TAM
Taurus Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $21.2M | Sell |
67,751
-619
| -0.9% | -$193K | 2.15% | 19 |
|
|
2024
Q4 | $19.8M | Sell |
68,370
-185
| -0.3% | -$53.6K | 1.93% | 21 |
|
|
2024
Q3 | $20.9M | Buy |
68,555
+504
| +0.7% | +$153K | 2.03% | 20 |
|
|
2024
Q2 | $17.3M | Sell |
68,051
-187
| -0.3% | -$47.7K | 1.76% | 25 |
|
|
2024
Q1 | $19.2M | Sell |
68,238
-1,395
| -2% | -$393K | 1.95% | 23 |
|
|
2023
Q4 | $20.6M | Buy |
69,633
+1,313
| +2% | +$389K | 2.23% | 17 |
|
|
2023
Q3 | $18M | Sell |
68,320
-265
| -0.4% | -$69.8K | 2.18% | 16 |
|
|
2023
Q2 | $20.5M | Sell |
68,585
-1,088
| -2% | -$325K | 2.38% | 16 |
|
|
2023
Q1 | $19.5M | Sell |
69,673
-1,465
| -2% | -$410K | 2.38% | 17 |
|
|
2022
Q4 | $18.7M | Sell |
71,138
-470
| -0.7% | -$124K | 2.38% | 18 |
|
|
2022
Q3 | $16.5M | Sell |
71,608
-2,660
| -4% | -$614K | 2.21% | 18 |
|
|
2022
Q2 | $18.3M | Sell |
74,268
-1,534
| -2% | -$379K | 2.26% | 17 |
|
|
2022
Q1 | $18.7M | Sell |
75,802
-200
| -0.3% | -$49.5K | 1.89% | 25 |
|
|
2021
Q4 | $20.4M | Buy |
76,002
+750
| +1% | +$201K | 1.92% | 22 |
|
|
2021
Q3 | $18.1M | Sell |
75,252
-1,333
| -2% | -$321K | 1.89% | 22 |
|
|
2021
Q2 | $17.7M | Sell |
76,585
-10
| -0% | -$2.31K | 1.85% | 23 |
|
|
2021
Q1 | $17.2M | Buy |
76,595
+2,816
| +4% | +$631K | 1.98% | 23 |
|
|
2020
Q4 | $15.8M | Sell |
73,779
-6,034
| -8% | -$1.29M | 1.89% | 24 |
|
|
2020
Q3 | $17.5M | Sell |
79,813
-302
| -0.4% | -$66.3K | 2.17% | 18 |
|
|
2020
Q2 | $14.8M | Sell |
80,115
-14,391
| -15% | -$2.65M | 2.05% | 18 |
|
|
2020
Q1 | $15.6M | Sell |
94,506
-11,321
| -11% | -$1.87M | 2.59% | 16 |
|
|
2019
Q4 | $20.9M | Buy |
105,827
+1,945
| +2% | +$384K | 2.73% | 12 |
|
|
2019
Q3 | $22.3M | Sell |
103,882
-2,250
| -2% | -$483K | 3.17% | 10 |
|
|
2019
Q2 | $22M | Sell |
106,132
-32,490
| -23% | -$6.75M | 3% | 10 |
|
|
2019
Q1 | $26.3M | Sell |
138,622
-3,166
| -2% | -$601K | 3.68% | 4 |
|
|
2018
Q4 | $25.2M | Buy |
141,788
+400
| +0.3% | +$71K | 4.03% | 4 |
|
|
2018
Q3 | $23.7M | Buy |
141,388
+28,290
| +25% | +$4.73M | 3.2% | 5 |
|
|
2018
Q2 | $17.7M | Sell |
113,098
-525
| -0.5% | -$82.3K | 2.59% | 11 |
|
|
2018
Q1 | $17.8M | Buy |
113,623
+2,435
| +2% | +$381K | 2.67% | 10 |
|
|
2017
Q4 | $19.1M | Sell |
111,188
-1,510
| -1% | -$260K | 2.82% | 8 |
|
|
2017
Q3 | $17.7M | Sell |
112,698
-2,870
| -2% | -$450K | 2.75% | 7 |
|
|
2017
Q2 | $17.7M | Sell |
115,568
-925
| -0.8% | -$142K | 2.77% | 7 |
|
|
2017
Q1 | $15.1M | Sell |
116,493
-8,434
| -7% | -$1.09M | 2.48% | 9 |
|
|
2016
Q4 | $15.2M | Sell |
124,927
-2,930
| -2% | -$357K | 2.76% | 7 |
|
|
2016
Q3 | $14.8M | Sell |
127,857
-14,720
| -10% | -$1.7M | 2.67% | 13 |
|
|
2016
Q2 | $17.2M | Sell |
142,577
-4,795
| -3% | -$577K | 3.01% | 6 |
|
|
2016
Q1 | $18.5M | Sell |
147,372
-50
| -0% | -$6.28K | 3.43% | 2 |
|
|
2015
Q4 | $17.4M | Sell |
147,422
-254
| -0.2% | -$30K | 3.27% | 3 |
|
|
2015
Q3 | $14.6M | Sell |
147,676
-690
| -0.5% | -$68K | 2.81% | 5 |
|
|
2015
Q2 | $14.1M | Sell |
148,366
-727
| -0.5% | -$69.1K | 2.57% | 8 |
|
|
2015
Q1 | $14.5M | Buy |
149,093
+2,623
| +2% | +$256K | 2.71% | 6 |
|
|
2014
Q4 | $13.7M | Sell |
146,470
-2,590
| -2% | -$243K | 2.46% | 7 |
|
|
2014
Q3 | $14.1M | Buy |
149,060
+1,595
| +1% | +$151K | 2.74% | 2 |
|
|
2014
Q2 | $14.9M | Sell |
147,465
-4,600
| -3% | -$463K | 2.87% | 2 |
|
|
2014
Q1 | $14.9M | Buy |
152,065
+9,337
| +7% | +$915K | 3.09% | 2 |
|
|
2013
Q4 | $13.8M | Buy |
142,728
+1,373
| +1% | +$133K | 2.85% | 2 |
|
|
2013
Q3 | $13.6M | Sell |
141,355
-355
| -0.3% | -$34.2K | 3.14% | 2 |
|
|
2013
Q2 | $14M | Buy |
+141,710
| New | +$14M | 3.32% | 2 |
|