TCM
Telos Capital Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6M | Sell |
20,523
-1,502
| -7% | -$439K | 0.61% | 67 |
|
|
2025
Q1 | $6.88M | Sell |
22,025
-563
| -2% | -$176K | 0.75% | 47 |
|
|
2024
Q4 | $6.55M | Buy |
22,588
+275
| +1% | +$79.7K | 0.7% | 55 |
|
|
2024
Q3 | $6.79M | Buy |
22,313
+319
| +1% | +$97.1K | 0.71% | 54 |
|
|
2024
Q2 | $5.6M | Buy |
21,994
+651
| +3% | +$166K | 0.62% | 60 |
|
|
2024
Q1 | $6.02M | Buy |
21,343
+258
| +1% | +$72.7K | 0.68% | 52 |
|
|
2023
Q4 | $6.25M | Buy |
21,085
+20,270
| +2,487% | +$6.01M | 0.76% | 42 |
|
|
2023
Q3 | $215K | Buy |
815
+15
| +2% | +$3.95K | 0.03% | 179 |
|
|
2023
Q2 | $239K | Sell |
800
-79
| -9% | -$23.6K | 0.03% | 183 |
|
|
2023
Q1 | $246K | Buy |
879
+58
| +7% | +$16.2K | 0.03% | 178 |
|
|
2022
Q4 | $216K | Buy |
+821
| New | +$216K | 0.03% | 181 |
|
|
2022
Q3 | – | Sell |
-852
| Closed | -$210K | – | 174 |
|
|
2022
Q2 | $210K | Buy |
+852
| New | +$210K | 0.03% | 168 |
|
|
2022
Q1 | – | Sell |
-914
| Closed | -$245K | – | 194 |
|
|
2021
Q4 | $245K | Sell |
914
-10
| -1% | -$2.68K | 0.03% | 172 |
|
|
2021
Q3 | $223K | Hold |
924
| – | – | 0.03% | 168 |
|
|
2021
Q2 | $214K | Sell |
924
-152
| -14% | -$35.2K | 0.03% | 176 |
|
|
2021
Q1 | $241K | Sell |
1,076
-574
| -35% | -$129K | 0.03% | 162 |
|
|
2020
Q4 | $354K | Buy |
1,650
+14
| +0.9% | +$3K | 0.05% | 140 |
|
|
2020
Q3 | $359K | Sell |
1,636
-65
| -4% | -$14.3K | 0.06% | 134 |
|
|
2020
Q2 | $314K | Sell |
1,701
-8,000
| -82% | -$1.48M | 0.06% | 143 |
|
|
2020
Q1 | $1.6M | Buy |
9,701
+4,668
| +93% | +$772K | 0.4% | 77 |
|
|
2019
Q4 | $995K | Buy |
5,033
+100
| +2% | +$19.8K | 0.23% | 98 |
|
|
2019
Q3 | $1.06M | Buy |
4,933
+506
| +11% | +$109K | 0.29% | 89 |
|
|
2019
Q2 | $919K | Sell |
4,427
-20
| -0.4% | -$4.15K | 0.27% | 88 |
|
|
2019
Q1 | $844K | Sell |
4,447
-237
| -5% | -$45K | 0.26% | 88 |
|
|
2018
Q4 | $832K | Sell |
4,684
-30
| -0.6% | -$5.33K | 0.31% | 85 |
|
|
2018
Q3 | $789K | Sell |
4,714
-31
| -0.7% | -$5.19K | 0.25% | 93 |
|
|
2018
Q2 | $744K | Buy |
4,745
+162
| +4% | +$25.4K | 0.26% | 90 |
|
|
2018
Q1 | $717K | Sell |
4,583
-8,290
| -64% | -$1.3M | 0.25% | 93 |
|
|
2017
Q4 | $2.22M | Sell |
12,873
-369
| -3% | -$63.5K | 0.78% | 54 |
|
|
2017
Q3 | $2.08M | Sell |
13,242
-167
| -1% | -$26.2K | 0.8% | 54 |
|
|
2017
Q2 | $2.05M | Sell |
13,409
-296
| -2% | -$45.3K | 0.82% | 52 |
|
|
2017
Q1 | $1.78M | Sell |
13,705
-29
| -0.2% | -$3.76K | 0.74% | 56 |
|
|
2016
Q4 | $1.67M | Buy |
13,734
+7
| +0.1% | +$852 | 0.74% | 58 |
|
|
2016
Q3 | $1.58M | Buy |
13,727
+412
| +3% | +$47.5K | 0.74% | 57 |
|
|
2016
Q2 | $1.6M | Sell |
13,315
-9,447
| -42% | -$1.14M | 0.78% | 54 |
|
|
2016
Q1 | $2.86M | Sell |
22,762
-331
| -1% | -$41.6K | 1.5% | 16 |
|
|
2015
Q4 | $2.73M | Sell |
23,093
-144
| -0.6% | -$17K | 1.47% | 14 |
|
|
2015
Q3 | $2.29M | Sell |
23,237
-538
| -2% | -$53K | 1.4% | 16 |
|
|
2015
Q2 | $2.26M | Buy |
23,775
+1,932
| +9% | +$184K | 1.25% | 18 |
|
|
2015
Q1 | $2.13M | Buy |
21,843
+1,351
| +7% | +$132K | 1.24% | 20 |
|
|
2014
Q4 | $1.92M | Buy |
20,492
+1,424
| +7% | +$133K | 1.17% | 23 |
|
|
2014
Q3 | $1.81M | Buy |
19,068
+1,064
| +6% | +$101K | 1.12% | 24 |
|
|
2014
Q2 | $1.81M | Buy |
18,004
+801
| +5% | +$80.7K | 1.12% | 20 |
|
|
2014
Q1 | $1.69M | Buy |
17,203
+1,730
| +11% | +$170K | 1.18% | 22 |
|
|
2013
Q4 | $1.5M | Buy |
15,473
+124
| +0.8% | +$12K | 1.1% | 29 |
|
|
2013
Q3 | $1.48M | Buy |
15,349
+629
| +4% | +$60.5K | 1.2% | 22 |
|
|
2013
Q2 | $1.46M | Buy |
+14,720
| New | +$1.46M | 1.28% | 23 |
|