OCM
Osterweis Capital Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Buy |
407
+402
| +8,040% | +$117K | 0.01% | 165 |
|
|
2025
Q1 | $1.56K | Buy |
+5
| New | +$1.56K | ﹤0.01% | 199 |
|
|
2024
Q3 | – | Sell |
-93
| Closed | -$23.7K | – | 200 |
|
|
2024
Q2 | $23.7K | Hold |
93
| – | – | ﹤0.01% | 185 |
|
|
2024
Q1 | $26.2K | Hold |
93
| – | – | ﹤0.01% | 175 |
|
|
2023
Q4 | $27.6K | Hold |
93
| – | – | ﹤0.01% | 172 |
|
|
2023
Q3 | $24.5K | Hold |
93
| – | – | ﹤0.01% | 183 |
|
|
2023
Q2 | $27.8K | Hold |
93
| – | – | ﹤0.01% | 185 |
|
|
2023
Q1 | $26K | Hold |
93
| – | – | ﹤0.01% | 185 |
|
|
2022
Q4 | $24.5K | Buy |
+93
| New | +$24.5K | ﹤0.01% | 197 |
|