South Street Advisors’s McDonald's MCD Stock Holding History

South Street Advisors’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.06M	Hold	3,618	–	–	0.16%	45
2025 Q1	$1.13M	Hold	3,618	–	–	0.18%	45
2024 Q4	$1.05M	Sell	3,618 -1,034	-22%	-$300K	0.16%	46
2024 Q3	$1.42M	Buy	4,652 +34	+0.7%	+$10.4K	0.22%	46
2024 Q2	$1.18M	Sell	4,618 -55	-1%	-$14K	0.18%	46
2024 Q1	$1.32M	Buy	4,673 +55	+1%	+$15.5K	0.21%	45
2023 Q4	$1.37M	Hold	4,618	–	–	0.26%	44
2023 Q3	$1.22M	Sell	4,618 -36	-0.8%	-$9.48K	0.24%	46
2023 Q2	$1.39M	Hold	4,654	–	–	0.28%	46
2023 Q1	$1.3M	Sell	4,654 -76	-2%	-$21.3K	0.27%	45
2022 Q4	$1.25M	Hold	4,730	–	–	0.28%	44
2022 Q3	$1.09M	Hold	4,730	–	–	0.27%	45
2022 Q2	$1.17M	Hold	4,730	–	–	0.27%	45
2022 Q1	$1.17M	Hold	4,730	–	–	0.22%	47
2021 Q4	$1.27M	Hold	4,730	–	–	0.22%	45
2021 Q3	$1.14M	Hold	4,730	–	–	0.22%	47
2021 Q2	$1.09M	Buy	+4,730	New	+$1.09M	0.2%	41
2021 Q1	–	Sell	-4,730	Closed	-$1.02M	–	51
2020 Q4	$1.02M	Hold	4,730	–	–	0.22%	35
2020 Q3	$1.04M	Sell	4,730 -300	-6%	-$65.8K	0.25%	33
2020 Q2	$928K	Hold	5,030	–	–	0.25%	33
2020 Q1	$832K	Hold	5,030	–	–	0.27%	34
2019 Q4	$994K	Sell	5,030 -280	-5%	-$55.3K	0.26%	37
2019 Q3	$1.14M	Hold	5,310	–	–	0.33%	35
2019 Q2	$1.1M	Hold	5,310	–	–	0.33%	39
2019 Q1	$1.01M	Hold	5,310	–	–	0.31%	41
2018 Q4	$943K	Hold	5,310	–	–	0.33%	39
2018 Q3	$888	Hold	5,310	–	–	0.14%	42
2018 Q2	$832K	Hold	5,310	–	–	0.25%	41
2018 Q1	$830	Buy	5,310 +150	+3%	+$23	0.08%	41
2017 Q4	$888K	Sell	5,160 -50	-1%	-$8.61K	0.27%	40
2017 Q3	$816	Hold	5,210	–	–	0.16%	39
2017 Q2	$797K	Hold	5,210	–	–	0.26%	41
2017 Q1	$675	Hold	5,210	–	–	0.09%	44
2016 Q4	$634K	Sell	5,210 -790	-13%	-$96.1K	0.22%	43
2016 Q3	$692K	Sell	6,000 -900	-13%	-$104K	0.21%	41
2016 Q2	$830K	Hold	6,900	–	–	0.26%	39
2016 Q1	$867K	Buy	6,900 +3,000	+77%	+$377K	0.29%	37
2015 Q4	$460K	Hold	3,900	–	–	0.15%	43
2015 Q3	$384K	Hold	3,900	–	–	0.13%	48
2015 Q2	$370K	Buy	3,900 +1,318	+51%	+$125K	0.12%	47
2015 Q1	$26.5K	Sell	2,582 -23,918	-90%	-$245K	7.83%	1
2014 Q4	$2.48M	Hold	26,500	–	–	0.82%	32
2014 Q3	$2.51M	Hold	26,500	–	–	0.91%	32
2014 Q2	$2.67K	Buy	26,500 +1,080	+4%	+$109	0.76%	31
2014 Q1	$2.49M	Hold	25,420	–	–	0.99%	30
2013 Q4	$2.47M	Buy	25,420 +600	+2%	+$58.2K	1.03%	30
2013 Q3	$2.39M	Hold	24,820	–	–	1.14%	30
2013 Q2	$2.46M	Buy	+24,820	New	+$2.46M	1.29%	28