Rice Partnership’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 | $5.99M | Buy |
20,489
+933
| +5% | +$273K | 1.04% | 26 |
|
|
2025
Q1 | $6.11M | Buy |
19,556
+127
| +0.7% | +$39.7K | 1.25% | 26 |
|
|
2024
Q4 | $5.63M | Buy |
19,429
+385
| +2% | +$112K | 1.07% | 29 |
|
|
2024
Q3 | $5.8M | Sell |
19,044
-336
| -2% | -$102K | 1.17% | 27 |
|
|
2024
Q2 | $4.94M | Sell |
19,380
-83
| -0.4% | -$21.2K | 1.07% | 25 |
|
|
2024
Q1 | $5.49M | Sell |
19,463
-116
| -0.6% | -$32.7K | 1.29% | 24 |
|
|
2023
Q4 | $5.81M | Sell |
19,579
-10,911
| -36% | -$3.24M | 1.52% | 21 |
|
|
2023
Q3 | $8.03M | Sell |
30,490
-5,800
| -16% | -$1.53M | 2.27% | 14 |
|
|
2023
Q2 | $10.8M | Buy |
36,290
+305
| +0.8% | +$91K | 2.97% | 8 |
|
|
2023
Q1 | $10.1M | Buy |
35,985
+635
| +2% | +$178K | 3.02% | 8 |
|
|
2022
Q4 | $9.32M | Buy |
35,350
+1,363
| +4% | +$359K | 2.94% | 8 |
|
|
2022
Q3 | $7.84M | Buy |
33,987
+5,629
| +20% | +$1.3M | 2.52% | 10 |
|
|
2022
Q2 | $7M | Buy |
28,358
+413
| +1% | +$102K | 2.46% | 13 |
|
|
2022
Q1 | $6.91M | Buy |
27,945
+5,944
| +27% | +$1.47M | 1.99% | 18 |
|
|
2021
Q4 | $5.9M | Buy |
22,001
+853
| +4% | +$229K | 1.68% | 23 |
|
|
2021
Q3 | $5.1M | Buy |
21,148
+241
| +1% | +$58.1K | 1.61% | 24 |
|
|
2021
Q2 | $4.83M | Buy |
20,907
+837
| +4% | +$193K | 1.52% | 25 |
|
|
2021
Q1 | $4.5M | Buy |
20,070
+1,065
| +6% | +$239K | 1.6% | 26 |
|
|
2020
Q4 | $4.08M | Buy |
19,005
+796
| +4% | +$171K | 1.52% | 26 |
|
|
2020
Q3 | $4M | Buy |
18,209
+2,312
| +15% | +$508K | 1.73% | 22 |
|
|
2020
Q2 | $2.93M | Buy |
15,897
+2,173
| +16% | +$401K | 1.5% | 23 |
|
|
2020
Q1 | $2.27M | Buy |
13,724
+2,000
| +17% | +$331K | 1.52% | 22 |
|
|
2019
Q4 | $2.32M | Buy |
11,724
+6,880
| +142% | +$1.36M | 1.26% | 25 |
|
|
2019
Q3 | $1.04M | Hold |
4,844
| – | – | 0.65% | 39 |
|
|
2019
Q2 | $1.01M | Sell |
4,844
-600
| -11% | -$125K | 0.68% | 40 |
|
|
2019
Q1 | $1.03M | Sell |
5,444
-1,000
| -16% | -$190K | 0.75% | 40 |
|
|
2018
Q4 | $1.14M | Sell |
6,444
-420
| -6% | -$74.6K | 1.03% | 34 |
|
|
2018
Q3 | $1.15M | Hold |
6,864
| – | – | 0.72% | 38 |
|
|
2018
Q2 | $1.08M | Buy |
6,864
+295
| +4% | +$46.2K | 0.71% | 44 |
|
|
2018
Q1 | $1.03M | Hold |
6,569
| – | – | 0.68% | 43 |
|
|
2017
Q4 | $1.13M | Buy |
+6,569
| New | +$1.13M | 0.79% | 42 |
|