Poehling 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 | $431K | Buy |
1,477
+28
| +2% | +$8.18K | 0.1% | 97 |
|
|
2025
Q1 | $453K | Sell |
1,449
-12
| -0.8% | -$3.75K | 0.11% | 97 |
|
|
2024
Q4 | $424K | Buy |
1,461
+1
| +0.1% | +$290 | 0.1% | 100 |
|
|
2024
Q3 | $445K | Buy |
1,460
+1
| +0.1% | +$305 | 0.11% | 97 |
|
|
2024
Q2 | $372K | Hold |
1,459
| – | – | 0.1% | 98 |
|
|
2024
Q1 | $411K | Buy |
1,459
+7
| +0.5% | +$1.97K | 0.11% | 94 |
|
|
2023
Q4 | $430K | Buy |
1,452
+1
| +0.1% | +$296 | 0.14% | 89 |
|
|
2023
Q3 | $382K | Buy |
1,451
+114
| +9% | +$30K | 0.13% | 93 |
|
|
2023
Q2 | $399K | Buy |
1,337
+1
| +0.1% | +$298 | 0.13% | 93 |
|
|
2023
Q1 | $374K | Buy |
1,336
+54
| +4% | +$15.1K | 0.13% | 92 |
|
|
2022
Q4 | $338K | Buy |
1,282
+1
| +0.1% | +$263 | 0.13% | 88 |
|
|
2022
Q3 | $296K | Buy |
1,281
+1
| +0.1% | +$231 | 0.12% | 85 |
|
|
2022
Q2 | $316K | Sell |
1,280
-50
| -4% | -$12.3K | 0.12% | 89 |
|
|
2022
Q1 | $329K | Buy |
1,330
+1
| +0.1% | +$247 | 0.1% | 118 |
|
|
2021
Q4 | $356K | Sell |
1,329
-179
| -12% | -$47.9K | 0.11% | 101 |
|
|
2021
Q3 | $364K | Buy |
1,508
+1
| +0.1% | +$241 | 0.12% | 96 |
|
|
2021
Q2 | $348K | Hold |
1,507
| – | – | 0.11% | 113 |
|
|
2021
Q1 | $338K | Buy |
1,507
+1
| +0.1% | +$224 | 0.12% | 115 |
|
|
2020
Q4 | $323K | Buy |
1,506
+1
| +0.1% | +$214 | 0.13% | 100 |
|
|
2020
Q3 | $330K | Sell |
1,505
-274
| -15% | -$60.1K | 0.17% | 87 |
|
|
2020
Q2 | $328K | Buy |
1,779
+65
| +4% | +$12K | 0.18% | 85 |
|
|
2020
Q1 | $283K | Buy |
1,714
+111
| +7% | +$18.3K | 0.21% | 73 |
|
|
2019
Q4 | $317K | Buy |
1,603
+1
| +0.1% | +$198 | 0.21% | 84 |
|
|
2019
Q3 | $344K | Buy |
1,602
+1
| +0.1% | +$215 | 0.25% | 74 |
|
|
2019
Q2 | $332K | Sell |
1,601
-132
| -8% | -$27.4K | 0.22% | 85 |
|
|
2019
Q1 | $329K | Buy |
1,733
+55
| +3% | +$10.4K | 0.24% | 85 |
|
|
2018
Q4 | $298K | Buy |
1,678
+51
| +3% | +$9.06K | 0.29% | 78 |
|
|
2018
Q3 | $272K | Buy |
1,627
+724
| +80% | +$121K | 0.19% | 89 |
|
|
2018
Q2 | $142K | Sell |
903
-514
| -36% | -$80.8K | 0.12% | 107 |
|
|
2018
Q1 | $222K | Buy |
1,417
+125
| +10% | +$19.6K | 0.18% | 88 |
|
|
2017
Q4 | $222K | Buy |
+1,292
| New | +$222K | 0.19% | 88 |
|