Vivaldi Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $530K | Sell |
1,705
-69
| -4% | -$22K | 0.07% | 158 |
|
|
2025
Q4 | $542K | Sell |
1,774
-23
| -1% | -$7.04K | 0.07% | 153 |
|
|
2025
Q3 | $546K | Sell |
1,797
-86
| -5% | -$26.2K | 0.08% | 150 |
|
|
2025
Q2 | $550K | Buy |
1,883
+139
| +8% | +$42.9K | 0.08% | 145 |
|
|
2025
Q1 | $545K | Buy |
1,744
+330
| +23% | +$98.7K | 0.09% | 136 |
|
|
2024
Q4 | $414K | Sell |
1,414
-81
| -5% | -$24.2K | 0.06% | 168 |
|
|
2024
Q3 | $455K | Buy |
1,495
+184
| +14% | +$50.7K | 0.13% | 116 |
|
|
2024
Q2 | $334K | Buy |
1,311
+50
| +4% | +$13.3K | 0.1% | 159 |
|
|
2024
Q1 | $347K | Sell |
1,261
-444
| -26% | -$129K | 0.1% | 155 |
|
|
2023
Q4 | $490K | Buy |
1,705
+387
| +29% | +$105K | 0.15% | 126 |
|
|
2023
Q3 | $347K | Buy |
1,318
+289
| +28% | +$82.4K | 0.11% | 137 |
|
|
2023
Q2 | $307K | Sell |
1,029
-1,095
| -52% | -$318K | 0.09% | 143 |
|
|
2023
Q1 | $594K | Sell |
2,124
-572
| -21% | -$153K | 0.18% | 106 |
|
|
2022
Q4 | $721K | Buy |
2,696
+62
| +2% | +$16.4K | 0.18% | 112 |
|
|
2022
Q3 | $614K | Sell |
2,634
-45
| -2% | -$11.5K | 0.17% | 104 |
|
|
2022
Q2 | $661K | Buy |
2,679
+608
| +29% | +$150K | 0.17% | 103 |
|
|
2022
Q1 | $507K | Buy |
2,071
+50
| +2% | +$12.5K | 0.13% | 131 |
|
|
2021
Q4 | $542K | Buy |
2,021
+106
| +6% | +$26.8K | 0.13% | 117 |
|
|
2021
Q3 | $462K | Hold |
1,915
| – | – | 0.1% | 145 |
|
|
2021
Q2 | $457K | Sell |
1,915
-82
| -4% | -$19.1K | 0.09% | 150 |
|
|
2021
Q1 | $463K | Sell |
1,997
-834
| -29% | -$178K | 0.09% | 149 |
|
|
2020
Q4 | $607K | Buy |
2,831
+300
| +12% | +$65.2K | 0.13% | 124 |
|
|
2020
Q3 | $540K | Sell |
2,531
-43
| -2% | -$8.83K | 0.12% | 134 |
|
|
2020
Q2 | $530K | Buy |
2,574
+704
| +38% | +$129K | 0.11% | 130 |
|
|
2020
Q1 | $309K | Buy |
1,870
+145
| +8% | +$28.6K | 0.07% | 150 |
|
|
2019
Q4 | $341K | Sell |
1,725
-427
| -20% | -$84.7K | 0.08% | 158 |
|
|
2019
Q3 | $462K | Sell |
2,152
-1,878
| -47% | -$403K | 0.11% | 130 |
|
|
2019
Q2 | $837K | Buy |
4,030
+2,305
| +134% | +$457K | 0.22% | 99 |
|
|
2019
Q1 | $328K | Sell |
1,725
-339
| -16% | -$61.5K | 0.09% | 170 |
|
|
2018
Q4 | $367K | Buy |
+2,064
| New | +$366K | 0.16% | 120 |
|
Other funds holding MCD
VCM
VPM
DAM