Rossmore Private Capital’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 | $4.02M | Sell |
13,748
-385
| -3% | -$112K | 0.47% | 50 |
|
|
2025
Q1 | $4.41M | Buy |
14,133
+120
| +0.9% | +$37.5K | 0.54% | 47 |
|
|
2024
Q4 | $4.06M | Sell |
14,013
-877
| -6% | -$254K | 0.5% | 49 |
|
|
2024
Q3 | $4.53M | Sell |
14,890
-307
| -2% | -$93.5K | 0.56% | 46 |
|
|
2024
Q2 | $3.87M | Sell |
15,197
-173
| -1% | -$44.1K | 0.51% | 48 |
|
|
2024
Q1 | $4.33M | Buy |
15,370
+165
| +1% | +$46.5K | 0.57% | 47 |
|
|
2023
Q4 | $4.51M | Buy |
15,205
+526
| +4% | +$156K | 0.64% | 42 |
|
|
2023
Q3 | $3.87M | Sell |
14,679
-96
| -0.6% | -$25.3K | 0.59% | 43 |
|
|
2023
Q2 | $4.38M | Buy |
14,775
+1,257
| +9% | +$373K | 0.65% | 43 |
|
|
2023
Q1 | $3.78M | Sell |
13,518
-239
| -2% | -$66.8K | 0.59% | 44 |
|
|
2022
Q4 | $3.63M | Sell |
13,757
-61
| -0.4% | -$16.1K | 0.58% | 44 |
|
|
2022
Q3 | $3.19M | Buy |
13,818
+73
| +0.5% | +$16.8K | 0.57% | 44 |
|
|
2022
Q2 | $3.39M | Buy |
+13,745
| New | +$3.39M | 0.59% | 43 |
|
|
2022
Q1 | – | Sell |
-13,625
| Closed | -$3.65M | – | 49 |
|
|
2021
Q4 | $3.65M | Buy |
13,625
+112
| +0.8% | +$30K | 0.57% | 49 |
|
|
2021
Q3 | $3.26M | Buy |
13,513
+101
| +0.8% | +$24.4K | 0.56% | 48 |
|
|
2021
Q2 | $3.1M | Buy |
13,412
+823
| +7% | +$190K | 0.53% | 51 |
|
|
2021
Q1 | $2.82M | Sell |
12,589
-908
| -7% | -$204K | 0.53% | 53 |
|
|
2020
Q4 | $2.9M | Buy |
13,497
+314
| +2% | +$67.4K | 0.59% | 45 |
|
|
2020
Q3 | $2.89M | Buy |
13,183
+1,458
| +12% | +$320K | 0.68% | 42 |
|
|
2020
Q2 | $2.16M | Buy |
11,725
+696
| +6% | +$128K | 0.6% | 45 |
|
|
2020
Q1 | $1.82M | Buy |
11,029
+5,215
| +90% | +$862K | 0.63% | 45 |
|
|
2019
Q4 | $1.15M | Sell |
5,814
-36
| -0.6% | -$7.12K | 0.35% | 56 |
|
|
2019
Q3 | $1.26M | Hold |
5,850
| – | – | 0.42% | 51 |
|
|
2019
Q2 | $1.22M | Sell |
5,850
-140
| -2% | -$29.1K | 0.43% | 48 |
|
|
2019
Q1 | $1.14M | Buy |
5,990
+62
| +1% | +$11.8K | 0.42% | 46 |
|
|
2018
Q4 | $1.05M | Hold |
5,928
| – | – | 0.45% | 48 |
|
|
2018
Q3 | $992K | Buy |
5,928
+3,674
| +163% | +$615K | 0.4% | 49 |
|
|
2018
Q2 | $353K | Sell |
2,254
-37
| -2% | -$5.8K | 0.23% | 78 |
|
|
2018
Q1 | $358K | Buy |
2,291
+547
| +31% | +$85.5K | 0.36% | 61 |
|
|
2017
Q4 | $300K | Buy |
+1,744
| New | +$300K | 0.3% | 66 |
|