Private Wealth Partners’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 | $3.26M | Sell |
11,163
-956
| -8% | -$279K | 0.25% | 56 |
|
|
2025
Q1 | $3.79M | Sell |
12,119
-729
| -6% | -$228K | 0.31% | 51 |
|
|
2024
Q4 | $3.72M | Sell |
12,848
-270
| -2% | -$78.3K | 0.29% | 53 |
|
|
2024
Q3 | $3.99M | Sell |
13,118
-68
| -0.5% | -$20.7K | 0.32% | 50 |
|
|
2024
Q2 | $3.36M | Buy |
13,186
+3
| +0% | +$765 | 0.25% | 49 |
|
|
2024
Q1 | $3.72M | Sell |
13,183
-1,551
| -11% | -$437K | 0.3% | 46 |
|
|
2023
Q4 | $4.37M | Sell |
14,734
-710
| -5% | -$211K | 0.37% | 38 |
|
|
2023
Q3 | $4.07M | Sell |
15,444
-820
| -5% | -$216K | 0.39% | 38 |
|
|
2023
Q2 | $4.85M | Sell |
16,264
-275
| -2% | -$82.1K | 0.45% | 37 |
|
|
2023
Q1 | $4.62M | Sell |
16,539
-82
| -0.5% | -$22.9K | 0.46% | 38 |
|
|
2022
Q4 | $4.38M | Buy |
16,621
+3,746
| +29% | +$987K | 0.5% | 39 |
|
|
2022
Q3 | $2.97M | Buy |
12,875
+1,273
| +11% | +$294K | 0.38% | 42 |
|
|
2022
Q2 | $2.86M | Sell |
11,602
-370
| -3% | -$91.3K | 0.33% | 46 |
|
|
2022
Q1 | $2.96M | Sell |
11,972
-183
| -2% | -$45.2K | 0.27% | 54 |
|
|
2021
Q4 | $3.26M | Sell |
12,155
-1,069
| -8% | -$287K | 0.28% | 52 |
|
|
2021
Q3 | $3.19M | Buy |
13,224
+105
| +0.8% | +$25.3K | 0.3% | 49 |
|
|
2021
Q2 | $3.03M | Buy |
13,119
+50
| +0.4% | +$11.5K | 0.28% | 50 |
|
|
2021
Q1 | $2.93M | Sell |
13,069
-842
| -6% | -$189K | 0.31% | 49 |
|
|
2020
Q4 | $2.99M | Sell |
13,911
-193
| -1% | -$41.4K | 0.32% | 48 |
|
|
2020
Q3 | $3.1M | Sell |
14,104
-133
| -0.9% | -$29.2K | 0.36% | 44 |
|
|
2020
Q2 | $2.63M | Sell |
14,237
-3,686
| -21% | -$680K | 0.36% | 48 |
|
|
2020
Q1 | $2.96M | Sell |
17,923
-1,930
| -10% | -$319K | 0.5% | 39 |
|
|
2019
Q4 | $3.92M | Buy |
19,853
+1,379
| +7% | +$272K | 0.53% | 41 |
|
|
2019
Q3 | $3.97M | Sell |
18,474
-2,846
| -13% | -$611K | 0.62% | 42 |
|
|
2019
Q2 | $4.43M | Buy |
21,320
+402
| +2% | +$83.5K | 0.68% | 38 |
|
|
2019
Q1 | $3.97M | Sell |
20,918
-154
| -0.7% | -$29.2K | 0.65% | 40 |
|
|
2018
Q4 | $3.74M | Sell |
21,072
-1,607
| -7% | -$285K | 0.72% | 36 |
|
|
2018
Q3 | $3.79M | Sell |
22,679
-279
| -1% | -$46.7K | 0.58% | 51 |
|
|
2018
Q2 | $3.6M | Buy |
22,958
+553
| +2% | +$86.6K | 0.6% | 48 |
|
|
2018
Q1 | $3.5M | Buy |
22,405
+1,278
| +6% | +$200K | 0.61% | 48 |
|
|
2017
Q4 | $3.64M | Buy |
21,127
+900
| +4% | +$155K | 0.67% | 45 |
|
|
2017
Q3 | $3.17M | Buy |
20,227
+660
| +3% | +$103K | 0.64% | 47 |
|
|
2017
Q2 | $3M | Buy |
19,567
+15,042
| +332% | +$2.3M | 0.65% | 44 |
|
|
2017
Q1 | $586K | Sell |
4,525
-510
| -10% | -$66K | 0.13% | 77 |
|
|
2016
Q4 | $613K | Buy |
5,035
+1,100
| +28% | +$134K | 0.15% | 72 |
|
|
2016
Q3 | $454K | Hold |
3,935
| – | – | 0.11% | 84 |
|
|
2016
Q2 | $474K | Hold |
3,935
| – | – | 0.11% | 89 |
|
|
2016
Q1 | $495K | Buy |
3,935
+1,360
| +53% | +$171K | 0.12% | 92 |
|
|
2015
Q4 | $304K | Buy |
+2,575
| New | +$304K | 0.07% | 107 |
|
|
2014
Q3 | – | Sell |
-17,842
| Closed | -$1.8M | – | 178 |
|
|
2014
Q2 | $1.8M | Buy |
17,842
+100
| +0.6% | +$10.1K | 0.39% | 67 |
|
|
2014
Q1 | $1.74M | Sell |
17,742
-914
| -5% | -$89.6K | 0.41% | 62 |
|
|
2013
Q4 | $1.81M | Sell |
18,656
-200
| -1% | -$19.4K | 0.4% | 66 |
|
|
2013
Q3 | $1.81M | Sell |
18,856
-950
| -5% | -$91.4K | 0.43% | 62 |
|
|
2013
Q2 | $1.96M | Buy |
+19,806
| New | +$1.96M | 0.49% | 59 |
|