Sentry Investment Management’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 | $675K | Hold |
2,314
| – | – | 0.37% | 47 |
|
|
2025
Q1 | $694K | Sell |
2,314
-691
| -23% | -$207K | 0.47% | 36 |
|
|
2024
Q4 | $871K | Sell |
3,005
-489
| -14% | -$142K | 0.42% | 39 |
|
|
2024
Q3 | $1.06M | Hold |
3,494
| – | – | 0.45% | 40 |
|
|
2024
Q2 | $890K | Sell |
3,494
-716
| -17% | -$182K | 0.4% | 46 |
|
|
2024
Q1 | $1.19M | Hold |
4,210
| – | – | 0.46% | 41 |
|
|
2023
Q4 | $1.25M | Sell |
4,210
-21
| -0.5% | -$6.23K | 0.54% | 31 |
|
|
2023
Q3 | $1.12M | Sell |
4,231
-948
| -18% | -$250K | 0.53% | 32 |
|
|
2023
Q2 | $1.55M | Hold |
5,179
| – | – | 0.58% | 27 |
|
|
2023
Q1 | $1.45M | Sell |
5,179
-720
| -12% | -$201K | 0.6% | 30 |
|
|
2022
Q4 | $1.56M | Buy |
5,899
+847
| +17% | +$223K | 0.69% | 28 |
|
|
2022
Q3 | $1.17M | Sell |
5,052
-89
| -2% | -$20.5K | 0.55% | 32 |
|
|
2022
Q2 | $1.27M | Sell |
5,141
-882
| -15% | -$218K | 0.57% | 32 |
|
|
2022
Q1 | $1.49M | Sell |
6,023
-864
| -13% | -$214K | 0.47% | 42 |
|
|
2021
Q4 | $1.85M | Buy |
6,887
+716
| +12% | +$192K | 0.49% | 45 |
|
|
2021
Q3 | $1.49M | Sell |
6,171
-1,484
| -19% | -$358K | 0.43% | 44 |
|
|
2021
Q2 | $1.77M | Buy |
7,655
+192
| +3% | +$44.3K | 0.45% | 50 |
|
|
2021
Q1 | $1.67M | Sell |
7,463
-40,611
| -84% | -$9.1M | 0.46% | 44 |
|
|
2020
Q4 | $10.3M | Buy |
48,074
+139
| +0.3% | +$29.8K | 0.52% | 41 |
|
|
2020
Q3 | $10.5M | Buy |
47,935
+22,410
| +88% | +$4.92M | 0.58% | 34 |
|
|
2020
Q2 | $4.71M | Sell |
25,525
-22,375
| -47% | -$4.13M | 0.29% | 86 |
|
|
2020
Q1 | $7.92M | Hold |
47,900
| – | – | 0.58% | 41 |
|
|
2019
Q4 | $9.47M | Hold |
47,900
| – | – | 0.56% | 35 |
|
|
2019
Q3 | $10.3M | Buy |
47,900
+2,342
| +5% | +$503K | 0.67% | 31 |
|
|
2019
Q2 | $9.46M | Buy |
45,558
+20,110
| +79% | +$4.18M | 0.63% | 33 |
|
|
2019
Q1 | $4.83M | Sell |
25,448
-2,227
| -8% | -$423K | 0.34% | 69 |
|
|
2018
Q4 | $4.91M | Sell |
27,675
-692
| -2% | -$123K | 0.36% | 65 |
|
|
2018
Q3 | $4.75M | Sell |
28,367
-6,449
| -19% | -$1.08M | 0.29% | 88 |
|
|
2018
Q2 | $5.46M | Sell |
34,816
-4,787
| -12% | -$750K | 0.36% | 67 |
|
|
2018
Q1 | $6.19M | Sell |
39,603
-4,825
| -11% | -$755K | 0.38% | 65 |
|
|
2017
Q4 | $7.65M | Sell |
44,428
-3,309
| -7% | -$570K | 0.42% | 54 |
|
|
2017
Q3 | $7.48M | Sell |
47,737
-2,395
| -5% | -$375K | 0.28% | 58 |
|
|
2017
Q2 | $7.68M | Sell |
50,132
-14,872
| -23% | -$2.28M | 0.3% | 52 |
|
|
2017
Q1 | $8.43M | Sell |
65,004
-2,980
| -4% | -$386K | 0.34% | 48 |
|
|
2016
Q4 | $8.28M | Sell |
67,984
-75
| -0.1% | -$9.13K | 0.35% | 46 |
|
|
2016
Q3 | $7.85M | Sell |
68,059
-2,804
| -4% | -$323K | 0.34% | 51 |
|
|
2016
Q2 | $8.53M | Sell |
70,863
-62
| -0.1% | -$7.46K | 0.37% | 48 |
|
|
2016
Q1 | $8.91M | Sell |
70,925
-1,289
| -2% | -$162K | 0.4% | 45 |
|
|
2015
Q4 | $8.53M | Buy |
72,214
+15,262
| +27% | +$1.8M | 0.39% | 45 |
|
|
2015
Q3 | $5.61M | Sell |
56,952
-5,300
| -9% | -$522K | 0.28% | 71 |
|
|
2015
Q2 | $5.92M | Sell |
62,252
-4,101
| -6% | -$390K | 0.28% | 70 |
|
|
2015
Q1 | $6.47M | Sell |
66,353
-3,973
| -6% | -$387K | 0.31% | 64 |
|
|
2014
Q4 | $6.59M | Buy |
70,326
+7,221
| +11% | +$677K | 0.32% | 56 |
|
|
2014
Q3 | $5.98M | Sell |
63,105
-1,690
| -3% | -$160K | 0.31% | 58 |
|
|
2014
Q2 | $6.53M | Buy |
64,795
+7,461
| +13% | +$752K | 0.34% | 52 |
|
|
2014
Q1 | $5.62M | Hold |
57,334
| – | – | 0.3% | 53 |
|
|
2013
Q4 | $5.56M | Buy |
57,334
+11,300
| +25% | +$1.1M | 0.3% | 54 |
|
|
2013
Q3 | $4.43M | Buy |
46,034
+28,106
| +157% | +$2.7M | 0.26% | 60 |
|
|
2013
Q2 | $1.78M | Buy |
+17,928
| New | +$1.78M | 0.1% | 102 |
|