Summitry LLC’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 | $6.42M | Buy |
21,963
+1,806
| +9% | +$528K | 0.29% | 47 |
|
|
2025
Q1 | $6.3M | Buy |
20,157
+1,553
| +8% | +$485K | 0.32% | 42 |
|
|
2024
Q4 | $5.39M | Buy |
18,604
+1,476
| +9% | +$428K | 0.26% | 48 |
|
|
2024
Q3 | $5.22M | Buy |
17,128
+209
| +1% | +$63.6K | 0.25% | 48 |
|
|
2024
Q2 | $4.31M | Buy |
16,919
+347
| +2% | +$88.4K | 0.22% | 52 |
|
|
2024
Q1 | $4.67M | Sell |
16,572
-534
| -3% | -$151K | 0.25% | 45 |
|
|
2023
Q4 | $5.07M | Buy |
17,106
+853
| +5% | +$253K | 0.29% | 41 |
|
|
2023
Q3 | $4.28M | Buy |
16,253
+485
| +3% | +$128K | 0.28% | 41 |
|
|
2023
Q2 | $4.71M | Buy |
15,768
+102
| +0.7% | +$30.4K | 0.3% | 41 |
|
|
2023
Q1 | $4.38M | Buy |
15,666
+341
| +2% | +$95.3K | 0.29% | 43 |
|
|
2022
Q4 | $4.04M | Buy |
15,325
+766
| +5% | +$202K | 0.3% | 43 |
|
|
2022
Q3 | $3.36M | Buy |
14,559
+936
| +7% | +$216K | 0.25% | 44 |
|
|
2022
Q2 | $3.36M | Sell |
13,623
-1,582
| -10% | -$391K | 0.25% | 41 |
|
|
2022
Q1 | $3.76M | Sell |
15,205
-532
| -3% | -$132K | 0.22% | 45 |
|
|
2021
Q4 | $4.22M | Sell |
15,737
-179
| -1% | -$48K | 0.25% | 42 |
|
|
2021
Q3 | $3.84M | Sell |
15,916
-358
| -2% | -$86.3K | 0.24% | 42 |
|
|
2021
Q2 | $3.76M | Buy |
16,274
+857
| +6% | +$198K | 0.23% | 43 |
|
|
2021
Q1 | $3.46M | Buy |
15,417
+831
| +6% | +$186K | 0.22% | 45 |
|
|
2020
Q4 | $3.13M | Buy |
14,586
+36
| +0.2% | +$7.73K | 0.23% | 41 |
|
|
2020
Q3 | $3.19M | Sell |
14,550
-153
| -1% | -$33.6K | 0.26% | 39 |
|
|
2020
Q2 | $2.71M | Buy |
14,703
+1,081
| +8% | +$199K | 0.22% | 44 |
|
|
2020
Q1 | $2.25M | Buy |
13,622
+330
| +2% | +$54.6K | 0.21% | 44 |
|
|
2019
Q4 | $2.63M | Buy |
13,292
+925
| +7% | +$183K | 0.21% | 41 |
|
|
2019
Q3 | $2.66M | Buy |
12,367
+526
| +4% | +$113K | 0.21% | 39 |
|
|
2019
Q2 | $2.46M | Buy |
11,841
+590
| +5% | +$123K | 0.2% | 38 |
|
|
2019
Q1 | $2.14M | Buy |
11,251
+636
| +6% | +$121K | 0.19% | 43 |
|
|
2018
Q4 | $1.89M | Buy |
10,615
+848
| +9% | +$151K | 0.18% | 36 |
|
|
2018
Q3 | $1.63M | Buy |
9,767
+231
| +2% | +$38.6K | 0.14% | 49 |
|
|
2018
Q2 | $1.49M | Buy |
9,536
+630
| +7% | +$98.7K | 0.14% | 48 |
|
|
2018
Q1 | $1.39M | Buy |
8,906
+116
| +1% | +$18.1K | 0.13% | 49 |
|
|
2017
Q4 | $1.51M | Buy |
8,790
+670
| +8% | +$115K | 0.14% | 47 |
|
|
2017
Q3 | $1.27M | Buy |
8,120
+785
| +11% | +$123K | 0.12% | 48 |
|
|
2017
Q2 | $1.12M | Buy |
7,335
+370
| +5% | +$56.6K | 0.11% | 45 |
|
|
2017
Q1 | $903K | Buy |
6,965
+92
| +1% | +$11.9K | 0.09% | 54 |
|
|
2016
Q4 | $837K | Buy |
6,873
+548
| +9% | +$66.7K | 0.08% | 56 |
|
|
2016
Q3 | $730K | Buy |
6,325
+1,020
| +19% | +$118K | 0.07% | 55 |
|
|
2016
Q2 | $638K | Buy |
5,305
+1,910
| +56% | +$230K | 0.07% | 58 |
|
|
2016
Q1 | $427K | Buy |
3,395
+1,155
| +52% | +$145K | 0.05% | 62 |
|
|
2015
Q4 | $265K | Buy |
+2,240
| New | +$265K | 0.03% | 69 |
|