Stonebridge 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 | $552K | Hold |
1,890
| – | – | 0.22% | 62 |
|
|
2025
Q1 | $590K | Hold |
1,890
| – | – | 0.26% | 58 |
|
|
2024
Q4 | $548K | Sell |
1,890
-100
| -5% | -$29K | 0.22% | 58 |
|
|
2024
Q3 | $606K | Hold |
1,990
| – | – | 0.24% | 56 |
|
|
2024
Q2 | $507K | Sell |
1,990
-25
| -1% | -$6.37K | 0.22% | 60 |
|
|
2024
Q1 | $568K | Hold |
2,015
| – | – | 0.25% | 57 |
|
|
2023
Q4 | $597K | Hold |
2,015
| – | – | 0.29% | 52 |
|
|
2023
Q3 | $531K | Sell |
2,015
-1,000
| -33% | -$264K | 0.29% | 51 |
|
|
2023
Q2 | $900K | Hold |
3,015
| – | – | 0.42% | 44 |
|
|
2023
Q1 | $843K | Sell |
3,015
-270
| -8% | -$75.5K | 0.41% | 46 |
|
|
2022
Q4 | $866K | Hold |
3,285
| – | – | 0.41% | 47 |
|
|
2022
Q3 | $758K | Sell |
3,285
-475
| -13% | -$110K | 0.39% | 45 |
|
|
2022
Q2 | $928K | Sell |
3,760
-220
| -6% | -$54.3K | 0.42% | 45 |
|
|
2022
Q1 | $984K | Hold |
3,980
| – | – | 0.36% | 48 |
|
|
2021
Q4 | $1.07M | Sell |
3,980
-275
| -6% | -$73.7K | 0.37% | 48 |
|
|
2021
Q3 | $1.03M | Hold |
4,255
| – | – | 0.38% | 48 |
|
|
2021
Q2 | $983K | Hold |
4,255
| – | – | 0.36% | 49 |
|
|
2021
Q1 | $953K | Hold |
4,255
| – | – | 0.36% | 48 |
|
|
2020
Q4 | $913K | Hold |
4,255
| – | – | 0.38% | 47 |
|
|
2020
Q3 | $934K | Buy |
4,255
+165
| +4% | +$36.2K | 0.43% | 45 |
|
|
2020
Q2 | $756K | Sell |
4,090
-400
| -9% | -$73.9K | 0.39% | 46 |
|
|
2020
Q1 | $742K | Hold |
4,490
| – | – | 0.42% | 47 |
|
|
2019
Q4 | $887K | Sell |
4,490
-50
| -1% | -$9.88K | 0.39% | 50 |
|
|
2019
Q3 | $975K | Sell |
4,540
-515
| -10% | -$111K | 0.45% | 46 |
|
|
2019
Q2 | $1.05M | Sell |
5,055
-1,510
| -23% | -$313K | 0.41% | 52 |
|
|
2019
Q1 | $1.25M | Hold |
6,565
| – | – | 0.46% | 50 |
|
|
2018
Q4 | $1.17M | Sell |
6,565
-275
| -4% | -$48.8K | 0.47% | 49 |
|
|
2018
Q3 | $1.15M | Hold |
6,840
| – | – | 0.39% | 55 |
|
|
2018
Q2 | $1.08M | Buy |
6,840
+240
| +4% | +$37.8K | 0.39% | 57 |
|
|
2018
Q1 | $1.07M | Sell |
6,600
-170
| -3% | -$27.5K | 0.39% | 57 |
|
|
2017
Q4 | $1.18M | Sell |
6,770
-60
| -0.9% | -$10.4K | 0.42% | 50 |
|
|
2017
Q3 | $1.07M | Sell |
6,830
-25
| -0.4% | -$3.92K | 0.4% | 53 |
|
|
2017
Q2 | $1.05M | Buy |
6,855
+1,000
| +17% | +$153K | 0.4% | 54 |
|
|
2017
Q1 | $759K | Hold |
5,855
| – | – | 0.31% | 63 |
|
|
2016
Q4 | $713K | Buy |
5,855
+70
| +1% | +$8.52K | 0.3% | 61 |
|
|
2016
Q3 | $667K | Buy |
5,785
+10
| +0.2% | +$1.15K | 0.29% | 60 |
|
|
2016
Q2 | $695K | Sell |
5,775
-260
| -4% | -$31.3K | 0.32% | 59 |
|
|
2016
Q1 | $758K | Sell |
6,035
-7,175
| -54% | -$901K | 0.32% | 54 |
|
|
2015
Q4 | $1.56M | Sell |
13,210
-6,129
| -32% | -$724K | 0.66% | 35 |
|
|
2015
Q3 | $1.91M | Sell |
19,339
-935
| -5% | -$92.1K | 0.86% | 32 |
|
|
2015
Q2 | $1.93M | Buy |
20,274
+75
| +0.4% | +$7.13K | 0.79% | 33 |
|
|
2015
Q1 | $1.97M | Buy |
20,199
+625
| +3% | +$60.9K | 0.8% | 34 |
|
|
2014
Q4 | $1.83M | Buy |
19,574
+282
| +1% | +$26.4K | 0.71% | 37 |
|
|
2014
Q3 | $1.83M | Buy |
19,292
+12,840
| +199% | +$1.22M | 0.7% | 36 |
|
|
2014
Q2 | $650K | Buy |
6,452
+1,750
| +37% | +$176K | 0.25% | 84 |
|
|
2014
Q1 | $461K | Buy |
+4,702
| New | +$461K | 0.19% | 111 |
|