Rockbridge Investment 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 | $311K | Hold |
1,063
| – | – | 0.03% | 108 |
|
|
2025
Q1 | $332K | Buy |
1,063
+254
| +31% | +$79.3K | 0.04% | 102 |
|
|
2024
Q4 | $235K | Hold |
809
| – | – | 0.03% | 120 |
|
|
2024
Q3 | $246K | Buy |
+809
| New | +$246K | 0.03% | 111 |
|
|
2024
Q2 | – | Sell |
-736
| Closed | -$208K | – | 122 |
|
|
2024
Q1 | $208K | Sell |
736
-2
| -0.3% | -$564 | 0.03% | 114 |
|
|
2023
Q4 | $219K | Buy |
+738
| New | +$219K | 0.03% | 110 |
|
|
2023
Q3 | – | Sell |
-885
| Closed | -$264K | – | 109 |
|
|
2023
Q2 | $264K | Buy |
885
+13
| +1% | +$3.88K | 0.05% | 95 |
|
|
2023
Q1 | $244K | Buy |
+872
| New | +$244K | 0.04% | 96 |
|
|
2022
Q4 | – | Sell |
-929
| Closed | -$214K | – | 109 |
|
|
2022
Q3 | $214K | Buy |
929
+280
| +43% | +$64.6K | 0.05% | 93 |
|
|
2022
Q2 | $160K | Sell |
649
-409
| -39% | -$101K | 0.03% | 111 |
|
|
2022
Q1 | $264K | Buy |
1,058
+237
| +29% | +$59.1K | 0.04% | 130 |
|
|
2021
Q4 | $220K | Buy |
821
+114
| +16% | +$30.5K | 0.03% | 166 |
|
|
2021
Q3 | $170K | Buy |
707
+261
| +59% | +$62.8K | 0.03% | 175 |
|
|
2021
Q2 | $103K | Hold |
446
| – | – | 0.02% | 223 |
|
|
2021
Q1 | $100K | Sell |
446
-100
| -18% | -$22.4K | 0.02% | 212 |
|
|
2020
Q4 | $117K | Buy |
546
+87
| +19% | +$18.6K | 0.02% | 185 |
|
|
2020
Q3 | $101K | Hold |
459
| – | – | 0.02% | 188 |
|
|
2020
Q2 | $85K | Buy |
+459
| New | +$85K | 0.02% | 181 |
|