Tortoise Investment 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 | $307K | Buy |
1,051
+32
| +3% | +$9.35K | 0.03% | 179 |
|
|
2025
Q1 | $318K | Sell |
1,019
-227
| -18% | -$70.9K | 0.03% | 167 |
|
|
2024
Q4 | $361K | Buy |
1,246
+22
| +2% | +$6.38K | 0.04% | 170 |
|
|
2024
Q3 | $373K | Buy |
1,224
+59
| +5% | +$18K | 0.04% | 167 |
|
|
2024
Q2 | $297K | Buy |
1,165
+72
| +7% | +$18.4K | 0.03% | 178 |
|
|
2024
Q1 | $308K | Sell |
1,093
-78
| -7% | -$22K | 0.04% | 179 |
|
|
2023
Q4 | $347K | Buy |
1,171
+22
| +2% | +$6.53K | 0.05% | 168 |
|
|
2023
Q3 | $303K | Buy |
1,149
+2
| +0.2% | +$527 | 0.05% | 168 |
|
|
2023
Q2 | $342K | Buy |
1,147
+365
| +47% | +$109K | 0.05% | 158 |
|
|
2023
Q1 | $219K | Sell |
782
-40
| -5% | -$11.2K | 0.03% | 184 |
|
|
2022
Q4 | $217K | Sell |
822
-51
| -6% | -$13.4K | 0.04% | 183 |
|
|
2022
Q3 | $201K | Buy |
873
+57
| +7% | +$13.1K | 0.04% | 183 |
|
|
2022
Q2 | $201K | Buy |
816
+3
| +0.4% | +$739 | 0.04% | 171 |
|
|
2022
Q1 | $201K | Sell |
813
-85
| -9% | -$21K | 0.04% | 179 |
|
|
2021
Q4 | $241K | Buy |
898
+64
| +8% | +$17.2K | 0.05% | 155 |
|
|
2021
Q3 | $201K | Sell |
834
-33
| -4% | -$7.95K | 0.04% | 155 |
|
|
2021
Q2 | $200K | Buy |
867
+26
| +3% | +$6K | 0.04% | 157 |
|
|
2021
Q1 | $189K | Hold |
841
| – | – | 0.04% | 154 |
|
|
2020
Q4 | $180K | Sell |
841
-367
| -30% | -$78.5K | 0.04% | 150 |
|
|
2020
Q3 | $265K | Hold |
1,208
| – | – | 0.06% | 118 |
|
|
2020
Q2 | $223K | Hold |
1,208
| – | – | 0.06% | 128 |
|
|
2020
Q1 | $200K | Sell |
1,208
-30
| -2% | -$4.97K | 0.06% | 126 |
|
|
2019
Q4 | $245K | Buy |
1,238
+30
| +2% | +$5.94K | 0.06% | 125 |
|
|
2019
Q3 | $259K | Sell |
1,208
-95
| -7% | -$20.4K | 0.07% | 122 |
|
|
2019
Q2 | $271K | Buy |
1,303
+56
| +4% | +$11.6K | 0.07% | 127 |
|
|
2019
Q1 | $237K | Buy |
1,247
+20
| +2% | +$3.8K | 0.06% | 129 |
|
|
2018
Q4 | $218K | Sell |
1,227
-100
| -8% | -$17.8K | 0.06% | 137 |
|
|
2018
Q3 | $222K | Buy |
1,327
+247
| +23% | +$41.3K | 0.06% | 130 |
|
|
2018
Q2 | $169K | Hold |
1,080
| – | – | 0.05% | 149 |
|
|
2018
Q1 | $169K | Buy |
1,080
+766
| +244% | +$120K | 0.05% | 145 |
|
|
2017
Q4 | $54K | Buy |
314
+34
| +12% | +$5.85K | 0.02% | 235 |
|
|
2017
Q3 | $44K | Hold |
280
| – | – | 0.01% | 242 |
|
|
2017
Q2 | $43K | Buy |
280
+40
| +17% | +$6.14K | 0.01% | 234 |
|
|
2017
Q1 | $31K | Sell |
240
-19
| -7% | -$2.45K | 0.01% | 239 |
|
|
2016
Q4 | $32K | Sell |
259
-9
| -3% | -$1.11K | 0.01% | 232 |
|
|
2016
Q3 | $31K | Sell |
268
-27
| -9% | -$3.12K | 0.01% | 229 |
|
|
2016
Q2 | $36K | Buy |
295
+55
| +23% | +$6.71K | 0.01% | 224 |
|
|
2016
Q1 | $30K | Hold |
240
| – | – | 0.01% | 227 |
|
|
2015
Q4 | $28K | Sell |
240
-16
| -6% | -$1.87K | 0.01% | 244 |
|
|
2015
Q3 | $25K | Hold |
256
| – | – | 0.01% | 240 |
|
|
2015
Q2 | $24K | Sell |
256
-300
| -54% | -$28.1K | 0.01% | 259 |
|
|
2015
Q1 | $54K | Buy |
556
+40
| +8% | +$3.89K | 0.02% | 203 |
|
|
2014
Q4 | $48K | Buy |
516
+200
| +63% | +$18.6K | 0.02% | 216 |
|
|
2014
Q3 | $30K | Hold |
316
| – | – | 0.01% | 243 |
|
|
2014
Q2 | $32K | Hold |
316
| – | – | 0.01% | 243 |
|
|
2014
Q1 | $31K | Hold |
316
| – | – | 0.01% | 212 |
|
|
2013
Q4 | $31K | Hold |
316
| – | – | 0.02% | 198 |
|
|
2013
Q3 | $30K | Hold |
316
| – | – | 0.02% | 178 |
|
|
2013
Q2 | $31K | Buy |
+316
| New | +$31K | 0.02% | 172 |
|