Twin Capital 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
Q1 | – | Sell |
-2,351
| Closed | -$682K | – | 311 |
|
|
2024
Q4 | $682K | Buy |
2,351
+900
| +62% | +$261K | 0.07% | 210 |
|
|
2024
Q3 | $442K | Sell |
1,451
-64
| -4% | -$19.5K | 0.05% | 253 |
|
|
2024
Q2 | $386K | Sell |
1,515
-1,759
| -54% | -$448K | 0.05% | 245 |
|
|
2024
Q1 | $923K | Buy |
3,274
+47
| +1% | +$13.3K | 0.11% | 182 |
|
|
2023
Q4 | $957K | Hold |
3,227
| – | – | 0.13% | 172 |
|
|
2023
Q3 | $850K | Buy |
+3,227
| New | +$850K | 0.12% | 178 |
|
|
2023
Q1 | – | Sell |
-9,489
| Closed | -$2.5M | – | 301 |
|
|
2022
Q4 | $2.5M | Sell |
9,489
-5,492
| -37% | -$1.45M | 0.32% | 100 |
|
|
2022
Q3 | $3.46M | Buy |
14,981
+3,404
| +29% | +$786K | 0.47% | 53 |
|
|
2022
Q2 | $2.86M | Sell |
11,577
-80
| -0.7% | -$19.8K | 0.36% | 83 |
|
|
2022
Q1 | $2.88M | Buy |
11,657
+8,304
| +248% | +$2.05M | 0.31% | 100 |
|
|
2021
Q4 | $899K | Buy |
3,353
+1,455
| +77% | +$390K | 0.09% | 208 |
|
|
2021
Q3 | $458K | Buy |
+1,898
| New | +$458K | 0.05% | 275 |
|
|
2021
Q1 | – | Sell |
-23,549
| Closed | -$5.05M | – | 306 |
|
|
2020
Q4 | $5.05M | Buy |
23,549
+1,100
| +5% | +$236K | 0.46% | 66 |
|
|
2020
Q3 | $4.93M | Sell |
22,449
-967
| -4% | -$212K | 0.45% | 61 |
|
|
2020
Q2 | $4.32M | Sell |
23,416
-248
| -1% | -$45.8K | 0.42% | 71 |
|
|
2020
Q1 | $3.91M | Buy |
23,664
+18,606
| +368% | +$3.08M | 0.42% | 69 |
|
|
2019
Q4 | $1M | Sell |
5,058
-70
| -1% | -$13.8K | 0.08% | 213 |
|
|
2019
Q3 | $1.1M | Buy |
+5,128
| New | +$1.1M | 0.08% | 209 |
|
|
2018
Q2 | – | Sell |
-4,190
| Closed | -$655K | – | 350 |
|
|
2018
Q1 | $655K | Sell |
4,190
-18,240
| -81% | -$2.85M | 0.03% | 305 |
|
|
2017
Q4 | $3.86M | Sell |
22,430
-210
| -0.9% | -$36.1K | 0.19% | 152 |
|
|
2017
Q3 | $3.55M | Sell |
22,640
-200
| -0.9% | -$31.3K | 0.19% | 166 |
|
|
2017
Q2 | $3.5M | Sell |
22,840
-4,190
| -16% | -$642K | 0.21% | 150 |
|
|
2017
Q1 | $3.5M | Sell |
27,030
-3,820
| -12% | -$495K | 0.22% | 147 |
|
|
2016
Q4 | $3.76M | Sell |
30,850
-2,100
| -6% | -$256K | 0.24% | 129 |
|
|
2016
Q3 | $3.8M | Buy |
32,950
+5,790
| +21% | +$668K | 0.25% | 121 |
|
|
2016
Q2 | $3.27M | Buy |
27,160
+18,560
| +216% | +$2.23M | 0.25% | 127 |
|
|
2016
Q1 | $1.08M | Buy |
8,600
+1,400
| +19% | +$176K | 0.08% | 220 |
|
|
2015
Q4 | $851K | Buy |
7,200
+2,970
| +70% | +$351K | 0.07% | 227 |
|
|
2015
Q3 | $417K | Hold |
4,230
| – | – | 0.04% | 241 |
|
|
2015
Q2 | $402K | Sell |
4,230
-170
| -4% | -$16.2K | 0.04% | 227 |
|
|
2015
Q1 | $429K | Sell |
4,400
-300
| -6% | -$29.3K | 0.04% | 228 |
|
|
2014
Q4 | $440K | Hold |
4,700
| – | – | 0.04% | 236 |
|
|
2014
Q3 | $446K | Sell |
4,700
-200
| -4% | -$19K | 0.05% | 255 |
|
|
2014
Q2 | $494K | Sell |
4,900
-5,540
| -53% | -$559K | 0.05% | 259 |
|
|
2014
Q1 | $1.02M | Sell |
10,440
-14,150
| -58% | -$1.39M | 0.11% | 212 |
|
|
2013
Q4 | $2.39M | Buy |
24,590
+1,740
| +8% | +$169K | 0.26% | 136 |
|
|
2013
Q3 | $2.2M | Buy |
22,850
+400
| +2% | +$38.5K | 0.23% | 130 |
|
|
2013
Q2 | $2.22M | Buy |
+22,450
| New | +$2.22M | 0.24% | 124 |
|