Summit Global Investments’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 | $771K | Buy |
2,641
+1,463
| +124% | +$427K | 0.05% | 246 |
|
|
2025
Q1 | $368K | Sell |
1,178
-3,486
| -75% | -$1.09M | 0.03% | 337 |
|
|
2024
Q4 | $1.35M | Sell |
4,664
-6,607
| -59% | -$1.92M | 0.08% | 167 |
|
|
2024
Q3 | $3.43M | Sell |
11,271
-1,700
| -13% | -$518K | 0.22% | 86 |
|
|
2024
Q2 | $3.31M | Sell |
12,971
-9,138
| -41% | -$2.33M | 0.22% | 91 |
|
|
2024
Q1 | $6.23M | Sell |
22,109
-38,989
| -64% | -$11M | 0.46% | 51 |
|
|
2023
Q4 | $18.1M | Buy |
61,098
+8,210
| +16% | +$2.43M | 1.19% | 16 |
|
|
2023
Q3 | $13.9M | Buy |
52,888
+7,791
| +17% | +$2.05M | 0.93% | 23 |
|
|
2023
Q2 | $13.5M | Buy |
45,097
+25,284
| +128% | +$7.54M | 0.89% | 21 |
|
|
2023
Q1 | $5.54M | Sell |
19,813
-9,891
| -33% | -$2.77M | 0.43% | 60 |
|
|
2022
Q4 | $7.83M | Buy |
+29,704
| New | +$7.83M | 0.66% | 31 |
|
|
2020
Q1 | – | Sell |
-35,335
| Closed | -$6.98M | – | 263 |
|
|
2019
Q4 | $6.98M | Buy |
35,335
+28,774
| +439% | +$5.69M | 0.76% | 49 |
|
|
2019
Q3 | $1.41M | Sell |
6,561
-249
| -4% | -$53.5K | 0.16% | 97 |
|
|
2019
Q2 | $1.41M | Buy |
6,810
+1,550
| +29% | +$322K | 0.18% | 98 |
|
|
2019
Q1 | $999K | Sell |
5,260
-1,202
| -19% | -$228K | 0.13% | 113 |
|
|
2018
Q4 | $1.15M | Buy |
6,462
+50
| +0.8% | +$8.88K | 0.18% | 95 |
|
|
2018
Q3 | $1.07M | Buy |
6,412
+748
| +13% | +$125K | 0.14% | 105 |
|
|
2018
Q2 | $887K | Sell |
5,664
-13,891
| -71% | -$2.18M | 0.13% | 107 |
|
|
2018
Q1 | $3.06M | Sell |
19,555
-975
| -5% | -$152K | 0.49% | 53 |
|
|
2017
Q4 | $3.53M | Buy |
20,530
+6,591
| +47% | +$1.13M | 0.55% | 53 |
|
|
2017
Q3 | $2.18M | Buy |
13,939
+5,178
| +59% | +$811K | 0.34% | 61 |
|
|
2017
Q2 | $1.34M | Sell |
8,761
-13,013
| -60% | -$1.99M | 0.4% | 59 |
|
|
2017
Q1 | $2.82M | Buy |
21,774
+5,464
| +34% | +$708K | 0.92% | 33 |
|
|
2016
Q4 | $1.99M | Buy |
+16,310
| New | +$1.99M | 0.72% | 43 |
|