True North Advisors’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 | $669K | Buy |
2,290
+1,106
| +93% | +$323K | 0.13% | 117 |
|
|
2025
Q1 | $370K | Buy |
1,184
+41
| +4% | +$12.8K | 0.07% | 166 |
|
|
2024
Q4 | $331K | Sell |
1,143
-35
| -3% | -$10.1K | 0.08% | 131 |
|
|
2024
Q3 | $359K | Buy |
1,178
+151
| +15% | +$46K | 0.09% | 119 |
|
|
2024
Q2 | $262K | Sell |
1,027
-87
| -8% | -$22.2K | 0.07% | 159 |
|
|
2024
Q1 | $314K | Buy |
1,114
+124
| +13% | +$35K | 0.09% | 136 |
|
|
2023
Q4 | $293K | Sell |
990
-33
| -3% | -$9.78K | 0.08% | 138 |
|
|
2023
Q3 | $270K | Buy |
1,023
+25
| +3% | +$6.59K | 0.08% | 158 |
|
|
2023
Q2 | $298K | Buy |
+998
| New | +$298K | 0.08% | 167 |
|
|
2022
Q1 | – | Sell |
-1,237
| Closed | -$331K | – | 222 |
|
|
2021
Q4 | $331K | Sell |
1,237
-3,972
| -76% | -$1.06M | 0.06% | 189 |
|
|
2021
Q3 | $1.26M | Buy |
5,209
+910
| +21% | +$219K | 0.25% | 89 |
|
|
2021
Q2 | $993K | Buy |
4,299
+22
| +0.5% | +$5.08K | 0.21% | 94 |
|
|
2021
Q1 | $958K | Sell |
4,277
-144
| -3% | -$32.3K | 0.23% | 90 |
|
|
2020
Q4 | $948K | Sell |
4,421
-107
| -2% | -$22.9K | 0.24% | 82 |
|
|
2020
Q3 | $993K | Buy |
4,528
+40
| +0.9% | +$8.77K | 0.29% | 75 |
|
|
2020
Q2 | $827K | Buy |
+4,488
| New | +$827K | 0.2% | 86 |
|