Portland Global Advisors’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 | $1.3M | Buy |
4,445
+50
| +1% | +$14.6K | 0.15% | 64 |
|
2025
Q1 | $1.37M | Sell |
4,395
-763
| -15% | -$238K | 0.17% | 61 |
|
2024
Q4 | $1.5M | Sell |
5,158
-759
| -13% | -$220K | 0.19% | 59 |
|
2024
Q3 | $1.8M | Sell |
5,917
-75
| -1% | -$22.8K | 0.23% | 58 |
|
2024
Q2 | $1.53M | Sell |
5,992
-125
| -2% | -$31.9K | 0.21% | 60 |
|
2024
Q1 | $1.72M | Sell |
6,117
-142
| -2% | -$40K | 0.24% | 57 |
|
2023
Q4 | $1.86M | Sell |
6,259
-50
| -0.8% | -$14.8K | 0.28% | 54 |
|
2023
Q3 | $1.66M | Hold |
6,309
| – | – | 0.28% | 56 |
|
2023
Q2 | $1.88M | Hold |
6,309
| – | – | 0.31% | 54 |
|
2023
Q1 | $1.76M | Sell |
6,309
-500
| -7% | -$140K | 0.3% | 59 |
|
2022
Q4 | $1.79M | Hold |
6,809
| – | – | 0.33% | 59 |
|
2022
Q3 | $1.57M | Buy |
6,809
+300
| +5% | +$69.2K | 0.31% | 60 |
|
2022
Q2 | $1.61M | Sell |
6,509
-220
| -3% | -$54.3K | 0.31% | 61 |
|
2022
Q1 | $1.66M | Sell |
6,729
-225
| -3% | -$55.6K | 0.29% | 61 |
|
2021
Q4 | $1.86M | Sell |
6,954
-204
| -3% | -$54.7K | 0.31% | 55 |
|
2021
Q3 | $1.73M | Hold |
7,158
| – | – | 0.32% | 57 |
|
2021
Q2 | $1.65M | Sell |
7,158
-50
| -0.7% | -$11.5K | 0.32% | 55 |
|
2021
Q1 | $1.62M | Buy |
7,208
+500
| +7% | +$112K | 0.34% | 53 |
|
2020
Q4 | $1.44M | Sell |
6,708
-914
| -12% | -$196K | 0.35% | 51 |
|
2020
Q3 | $1.67M | Sell |
7,622
-204
| -3% | -$44.8K | 0.49% | 42 |
|
2020
Q2 | $1.44M | Sell |
7,826
-14
| -0.2% | -$2.58K | 0.47% | 44 |
|
2020
Q1 | $1.3M | Sell |
7,840
-236
| -3% | -$39K | 0.5% | 41 |
|
2019
Q4 | $1.6M | Sell |
8,076
-50
| -0.6% | -$9.88K | 0.47% | 39 |
|
2019
Q3 | $1.75M | Sell |
8,126
-1,478
| -15% | -$317K | 0.58% | 32 |
|
2019
Q2 | $1.99M | Hold |
9,604
| – | – | 0.66% | 31 |
|
2019
Q1 | $1.82M | Hold |
9,604
| – | – | 0.64% | 34 |
|
2018
Q4 | $1.71M | Sell |
9,604
-143
| -1% | -$25.4K | 0.68% | 31 |
|
2018
Q3 | $1.63M | Hold |
9,747
| – | – | 0.57% | 36 |
|
2018
Q2 | $1.53M | Sell |
9,747
-92
| -0.9% | -$14.4K | 0.58% | 35 |
|
2018
Q1 | $1.54M | Sell |
9,839
-1,350
| -12% | -$211K | 0.59% | 37 |
|
2017
Q4 | $1.93M | Sell |
11,189
-765
| -6% | -$132K | 0.71% | 31 |
|
2017
Q3 | $1.87M | Hold |
11,954
| – | – | 0.72% | 33 |
|
2017
Q2 | $1.83M | Hold |
11,954
| – | – | 0.73% | 33 |
|
2017
Q1 | $1.55M | Hold |
11,954
| – | – | 0.65% | 35 |
|
2016
Q4 | $1.46M | Sell |
11,954
-845
| -7% | -$103K | 0.63% | 37 |
|
2016
Q3 | $1.48M | Sell |
12,799
-172
| -1% | -$19.8K | 0.65% | 41 |
|
2016
Q2 | $1.56M | Buy |
12,971
+575
| +5% | +$69.2K | 0.72% | 34 |
|
2016
Q1 | $1.56M | Buy |
12,396
+52
| +0.4% | +$6.54K | 0.75% | 34 |
|
2015
Q4 | $1.46M | Buy |
12,344
+67
| +0.5% | +$7.91K | 0.79% | 35 |
|
2015
Q3 | $1.21M | Hold |
12,277
| – | – | 0.71% | 42 |
|
2015
Q2 | $1.17M | Buy |
12,277
+1,444
| +13% | +$137K | 0.61% | 45 |
|
2015
Q1 | $1.06M | Sell |
10,833
-50
| -0.5% | -$4.87K | 0.55% | 47 |
|
2014
Q4 | $1.02M | Buy |
10,883
+873
| +9% | +$81.8K | 0.52% | 49 |
|
2014
Q3 | $949K | Sell |
10,010
-146
| -1% | -$13.8K | 0.49% | 55 |
|
2014
Q2 | $1.02M | Buy |
10,156
+96
| +1% | +$9.67K | 0.51% | 51 |
|
2014
Q1 | $986K | Buy |
10,060
+1,608
| +19% | +$158K | 0.58% | 44 |
|
2013
Q4 | $820K | Hold |
8,452
| – | – | 0.51% | 49 |
|
2013
Q3 | $813K | Hold |
8,452
| – | – | 0.55% | 47 |
|
2013
Q2 | $837K | Buy |
+8,452
| New | +$837K | 0.6% | 46 |
|