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