Shelton Capital 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 | $2M | Sell |
6,835
-2,987
| -30% | -$873K | 0.05% | 226 |
|
|
2025
Q1 | $3.07M | Buy |
9,822
+1,870
| +24% | +$584K | 0.07% | 198 |
|
|
2024
Q4 | $2.31M | Sell |
7,952
-76
| -0.9% | -$22K | 0.06% | 216 |
|
|
2024
Q3 | $2.44M | Sell |
8,028
-164
| -2% | -$49.9K | 0.06% | 226 |
|
|
2024
Q2 | $2.09M | Buy |
8,192
+400
| +5% | +$102K | 0.06% | 236 |
|
|
2024
Q1 | $2.2M | Sell |
7,792
-650
| -8% | -$183K | 0.06% | 238 |
|
|
2023
Q4 | $2.5M | Sell |
8,442
-657
| -7% | -$195K | 0.08% | 222 |
|
|
2023
Q3 | $2.4M | Buy |
9,099
+421
| +5% | +$111K | 0.09% | 223 |
|
|
2023
Q2 | $2.59M | Sell |
8,678
-4,266
| -33% | -$1.27M | 0.09% | 211 |
|
|
2023
Q1 | $3.62M | Buy |
12,944
+8,244
| +175% | +$2.31M | 0.15% | 147 |
|
|
2022
Q4 | $1.24M | Sell |
4,700
-10,233
| -69% | -$2.7M | 0.13% | 188 |
|
|
2022
Q3 | $3.45M | Sell |
14,933
-5,071
| -25% | -$1.17M | 0.16% | 144 |
|
|
2022
Q2 | $4.94M | Buy |
20,004
+12,679
| +173% | +$3.13M | 0.22% | 103 |
|
|
2022
Q1 | $1.81M | Hold |
7,325
| – | – | 0.07% | 233 |
|
|
2021
Q4 | $1.96M | Buy |
7,325
+439
| +6% | +$118K | 0.07% | 233 |
|
|
2021
Q3 | $1.66M | Sell |
6,886
-66
| -0.9% | -$15.9K | 0.06% | 239 |
|
|
2021
Q2 | $1.61M | Sell |
6,952
-6,580
| -49% | -$1.52M | 0.06% | 243 |
|
|
2021
Q1 | $3.03M | Buy |
13,532
+6,719
| +99% | +$1.51M | 0.11% | 185 |
|
|
2020
Q4 | $1.46M | Sell |
6,813
-154
| -2% | -$33K | 0.07% | 224 |
|
|
2020
Q3 | $1.53M | Sell |
6,967
-104
| -1% | -$22.8K | 0.06% | 290 |
|
|
2020
Q2 | $1.3M | Sell |
7,071
-1,000
| -12% | -$184K | 0.07% | 220 |
|
|
2020
Q1 | $1.34M | Sell |
8,071
-242
| -3% | -$40K | 0.1% | 183 |
|
|
2019
Q4 | $1.64M | Sell |
8,313
-1,490
| -15% | -$294K | 0.09% | 187 |
|
|
2019
Q3 | $2.11M | Sell |
9,803
-30
| -0.3% | -$6.44K | 0.12% | 151 |
|
|
2019
Q2 | $2.04M | Buy |
9,833
+7,894
| +407% | +$1.64M | 0.12% | 165 |
|
|
2019
Q1 | $10.2K | Sell |
1,939
-8,344
| -81% | -$43.9K | 0.04% | 393 |
|
|
2018
Q4 | $1.83M | Sell |
10,283
-6,400
| -38% | -$1.14M | 0.12% | 149 |
|
|
2018
Q3 | $2.79M | Sell |
16,683
-12,154
| -42% | -$2.03M | 0.16% | 125 |
|
|
2018
Q2 | $4.52M | Buy |
28,837
+866
| +3% | +$136K | 0.28% | 78 |
|
|
2018
Q1 | $4.37M | Sell |
27,971
-636
| -2% | -$99.5K | 0.29% | 79 |
|
|
2017
Q4 | $4.92M | Buy |
28,607
+810
| +3% | +$139K | 0.32% | 72 |
|
|
2017
Q3 | $4.36M | Buy |
27,797
+1,030
| +4% | +$161K | 0.29% | 74 |
|
|
2017
Q2 | $4.1M | Sell |
26,767
-1,326
| -5% | -$203K | 0.29% | 75 |
|
|
2017
Q1 | $3.64M | Sell |
28,093
-19,243
| -41% | -$2.49M | 0.25% | 77 |
|
|
2016
Q4 | $5.76M | Buy |
47,336
+8,875
| +23% | +$1.08M | 0.44% | 38 |
|
|
2016
Q3 | $4.44M | Buy |
38,461
+2,857
| +8% | +$330K | 0.37% | 48 |
|
|
2016
Q2 | $4.29M | Buy |
35,604
+229
| +0.6% | +$27.6K | 0.38% | 46 |
|
|
2016
Q1 | $4.45M | Sell |
35,375
-365
| -1% | -$45.9K | 0.4% | 43 |
|
|
2015
Q4 | $4.22M | Buy |
35,740
+490
| +1% | +$57.9K | 0.41% | 46 |
|
|
2015
Q3 | $3.47M | Sell |
35,250
-541
| -2% | -$53.3K | 0.38% | 50 |
|
|
2015
Q2 | $3.4M | Buy |
35,791
+500
| +1% | +$47.5K | 0.35% | 56 |
|
|
2015
Q1 | $3.44M | Buy |
35,291
+1,158
| +3% | +$113K | 0.37% | 55 |
|
|
2014
Q4 | $3.2M | Hold |
34,133
| – | – | 0.37% | 55 |
|
|
2014
Q3 | $3.24M | Hold |
34,133
| – | – | 0.44% | 43 |
|
|
2014
Q2 | $3.44M | Sell |
34,133
-4,000
| -10% | -$403K | 0.48% | 37 |
|
|
2014
Q1 | $3.74M | Buy |
38,133
+865
| +2% | +$84.8K | 0.55% | 33 |
|
|
2013
Q4 | $3.62M | Sell |
37,268
-800
| -2% | -$77.6K | 0.55% | 32 |
|
|
2013
Q3 | $3.66M | Sell |
38,068
-200
| -0.5% | -$19.2K | 0.61% | 26 |
|
|
2013
Q2 | $3.79M | Buy |
+38,268
| New | +$3.79M | 0.69% | 25 |
|