OA
Oxbow Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.4M | Buy |
25,313
+431
| +2% | +$126K | 0.81% | 27 |
|
|
2025
Q1 | $7.77M | Buy |
24,882
+469
| +2% | +$147K | 0.82% | 30 |
|
|
2024
Q4 | $7.08M | Buy |
24,413
+544
| +2% | +$158K | 0.83% | 30 |
|
|
2024
Q3 | $7.27M | Buy |
23,869
+353
| +2% | +$107K | 0.72% | 35 |
|
|
2024
Q2 | $5.99M | Buy |
23,516
+2,205
| +10% | +$562K | 0.7% | 35 |
|
|
2024
Q1 | $6.01M | Buy |
21,311
+40
| +0.2% | +$11.3K | 0.82% | 37 |
|
|
2023
Q4 | $6.31M | Buy |
21,271
+16,900
| +387% | +$5.01M | 0.96% | 27 |
|
|
2023
Q3 | $1.15M | Buy |
4,371
+229
| +6% | +$60.3K | 0.18% | 72 |
|
|
2023
Q2 | $1.24M | Buy |
4,142
+79
| +2% | +$23.6K | 0.19% | 72 |
|
|
2023
Q1 | $1.14M | Sell |
4,063
-750
| -16% | -$210K | 0.2% | 72 |
|
|
2022
Q4 | $1.27M | Buy |
4,813
+750
| +18% | +$198K | 0.24% | 70 |
|
|
2022
Q3 | $938K | Buy |
4,063
+101
| +3% | +$23.3K | 0.15% | 101 |
|
|
2022
Q2 | $978K | Buy |
3,962
+50
| +1% | +$12.3K | 0.14% | 103 |
|
|
2022
Q1 | $967K | Hold |
3,912
| – | – | 0.1% | 122 |
|
|
2021
Q4 | $1.05M | Buy |
3,912
+297
| +8% | +$79.6K | 0.1% | 121 |
|
|
2021
Q3 | $872K | Sell |
3,615
-200
| -5% | -$48.2K | 0.09% | 147 |
|
|
2021
Q2 | $881K | Hold |
3,815
| – | – | 0.09% | 155 |
|
|
2021
Q1 | $855K | Sell |
3,815
-560
| -13% | -$126K | 0.1% | 143 |
|
|
2020
Q4 | $939K | Buy |
4,375
+560
| +15% | +$120K | 0.12% | 125 |
|
|
2020
Q3 | $837K | Buy |
3,815
+663
| +21% | +$145K | 0.11% | 136 |
|
|
2020
Q2 | $582K | Sell |
3,152
-229
| -7% | -$42.3K | 0.08% | 167 |
|
|
2020
Q1 | $559K | Hold |
3,381
| – | – | 0.09% | 169 |
|
|
2019
Q4 | $668K | Hold |
3,381
| – | – | 0.08% | 181 |
|
|
2019
Q3 | $726K | Hold |
3,381
| – | – | 0.1% | 167 |
|
|
2019
Q2 | $702K | Hold |
3,381
| – | – | 0.08% | 183 |
|
|
2019
Q1 | $642K | Sell |
3,381
-84
| -2% | -$16K | 0.08% | 187 |
|
|
2018
Q4 | $615K | Buy |
3,465
+2
| +0.1% | +$355 | 0.08% | 179 |
|
|
2018
Q3 | $579K | Buy |
3,463
+1
| +0% | +$167 | 0.07% | 191 |
|
|
2018
Q2 | $542K | Buy |
3,462
+2
| +0.1% | +$313 | 0.07% | 187 |
|
|
2018
Q1 | $541K | Buy |
3,460
+1
| +0% | +$156 | 0.11% | 146 |
|
|
2017
Q4 | $595K | Buy |
3,459
+85
| +3% | +$14.6K | 0.11% | 154 |
|
|
2017
Q3 | $529K | Sell |
3,374
-1,243
| -27% | -$195K | 0.1% | 156 |
|
|
2017
Q2 | $707K | Buy |
4,617
+1
| +0% | +$153 | 0.12% | 150 |
|
|
2017
Q1 | $598K | Buy |
4,616
+598
| +15% | +$77.5K | 0.1% | 158 |
|
|
2016
Q4 | $488K | Hold |
4,018
| – | – | 0.06% | 180 |
|
|
2016
Q3 | $464K | Hold |
4,018
| – | – | 0.06% | 175 |
|
|
2016
Q2 | $483K | Hold |
4,018
| – | – | 0.07% | 172 |
|
|
2016
Q1 | $506K | Hold |
4,018
| – | – | 0.07% | 167 |
|
|
2015
Q4 | $474K | Hold |
4,018
| – | – | 0.06% | 178 |
|
|
2015
Q3 | $395K | Buy |
4,018
+238
| +6% | +$23.4K | 0.07% | 184 |
|
|
2015
Q2 | $359K | Buy |
+3,780
| New | +$359K | 0.05% | 206 |
|