Sand Hill Global Advisors’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 | $595K | Sell |
2,037
-525
| -20% | -$153K | 0.02% | 138 |
|
2025
Q1 | $800K | Buy |
2,562
+503
| +24% | +$157K | 0.03% | 124 |
|
2024
Q4 | $597K | Sell |
2,059
-132
| -6% | -$38.3K | 0.03% | 134 |
|
2024
Q3 | $667K | Buy |
2,191
+71
| +3% | +$21.6K | 0.03% | 125 |
|
2024
Q2 | $540K | Sell |
2,120
-2
| -0.1% | -$510 | 0.02% | 133 |
|
2024
Q1 | $598K | Sell |
2,122
-193
| -8% | -$54.4K | 0.03% | 114 |
|
2023
Q4 | $686K | Buy |
2,315
+128
| +6% | +$37.9K | 0.03% | 111 |
|
2023
Q3 | $576K | Buy |
2,187
+3
| +0.1% | +$790 | 0.03% | 108 |
|
2023
Q2 | $652K | Buy |
2,184
+2
| +0.1% | +$597 | 0.03% | 108 |
|
2023
Q1 | $610K | Sell |
2,182
-105
| -5% | -$29.4K | 0.03% | 109 |
|
2022
Q4 | $603K | Buy |
2,287
+111
| +5% | +$29.2K | 0.03% | 114 |
|
2022
Q3 | $502K | Buy |
2,176
+45
| +2% | +$10.4K | 0.03% | 115 |
|
2022
Q2 | $526K | Buy |
2,131
+797
| +60% | +$197K | 0.03% | 113 |
|
2022
Q1 | $330K | Buy |
1,334
+2
| +0.2% | +$495 | 0.02% | 127 |
|
2021
Q4 | $357K | Sell |
1,332
-42
| -3% | -$11.3K | 0.02% | 122 |
|
2021
Q3 | $331K | Sell |
1,374
-152
| -10% | -$36.6K | 0.02% | 122 |
|
2021
Q2 | $352K | Sell |
1,526
-186
| -11% | -$42.9K | 0.02% | 116 |
|
2021
Q1 | $384K | Buy |
1,712
+17
| +1% | +$3.81K | 0.03% | 105 |
|
2020
Q4 | $364K | Sell |
1,695
-52
| -3% | -$11.2K | 0.02% | 109 |
|
2020
Q3 | $383K | Buy |
1,747
+138
| +9% | +$30.3K | 0.03% | 101 |
|
2020
Q2 | $297K | Buy |
1,609
+120
| +8% | +$22.2K | 0.02% | 108 |
|
2020
Q1 | $246K | Sell |
1,489
-13
| -0.9% | -$2.15K | 0.02% | 108 |
|
2019
Q4 | $297K | Buy |
1,502
+52
| +4% | +$10.3K | 0.03% | 119 |
|
2019
Q3 | $311K | Hold |
1,450
| – | – | 0.03% | 119 |
|
2019
Q2 | $301K | Sell |
1,450
-18
| -1% | -$3.74K | 0.03% | 93 |
|
2019
Q1 | $279K | Buy |
1,468
+18
| +1% | +$3.42K | 0.03% | 91 |
|
2018
Q4 | $257K | Hold |
1,450
| – | – | 0.03% | 95 |
|
2018
Q3 | $243K | Sell |
1,450
-62
| -4% | -$10.4K | 0.02% | 95 |
|
2018
Q2 | $237K | Buy |
1,512
+12
| +0.8% | +$1.88K | 0.02% | 97 |
|
2018
Q1 | $235K | Hold |
1,500
| – | – | 0.23% | 71 |
|
2017
Q4 | $258K | Sell |
1,500
-71
| -5% | -$12.2K | 0.03% | 96 |
|
2017
Q3 | $246K | Buy |
1,571
+196
| +14% | +$30.7K | 0.03% | 103 |
|
2017
Q2 | $211K | Buy |
+1,375
| New | +$211K | 0.02% | 106 |
|
2015
Q2 | – | Sell |
-2,094
| Closed | -$204K | – | 79 |
|
2015
Q1 | $204K | Sell |
2,094
-3,160
| -60% | -$308K | 0.03% | 77 |
|
2014
Q4 | $492K | Buy |
5,254
+660
| +14% | +$61.8K | 0.08% | 63 |
|
2014
Q3 | $436K | Hold |
4,594
| – | – | 0.07% | 63 |
|
2014
Q2 | $463K | Sell |
4,594
-740
| -14% | -$74.6K | 0.09% | 62 |
|
2014
Q1 | $523K | Hold |
5,334
| – | – | 0.11% | 60 |
|
2013
Q4 | $518K | Buy |
5,334
+55
| +1% | +$5.34K | 0.11% | 60 |
|
2013
Q3 | $508K | Buy |
5,279
+1,379
| +35% | +$133K | 0.09% | 62 |
|
2013
Q2 | $386K | Buy |
+3,900
| New | +$386K | 0.11% | 55 |
|