O'Shaughnessy Asset Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $35M | Buy |
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2025
Q1 | $33.6M | Buy |
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2024
Q4 | $27.3M | Buy |
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2024
Q3 | $26.1M | Sell |
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2024
Q2 | $21.5M | Sell |
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2024
Q1 | $27.5M | Buy |
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2023
Q4 | $27.8M | Sell |
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2023
Q3 | $29.5M | Sell |
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2023
Q2 | $35M | Buy |
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2023
Q1 | $23.2M | Sell |
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2022
Q4 | $22.1M | Buy |
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2022
Q3 | $12.1M | Buy |
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2022
Q2 | $8.66M | Buy |
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2022
Q1 | $6.91M | Sell |
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2021
Q4 | $8.01M | Buy |
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2021
Q3 | $5.51M | Buy |
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2021
Q2 | $3.98M | Buy |
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2021
Q1 | $3.29M | Buy |
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2020
Q4 | $2.53M | Buy |
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2020
Q3 | $2.46M | Buy |
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|||||
2020
Q2 | $1.13M | Buy |
|
|||||
2020
Q1 | $158K | Sell |
|
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2019
Q4 | $307K | Buy |
|
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2019
Q3 | $6K | Buy |
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2019
Q2 | $5K | Buy |
|
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2019
Q1 | $5K | Hold |
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|||||
2018
Q4 | $4K | Sell |
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2018
Q3 | $40K | Sell |
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2018
Q2 | $255K | Sell |
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2018
Q1 | $53M | Sell |
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2017
Q4 | $103M | Sell |
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|||||
2017
Q3 | $128M | Sell |
|
|||||
2017
Q2 | $127M | Buy |
|
|||||
2017
Q1 | $84.9M | Buy |
|
|||||
2016
Q4 | $49.6M | Buy |
|
|||||
2016
Q3 | $31.4M | Buy |
|
|||||
2016
Q2 | $28.2M | Buy |
|
|||||
2016
Q1 | $25.7M | Buy |
|
|||||
2015
Q4 | $17.6M | Buy |
|
|||||
2015
Q3 | $3.65M | Buy |
|
|||||
2015
Q2 | $835K | Buy |
|
|||||
2015
Q1 | $828K | Buy |
|
|||||
2014
Q1 | – | Sell |
|
|||||
2013
Q4 | $482K | Sell |
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2013
Q3 | $555K | Buy |
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2013
Q2 | $320K | Buy |
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