Taurus Asset Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $21.2M | Sell |
67,751
-619
| -0.9% | -$185K | 2.15% | 19 |
|
|
2024
Q4 | $19.8M | Sell |
68,370
-185
| -0.3% | -$55.2K | 1.93% | 21 |
|
|
2024
Q3 | $20.9M | Buy |
68,555
+504
| +0.7% | +$139K | 2.03% | 20 |
|
|
2024
Q2 | $17.3M | Sell |
68,051
-187
| -0.3% | -$49.6K | 1.76% | 25 |
|
|
2024
Q1 | $19.2M | Sell |
68,238
-1,395
| -2% | -$406K | 1.95% | 23 |
|
|
2023
Q4 | $20.6M | Buy |
69,633
+1,313
| +2% | +$357K | 2.23% | 17 |
|
|
2023
Q3 | $18M | Sell |
68,320
-265
| -0.4% | -$75.6K | 2.18% | 16 |
|
|
2023
Q2 | $20.5M | Sell |
68,585
-1,088
| -2% | -$316K | 2.38% | 16 |
|
|
2023
Q1 | $19.5M | Sell |
69,673
-1,465
| -2% | -$392K | 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% | -$680K | 2.21% | 18 |
|
|
2022
Q2 | $18.3M | Sell |
74,268
-1,534
| -2% | -$378K | 2.26% | 17 |
|
|
2022
Q1 | $18.7M | Sell |
75,802
-200
| -0.3% | -$49.8K | 1.89% | 25 |
|
|
2021
Q4 | $20.4M | Buy |
76,002
+750
| +1% | +$189K | 1.92% | 22 |
|
|
2021
Q3 | $18.1M | Sell |
75,252
-1,333
| -2% | -$318K | 1.89% | 22 |
|
|
2021
Q2 | $17.7M | Sell |
76,585
-10
| -0% | -$2.33K | 1.85% | 23 |
|
|
2021
Q1 | $17.2M | Buy |
76,595
+2,816
| +4% | +$602K | 1.98% | 23 |
|
|
2020
Q4 | $15.8M | Sell |
73,779
-6,034
| -8% | -$1.31M | 1.89% | 24 |
|
|
2020
Q3 | $17.5M | Sell |
79,813
-302
| -0.4% | -$62K | 2.17% | 18 |
|
|
2020
Q2 | $14.8M | Sell |
80,115
-14,391
| -15% | -$2.64M | 2.05% | 18 |
|
|
2020
Q1 | $15.6M | Sell |
94,506
-11,321
| -11% | -$2.23M | 2.59% | 16 |
|
|
2019
Q4 | $20.9M | Buy |
105,827
+1,945
| +2% | +$386K | 2.73% | 12 |
|
|
2019
Q3 | $22.3M | Sell |
103,882
-2,250
| -2% | -$482K | 3.17% | 10 |
|
|
2019
Q2 | $22M | Sell |
106,132
-32,490
| -23% | -$6.44M | 3% | 10 |
|
|
2019
Q1 | $26.3M | Sell |
138,622
-3,166
| -2% | -$575K | 3.68% | 4 |
|
|
2018
Q4 | $25.2M | Buy |
141,788
+400
| +0.3% | +$70.9K | 4.03% | 4 |
|
|
2018
Q3 | $23.7M | Buy |
141,388
+28,290
| +25% | +$4.53M | 3.2% | 5 |
|
|
2018
Q2 | $17.7M | Sell |
113,098
-525
| -0.5% | -$85.1K | 2.59% | 11 |
|
|
2018
Q1 | $17.8M | Buy |
113,623
+2,435
| +2% | +$401K | 2.67% | 10 |
|
|
2017
Q4 | $19.1M | Sell |
111,188
-1,510
| -1% | -$254K | 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% | -$134K | 2.77% | 7 |
|
|
2017
Q1 | $15.1M | Sell |
116,493
-8,434
| -7% | -$1.06M | 2.48% | 9 |
|
|
2016
Q4 | $15.2M | Sell |
124,927
-2,930
| -2% | -$344K | 2.76% | 7 |
|
|
2016
Q3 | $14.8M | Sell |
127,857
-14,720
| -10% | -$1.74M | 2.67% | 13 |
|
|
2016
Q2 | $17.2M | Sell |
142,577
-4,795
| -3% | -$601K | 3.01% | 6 |
|
|
2016
Q1 | $18.5M | Sell |
147,372
-50
| -0% | -$5.97K | 3.43% | 2 |
|
|
2015
Q4 | $17.4M | Sell |
147,422
-254
| -0.2% | -$28.4K | 3.27% | 3 |
|
|
2015
Q3 | $14.6M | Sell |
147,676
-690
| -0.5% | -$67.2K | 2.81% | 5 |
|
|
2015
Q2 | $14.1M | Sell |
148,366
-727
| -0.5% | -$70.3K | 2.57% | 8 |
|
|
2015
Q1 | $14.5M | Buy |
149,093
+2,623
| +2% | +$249K | 2.71% | 6 |
|
|
2014
Q4 | $13.7M | Sell |
146,470
-2,590
| -2% | -$242K | 2.46% | 7 |
|
|
2014
Q3 | $14.1M | Buy |
149,060
+1,595
| +1% | +$152K | 2.74% | 2 |
|
|
2014
Q2 | $14.9M | Sell |
147,465
-4,600
| -3% | -$464K | 2.87% | 2 |
|
|
2014
Q1 | $14.9M | Buy |
152,065
+9,337
| +7% | +$893K | 3.09% | 2 |
|
|
2013
Q4 | $13.8M | Buy |
142,728
+1,373
| +1% | +$132K | 2.85% | 2 |
|
|
2013
Q3 | $13.6M | Sell |
141,355
-355
| -0.3% | -$34.7K | 3.14% | 2 |
|
|
2013
Q2 | $14M | Buy |
+141,710
| New | +$14.2M | 3.32% | 2 |
|
Other funds holding MCD
Taurus Asset Management's MCD Position: Q1 2025 in Review
Taurus Asset Management reduced its McDonald's (MCD) stake by 0.91% in Q1 2025, selling an estimated $185K and leaving 67,751 shares worth $21.2M. The position accounts for 2.15% of the portfolio, ranked #19.
Taurus Asset Management first reported a position in MCD in Q2 2013 and has held it in 48 quarters since. The position peaked at $26.3M in Q1 2019. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.
- Taurus Asset Management held 67,751 shares of McDonald's worth $21.2M as of Q1 2025.
- Taurus Asset Management sold 619 McDonald's shares in Q1 2025, an estimated $185K.
- McDonald's made up 2.15% of Taurus Asset Management's portfolio in Q1 2025, its #19 holding.
- Taurus Asset Management first reported a position in McDonald's in Q2 2013 and has held it in 48 quarters since.
- Taurus Asset Management's McDonald's position peaked at $26.3M in Q1 2019.
- 3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.
Based on Taurus Asset Management's 13F filing for Q1 2025, filed 13 May 2025.