Townsend & Associates’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 | $1.33M | Buy |
4,455
+872
| +24% | +$260K | 0.13% | 61 |
|
|
2025
Q1 | $1.11M | Hold |
3,583
| – | – | 0.12% | 60 |
|
|
2024
Q4 | $1.01M | Sell |
3,583
-49
| -1% | -$13.8K | 0.1% | 62 |
|
|
2024
Q3 | $1.08M | Hold |
3,632
| – | – | 0.11% | 62 |
|
|
2024
Q2 | $915K | Sell |
3,632
-45
| -1% | -$11.3K | 0.1% | 62 |
|
|
2024
Q1 | $1.02M | Hold |
3,677
| – | – | 0.12% | 61 |
|
|
2023
Q4 | $1.1M | Sell |
3,677
-21
| -0.6% | -$6.31K | 0.14% | 62 |
|
|
2023
Q3 | $946K | Hold |
3,698
| – | – | 0.2% | 61 |
|
|
2023
Q2 | $1.08M | Buy |
3,698
+455
| +14% | +$133K | 0.28% | 72 |
|
|
2023
Q1 | $959K | Buy |
3,243
+915
| +39% | +$271K | 0.38% | 71 |
|
|
2022
Q4 | $620K | Buy |
2,328
+265
| +13% | +$70.5K | 0.31% | 68 |
|
|
2022
Q3 | $574K | Buy |
+2,063
| New | +$574K | 0.27% | 61 |
|
|
2019
Q3 | – | Sell |
-1,102
| Closed | -$234K | – | 81 |
|
|
2019
Q2 | $234K | Buy |
1,102
+1
| +0.1% | +$212 | 0.18% | 72 |
|
|
2019
Q1 | $209K | Buy |
+1,101
| New | +$209K | 0.21% | 73 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$167K | – | 115 |
|
|
2018
Q3 | $167K | Hold |
1,000
| – | – | 0.17% | 77 |
|
|
2018
Q2 | $157K | Hold |
1,000
| – | – | 0.18% | 74 |
|
|
2018
Q1 | $156K | Hold |
1,000
| – | – | 0.12% | 72 |
|
|
2017
Q4 | $172K | Buy |
+1,000
| New | +$172K | 0.15% | 74 |
|