
|
|
2017
Q3 | $374K | Hold |
2,387
| – | – | 0.05% | 157 |
|
|
2017
Q2 | $366K | Sell |
2,387
-163
| -6% | -$25K | 0.05% | 151 |
|
|
2017
Q1 | $331K | Sell |
2,550
-481
| -16% | -$62.4K | 0.05% | 152 |
|
|
2016
Q4 | $369K | Buy |
3,031
+781
| +35% | +$95.1K | 0.05% | 146 |
|
|
2016
Q3 | $260K | Sell |
2,250
-1,424
| -39% | -$165K | 0.04% | 156 |
|
|
2016
Q2 | $442K | Buy |
3,674
+874
| +31% | +$105K | 0.07% | 137 |
|
|
2016
Q1 | $352K | Hold |
2,800
| – | – | 0.05% | 147 |
|
|
2015
Q4 | $331K | Sell |
2,800
-300
| -10% | -$35.5K | 0.05% | 152 |
|
|
2015
Q3 | $305K | Sell |
3,100
-580
| -16% | -$57.1K | 0.04% | 153 |
|
|
2015
Q2 | $350K | Sell |
3,680
-135
| -4% | -$12.8K | 0.05% | 156 |
|
|
2015
Q1 | $372K | Buy |
3,815
+575
| +18% | +$56.1K | 0.05% | 153 |
|
|
2014
Q4 | $304K | Buy |
3,240
+507
| +19% | +$47.6K | 0.04% | 161 |
|
|
2014
Q3 | $259K | Hold |
2,733
| – | – | 0.03% | 162 |
|
|
2014
Q2 | $275K | Buy |
2,733
+240
| +10% | +$24.1K | 0.04% | 158 |
|
|
2014
Q1 | $244K | Sell |
2,493
-927
| -27% | -$90.7K | 0.03% | 167 |
|
|
2013
Q4 | $332K | Sell |
3,420
-6,026
| -64% | -$585K | 0.04% | 154 |
|
|
2013
Q3 | $909K | Sell |
9,446
-1,605
| -15% | -$154K | 0.13% | 112 |
|
|
2013
Q2 | $1.09M | Buy |
+11,051
| New | +$1.09M | 0.16% | 107 |
|