Sterling Investment Counsel’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 | $655K | Sell |
2,241
-2,013
| -47% | -$588K | 0.38% | 42 |
|
|
2025
Q1 | $1.33M | Buy |
4,254
+2,104
| +98% | +$657K | 0.45% | 42 |
|
|
2024
Q4 | $623K | Sell |
2,150
-2,063
| -49% | -$598K | 0.41% | 42 |
|
|
2024
Q3 | $1.28M | Buy |
4,213
+221
| +6% | +$67.3K | 0.46% | 43 |
|
|
2024
Q2 | $1.02M | Buy |
3,992
+200
| +5% | +$51K | 0.4% | 47 |
|
|
2024
Q1 | $1.07M | Buy |
3,792
+139
| +4% | +$39.2K | 0.49% | 43 |
|
|
2023
Q4 | $1.08M | Buy |
3,653
+225
| +7% | +$66.7K | 0.55% | 37 |
|
|
2023
Q3 | $903K | Buy |
3,428
+87
| +3% | +$22.9K | 0.52% | 38 |
|
|
2023
Q2 | $997K | Buy |
3,341
+40
| +1% | +$11.9K | 0.54% | 34 |
|
|
2023
Q1 | $923K | Buy |
3,301
+139
| +4% | +$38.9K | 0.55% | 34 |
|
|
2022
Q4 | $833K | Buy |
3,162
+93
| +3% | +$24.5K | 0.51% | 39 |
|
|
2022
Q3 | $708K | Buy |
3,069
+1
| +0% | +$231 | 0.52% | 34 |
|
|
2022
Q2 | $757K | Buy |
3,068
+304
| +11% | +$75K | 0.58% | 29 |
|
|
2022
Q1 | $683K | Buy |
2,764
+642
| +30% | +$159K | 0.46% | 40 |
|
|
2021
Q4 | $569K | Buy |
+2,122
| New | +$569K | 0.39% | 54 |
|