Roundview 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 | $9.63M | Buy |
32,944
+347
| +1% | +$101K | 0.64% | 32 |
|
|
2025
Q1 | $10.2M | Sell |
32,597
-179
| -0.5% | -$55.9K | 0.73% | 29 |
|
|
2024
Q4 | $9.5M | Buy |
32,776
+390
| +1% | +$113K | 0.66% | 30 |
|
|
2024
Q3 | $9.86M | Sell |
32,386
-2,933
| -8% | -$893K | 0.71% | 30 |
|
|
2024
Q2 | $9M | Sell |
35,319
-693
| -2% | -$177K | 0.71% | 30 |
|
|
2024
Q1 | $10.2M | Buy |
36,012
+403
| +1% | +$114K | 0.83% | 24 |
|
|
2023
Q4 | $10.6M | Sell |
35,609
-939
| -3% | -$278K | 0.97% | 17 |
|
|
2023
Q3 | $9.63M | Sell |
36,548
-1,013
| -3% | -$267K | 0.97% | 20 |
|
|
2023
Q2 | $11.2M | Buy |
37,561
+250
| +0.7% | +$74.6K | 1.09% | 19 |
|
|
2023
Q1 | $10.4M | Buy |
37,311
+849
| +2% | +$237K | 1.09% | 17 |
|
|
2022
Q4 | $9.61M | Buy |
36,462
+69
| +0.2% | +$18.2K | 1.1% | 17 |
|
|
2022
Q3 | $8.4M | Buy |
36,393
+173
| +0.5% | +$39.9K | 1.06% | 17 |
|
|
2022
Q2 | $8.94M | Buy |
36,220
+44
| +0.1% | +$10.9K | 1.07% | 18 |
|
|
2022
Q1 | $8.95M | Buy |
36,176
+1,079
| +3% | +$267K | 0.92% | 21 |
|
|
2021
Q4 | $9.41M | Buy |
35,097
+772
| +2% | +$207K | 0.94% | 22 |
|
|
2021
Q3 | $8.28M | Buy |
34,325
+888
| +3% | +$214K | 0.91% | 22 |
|
|
2021
Q2 | $7.72M | Buy |
33,437
+222
| +0.7% | +$51.3K | 0.86% | 23 |
|
|
2021
Q1 | $7.45M | Sell |
33,215
-308
| -0.9% | -$69K | 0.94% | 22 |
|
|
2020
Q4 | $7.19M | Buy |
33,523
+126
| +0.4% | +$27K | 0.98% | 24 |
|
|
2020
Q3 | $7.33M | Sell |
33,397
-959
| -3% | -$210K | 1.15% | 22 |
|
|
2020
Q2 | $6.34M | Sell |
34,356
-2,391
| -7% | -$441K | 1.08% | 24 |
|
|
2020
Q1 | $6.08M | Buy |
36,747
+2,943
| +9% | +$487K | 1.28% | 18 |
|
|
2019
Q4 | $6.68M | Buy |
33,804
+1,961
| +6% | +$388K | 1.27% | 17 |
|
|
2019
Q3 | $6.84M | Buy |
31,843
+1,384
| +5% | +$297K | 1.48% | 13 |
|
|
2019
Q2 | $6.33M | Buy |
30,459
+476
| +2% | +$98.8K | 1.42% | 13 |
|
|
2019
Q1 | $5.69M | Sell |
29,983
-95
| -0.3% | -$18K | 1.35% | 13 |
|
|
2018
Q4 | $5.34M | Buy |
30,078
+273
| +0.9% | +$48.5K | 1.5% | 9 |
|
|
2018
Q3 | $4.99M | Sell |
29,805
-154
| -0.5% | -$25.8K | 1.23% | 17 |
|
|
2018
Q2 | $4.69M | Buy |
29,959
+15
| +0.1% | +$2.35K | 1.23% | 15 |
|
|
2018
Q1 | $4.68M | Sell |
29,944
-120
| -0.4% | -$18.8K | 1.32% | 12 |
|
|
2017
Q4 | $5.18M | Buy |
30,064
+3,259
| +12% | +$561K | 1.34% | 11 |
|
|
2017
Q3 | $4.2M | Sell |
26,805
-68
| -0.3% | -$10.7K | 1.2% | 16 |
|
|
2017
Q2 | $4.12M | Buy |
26,873
+6,657
| +33% | +$1.02M | 1.2% | 16 |
|
|
2017
Q1 | $2.62M | Sell |
20,216
-2,147
| -10% | -$278K | 0.81% | 32 |
|
|
2016
Q4 | $2.72M | Buy |
22,363
+265
| +1% | +$32.3K | 0.87% | 27 |
|
|
2016
Q3 | $2.55M | Sell |
22,098
-895
| -4% | -$103K | 0.9% | 26 |
|
|
2016
Q2 | $2.77M | Buy |
22,993
+2,225
| +11% | +$268K | 1.02% | 25 |
|
|
2016
Q1 | $2.61M | Buy |
20,768
+5,555
| +37% | +$698K | 0.97% | 26 |
|
|
2015
Q4 | $1.8M | Sell |
15,213
-100
| -0.7% | -$11.8K | 0.71% | 41 |
|
|
2015
Q3 | $1.51M | Sell |
15,313
-28,710
| -65% | -$2.83M | 0.65% | 43 |
|
|
2015
Q2 | $4.19M | Sell |
44,023
-230
| -0.5% | -$21.9K | 1.58% | 11 |
|
|
2015
Q1 | $4.31M | Buy |
44,253
+25,130
| +131% | +$2.45M | 1.71% | 11 |
|
|
2014
Q4 | $1.79M | Buy |
19,123
+3,550
| +23% | +$333K | 0.74% | 44 |
|
|
2014
Q3 | $1.48M | Sell |
15,573
-1,078
| -6% | -$102K | 0.66% | 49 |
|
|
2014
Q2 | $1.68M | Sell |
16,651
-395
| -2% | -$39.8K | 0.68% | 47 |
|
|
2014
Q1 | $1.67M | Buy |
17,046
+45
| +0.3% | +$4.41K | 0.81% | 40 |
|
|
2013
Q4 | $1.65M | Buy |
17,001
+80
| +0.5% | +$7.76K | 0.76% | 46 |
|
|
2013
Q3 | $1.63M | Buy |
16,921
+361
| +2% | +$34.7K | 0.85% | 38 |
|
|
2013
Q2 | $1.64M | Buy |
+16,560
| New | +$1.64M | 1.03% | 31 |
|