Patten Group’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 | $273K | Sell |
934
-4
| -0.4% | -$1.17K | 0.06% | 236 |
|
|
2025
Q1 | $293K | Sell |
938
-14
| -1% | -$4.37K | 0.07% | 230 |
|
|
2024
Q4 | $276K | Buy |
952
+29
| +3% | +$8.41K | 0.06% | 231 |
|
|
2024
Q3 | $281K | Sell |
923
-2,017
| -69% | -$614K | 0.06% | 227 |
|
|
2024
Q2 | $749K | Sell |
2,940
-386
| -12% | -$98.4K | 0.18% | 140 |
|
|
2024
Q1 | $938K | Sell |
3,326
-23
| -0.7% | -$6.49K | 0.23% | 119 |
|
|
2023
Q4 | $993K | Sell |
3,349
-473
| -12% | -$140K | 0.27% | 107 |
|
|
2023
Q3 | $1.01M | Buy |
3,822
+35
| +0.9% | +$9.22K | 0.3% | 102 |
|
|
2023
Q2 | $1.13M | Sell |
3,787
-15
| -0.4% | -$4.48K | 0.17% | 92 |
|
|
2023
Q1 | $1.06M | Buy |
3,802
+151
| +4% | +$42.2K | 0.32% | 91 |
|
|
2022
Q4 | $962K | Buy |
3,651
+629
| +21% | +$166K | 0.3% | 101 |
|
|
2022
Q3 | $705K | Buy |
3,022
+79
| +3% | +$18.4K | 0.24% | 120 |
|
|
2022
Q2 | $744K | Buy |
2,943
+341
| +13% | +$86.2K | 0.24% | 118 |
|
|
2022
Q1 | $643K | Sell |
2,602
-9
| -0.3% | -$2.22K | 0.18% | 139 |
|
|
2021
Q4 | $700K | Hold |
2,611
| – | – | 0.19% | 132 |
|
|
2021
Q3 | $629K | Buy |
2,611
+1
| +0% | +$241 | 0.18% | 137 |
|
|
2021
Q2 | $603K | Buy |
2,610
+21
| +0.8% | +$4.85K | 0.18% | 139 |
|
|
2021
Q1 | $580K | Sell |
2,589
-30
| -1% | -$6.72K | 0.19% | 134 |
|
|
2020
Q4 | $562K | Buy |
2,619
+1
| +0% | +$215 | 0.15% | 134 |
|
|
2020
Q3 | $575K | Buy |
2,618
+586
| +29% | +$129K | 0.22% | 114 |
|
|
2020
Q2 | $375K | Buy |
2,032
+130
| +7% | +$24K | 0.16% | 140 |
|
|
2020
Q1 | $314K | Buy |
1,902
+1
| +0.1% | +$165 | 0.16% | 133 |
|
|
2019
Q4 | $376K | Buy |
1,901
+67
| +4% | +$13.3K | 0.14% | 151 |
|
|
2019
Q3 | $394K | Buy |
1,834
+141
| +8% | +$30.3K | 0.16% | 142 |
|
|
2019
Q2 | $352K | Sell |
1,693
-42
| -2% | -$8.73K | 0.14% | 148 |
|
|
2019
Q1 | $329K | Sell |
1,735
-274
| -14% | -$52K | 0.14% | 143 |
|
|
2018
Q4 | $357K | Sell |
2,009
-477
| -19% | -$84.8K | 0.17% | 122 |
|
|
2018
Q3 | $416K | Sell |
2,486
-21
| -0.8% | -$3.51K | 0.16% | 136 |
|
|
2018
Q2 | $393K | Sell |
2,507
-16
| -0.6% | -$2.51K | 0.16% | 132 |
|
|
2018
Q1 | $395K | Sell |
2,523
-202
| -7% | -$31.6K | 0.16% | 130 |
|
|
2017
Q4 | $469K | Buy |
2,725
+154
| +6% | +$26.5K | 0.19% | 124 |
|
|
2017
Q3 | $403K | Buy |
2,571
+53
| +2% | +$8.31K | 0.16% | 133 |
|
|
2017
Q2 | $387K | Buy |
2,518
+405
| +19% | +$62.2K | 0.16% | 140 |
|
|
2017
Q1 | $275K | Buy |
2,113
+104
| +5% | +$13.5K | 0.12% | 158 |
|
|
2016
Q4 | $247K | Sell |
2,009
-349
| -15% | -$42.9K | 0.11% | 163 |
|
|
2016
Q3 | $272K | Sell |
2,358
-469
| -17% | -$54.1K | 0.13% | 149 |
|
|
2016
Q2 | $340K | Buy |
2,827
+51
| +2% | +$6.14K | 0.16% | 132 |
|
|
2016
Q1 | $349K | Sell |
2,776
-49
| -2% | -$6.16K | 0.17% | 129 |
|
|
2015
Q4 | $334K | Hold |
2,825
| – | – | 0.16% | 133 |
|
|
2015
Q3 | $278K | Sell |
2,825
-300
| -10% | -$29.6K | 0.14% | 137 |
|
|
2015
Q2 | $297K | Hold |
3,125
| – | – | 0.14% | 141 |
|
|
2015
Q1 | $304K | Sell |
3,125
-187
| -6% | -$18.2K | 0.16% | 139 |
|
|
2014
Q4 | $311K | Buy |
+3,312
| New | +$311K | 0.15% | 140 |
|