Sather Financial Group’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 | $356K | Hold |
1,218
| – | – | 0.02% | 81 |
|
|
2025
Q1 | $380K | Buy |
1,218
+133
| +12% | +$41.5K | 0.02% | 64 |
|
|
2024
Q4 | $314K | Sell |
1,085
-137
| -11% | -$39.7K | 0.02% | 73 |
|
|
2024
Q3 | $372K | Sell |
1,222
-40
| -3% | -$12.2K | 0.02% | 63 |
|
|
2024
Q2 | $322K | Sell |
1,262
-18,747
| -94% | -$4.78M | 0.02% | 66 |
|
|
2024
Q1 | $5.64M | Sell |
20,009
-9,370
| -32% | -$2.64M | 0.4% | 30 |
|
|
2023
Q4 | $8.71M | Sell |
29,379
-16
| -0.1% | -$4.74K | 0.64% | 30 |
|
|
2023
Q3 | $7.74M | Buy |
29,395
+72
| +0.2% | +$19K | 0.64% | 31 |
|
|
2023
Q2 | $8.75M | Sell |
29,323
-82
| -0.3% | -$24.5K | 0.7% | 32 |
|
|
2023
Q1 | $8.22M | Sell |
29,405
-14,223
| -33% | -$3.98M | 0.71% | 32 |
|
|
2022
Q4 | $11.5M | Buy |
43,628
+42,223
| +3,005% | +$11.1M | 0.95% | 33 |
|
|
2022
Q3 | $324K | Sell |
1,405
-8
| -0.6% | -$1.85K | 0.04% | 60 |
|
|
2022
Q2 | $349K | Buy |
1,413
+115
| +9% | +$28.4K | 0.04% | 62 |
|
|
2022
Q1 | $321K | Buy |
1,298
+193
| +17% | +$47.7K | 0.03% | 72 |
|
|
2021
Q4 | $296K | Buy |
1,105
+5
| +0.5% | +$1.34K | 0.03% | 64 |
|
|
2021
Q3 | $265K | Buy |
1,100
+4
| +0.4% | +$964 | 0.03% | 68 |
|
|
2021
Q2 | $253K | Buy |
1,096
+5
| +0.5% | +$1.15K | 0.03% | 48 |
|
|
2021
Q1 | $245K | Buy |
1,091
+5
| +0.5% | +$1.12K | 0.03% | 43 |
|
|
2020
Q4 | $233K | Buy |
1,086
+85
| +8% | +$18.2K | 0.03% | 42 |
|
|
2020
Q3 | $219K | Buy |
+1,001
| New | +$219K | 0.03% | 40 |
|
|
2020
Q1 | – | Sell |
-1,278
| Closed | -$252K | – | 77 |
|
|
2019
Q4 | $252K | Buy |
1,278
+300
| +31% | +$59.2K | 0.04% | 70 |
|
|
2019
Q3 | $209K | Buy |
978
+5
| +0.5% | +$1.07K | 0.04% | 55 |
|
|
2019
Q2 | $202K | Sell |
973
-1,696
| -64% | -$352K | 0.04% | 54 |
|
|
2019
Q1 | $506K | Sell |
2,669
-2,195
| -45% | -$416K | 0.1% | 41 |
|
|
2018
Q4 | $863K | Buy |
4,864
+5
| +0.1% | +$887 | 0.19% | 38 |
|
|
2018
Q3 | $812K | Sell |
4,859
-75
| -2% | -$12.5K | 0.16% | 39 |
|
|
2018
Q2 | $773K | Buy |
4,934
+4
| +0.1% | +$627 | 0.17% | 41 |
|
|
2018
Q1 | $771K | Buy |
4,930
+86
| +2% | +$13.4K | 0.18% | 41 |
|
|
2017
Q4 | $834K | Buy |
4,844
+5
| +0.1% | +$861 | 0.21% | 37 |
|
|
2017
Q3 | $758K | Buy |
4,839
+5
| +0.1% | +$783 | 0.21% | 40 |
|
|
2017
Q2 | $740K | Buy |
+4,834
| New | +$740K | 0.21% | 38 |
|
|
2014
Q2 | – | Sell |
-13,860
| Closed | -$1.36M | – | 58 |
|
|
2014
Q1 | $1.36M | Buy |
13,860
+6
| +0% | +$588 | 0.86% | 36 |
|
|
2013
Q4 | $1.34M | Buy |
13,854
+6
| +0% | +$582 | 0.9% | 35 |
|
|
2013
Q3 | $1.33M | Buy |
13,848
+6
| +0% | +$577 | 0.96% | 35 |
|
|
2013
Q2 | $1.37M | Buy |
+13,842
| New | +$1.37M | 1.13% | 32 |
|