Roman Butler Fullerton & Co’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 | $841K | Sell |
2,816
-76
| -3% | -$22.7K | 0.25% | 105 |
|
|
2025
Q1 | $904K | Sell |
2,892
-6
| -0.2% | -$1.88K | 0.35% | 72 |
|
|
2024
Q4 | $849K | Buy |
2,898
+27
| +0.9% | +$7.91K | 0.27% | 93 |
|
|
2024
Q3 | $900K | Sell |
2,871
-168
| -6% | -$52.6K | 0.27% | 91 |
|
|
2024
Q2 | $761K | Buy |
3,039
+4
| +0.1% | +$1K | 0.25% | 95 |
|
|
2024
Q1 | $836K | Sell |
3,035
-62
| -2% | -$17.1K | 0.31% | 82 |
|
|
2023
Q4 | $905K | Sell |
3,097
-539
| -15% | -$158K | 0.35% | 72 |
|
|
2023
Q3 | $903K | Sell |
3,636
-136
| -4% | -$33.8K | 0.43% | 69 |
|
|
2023
Q2 | $1.11M | Buy |
3,772
+200
| +6% | +$58.8K | 0.51% | 59 |
|
|
2023
Q1 | $1.04M | Buy |
3,572
+17
| +0.5% | +$4.96K | 0.52% | 59 |
|
|
2022
Q4 | $975K | Sell |
3,555
-123
| -3% | -$33.7K | 0.5% | 62 |
|
|
2022
Q3 | $872K | Buy |
3,678
+5
| +0.1% | +$1.19K | 0.55% | 59 |
|
|
2022
Q2 | $937K | Buy |
3,673
+198
| +6% | +$50.5K | 0.52% | 61 |
|
|
2022
Q1 | $859K | Buy |
3,475
+9
| +0.3% | +$2.23K | 0.4% | 77 |
|
|
2021
Q4 | $929K | Sell |
3,466
-117
| -3% | -$31.4K | 0.41% | 73 |
|
|
2021
Q3 | $868K | Buy |
3,583
+6
| +0.2% | +$1.45K | 0.41% | 74 |
|
|
2021
Q2 | $826K | Buy |
3,577
+15
| +0.4% | +$3.46K | 0.4% | 79 |
|
|
2021
Q1 | $824K | Sell |
3,562
-181
| -5% | -$41.9K | 0.41% | 81 |
|
|
2020
Q4 | $803K | Buy |
3,743
+206
| +6% | +$44.2K | 0.47% | 72 |
|
|
2020
Q3 | $776K | Buy |
3,537
+888
| +34% | +$195K | 0.51% | 64 |
|
|
2020
Q2 | $489K | Buy |
2,649
+32
| +1% | +$5.91K | 0.35% | 90 |
|
|
2020
Q1 | $433K | Sell |
2,617
-14
| -0.5% | -$2.32K | 0.38% | 83 |
|
|
2019
Q4 | $520K | Sell |
2,631
-509
| -16% | -$101K | 0.34% | 94 |
|
|
2019
Q3 | $674K | Buy |
3,140
+40
| +1% | +$8.59K | 0.47% | 73 |
|
|
2019
Q2 | $644K | Buy |
3,100
+12
| +0.4% | +$2.49K | 0.43% | 81 |
|
|
2019
Q1 | $586K | Buy |
3,088
+132
| +4% | +$25K | 0.41% | 86 |
|
|
2018
Q4 | $537K | Buy |
+2,956
| New | +$537K | 0.46% | 81 |
|