Suncoast Equity 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 | $1.21M | Buy |
4,143
+22
| +0.5% | +$6.43K | 0.12% | 46 |
|
|
2025
Q1 | $1.29M | Sell |
4,121
-157
| -4% | -$49K | 0.15% | 42 |
|
|
2024
Q4 | $1.24M | Sell |
4,278
-18
| -0.4% | -$5.22K | 0.14% | 40 |
|
|
2024
Q3 | $1.31M | Sell |
4,296
-319
| -7% | -$97.1K | 0.15% | 40 |
|
|
2024
Q2 | $1.18M | Sell |
4,615
-9
| -0.2% | -$2.29K | 0.13% | 40 |
|
|
2024
Q1 | $1.3M | Sell |
4,624
-419
| -8% | -$118K | 0.15% | 37 |
|
|
2023
Q4 | $1.5M | Sell |
5,043
-220
| -4% | -$65.2K | 0.2% | 35 |
|
|
2023
Q3 | $1.39M | Buy |
5,263
+133
| +3% | +$35K | 0.21% | 32 |
|
|
2023
Q2 | $1.53M | Buy |
5,130
+82
| +2% | +$24.5K | 0.23% | 30 |
|
|
2023
Q1 | $1.41M | Buy |
5,048
+5
| +0.1% | +$1.4K | 0.24% | 28 |
|
|
2022
Q4 | $1.33M | Buy |
+5,043
| New | +$1.33M | 0.24% | 27 |
|
|
2021
Q4 | – | Sell |
-1,415
| Closed | -$341K | – | 57 |
|
|
2021
Q3 | $341K | Buy |
1,415
+5
| +0.4% | +$1.21K | 0.05% | 35 |
|
|
2021
Q2 | $326K | Buy |
1,410
+5
| +0.4% | +$1.16K | 0.04% | 36 |
|
|
2021
Q1 | $315K | Buy |
1,405
+7
| +0.5% | +$1.57K | 0.05% | 36 |
|
|
2020
Q4 | $300K | Buy |
+1,398
| New | +$300K | 0.05% | 38 |
|
|
2020
Q2 | – | Sell |
-2,345
| Closed | -$388K | – | 40 |
|
|
2020
Q1 | $388K | Buy |
2,345
+60
| +3% | +$9.93K | 0.09% | 28 |
|
|
2019
Q4 | $452K | Sell |
2,285
-8
| -0.3% | -$1.58K | 0.09% | 30 |
|
|
2019
Q3 | $492K | Buy |
2,293
+842
| +58% | +$181K | 0.1% | 28 |
|
|
2019
Q2 | $301K | Buy |
1,451
+111
| +8% | +$23K | 0.06% | 33 |
|
|
2019
Q1 | $254K | Hold |
1,340
| – | – | 0.06% | 35 |
|
|
2018
Q4 | $238K | Hold |
1,340
| – | – | 0.06% | 35 |
|
|
2018
Q3 | $224K | Buy |
+1,340
| New | +$224K | 0.05% | 39 |
|