AAM
Advisors Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
38,302
-1,590
| -4% | -$465K | 0.2% | 108 |
|
|
2025
Q1 | $12.5M | Buy |
39,892
+2,799
| +8% | +$874K | 0.23% | 83 |
|
|
2024
Q4 | $10.8M | Sell |
37,093
-3,645
| -9% | -$1.06M | 0.2% | 108 |
|
|
2024
Q3 | $12.4M | Sell |
40,738
-7,520
| -16% | -$2.29M | 0.23% | 87 |
|
|
2024
Q2 | $12.3M | Sell |
48,258
-7,369
| -13% | -$1.88M | 0.24% | 77 |
|
|
2024
Q1 | $15.7M | Sell |
55,627
-7,581
| -12% | -$2.14M | 0.3% | 56 |
|
|
2023
Q4 | $18.7M | Sell |
63,208
-7,435
| -11% | -$2.2M | 0.38% | 45 |
|
|
2023
Q3 | $18.6M | Sell |
70,643
-2,075
| -3% | -$547K | 0.4% | 44 |
|
|
2023
Q2 | $21.7M | Sell |
72,718
-1,198
| -2% | -$357K | 0.44% | 38 |
|
|
2023
Q1 | $20.7M | Sell |
73,916
-7,414
| -9% | -$2.07M | 0.42% | 43 |
|
|
2022
Q4 | $21.4M | Buy |
81,330
+302
| +0.4% | +$79.6K | 0.44% | 42 |
|
|
2022
Q3 | $18.7M | Buy |
81,028
+3,013
| +4% | +$695K | 0.39% | 46 |
|
|
2022
Q2 | $19.3M | Sell |
78,015
-5,110
| -6% | -$1.26M | 0.37% | 50 |
|
|
2022
Q1 | $20.6M | Sell |
83,125
-887
| -1% | -$219K | 0.32% | 56 |
|
|
2021
Q4 | $22.5M | Buy |
84,012
+1,214
| +1% | +$325K | 0.32% | 55 |
|
|
2021
Q3 | $20M | Sell |
82,798
-15,519
| -16% | -$3.74M | 0.3% | 58 |
|
|
2021
Q2 | $22.7M | Sell |
98,317
-10,957
| -10% | -$2.53M | 0.34% | 51 |
|
|
2021
Q1 | $24.5M | Sell |
109,274
-10,998
| -9% | -$2.47M | 0.38% | 38 |
|
|
2020
Q4 | $25.8M | Sell |
120,272
-10,230
| -8% | -$2.2M | 0.43% | 35 |
|
|
2020
Q3 | $28.6M | Sell |
130,502
-7,763
| -6% | -$1.7M | 0.53% | 29 |
|
|
2020
Q2 | $25.5M | Sell |
138,265
-3,127
| -2% | -$577K | 0.5% | 28 |
|
|
2020
Q1 | $23.4M | Buy |
141,392
+6,562
| +5% | +$1.09M | 0.56% | 27 |
|
|
2019
Q4 | $26.6M | Buy |
134,830
+6,404
| +5% | +$1.27M | 0.47% | 31 |
|
|
2019
Q3 | $27.6M | Buy |
128,426
+9,007
| +8% | +$1.93M | 0.51% | 28 |
|
|
2019
Q2 | $24.8M | Buy |
119,419
+8,204
| +7% | +$1.7M | 0.45% | 33 |
|
|
2019
Q1 | $21.1M | Buy |
111,215
+17,465
| +19% | +$3.32M | 0.38% | 50 |
|
|
2018
Q4 | $16.6M | Buy |
93,750
+14,151
| +18% | +$2.51M | 0.34% | 60 |
|
|
2018
Q3 | $13.3M | Buy |
79,599
+6,478
| +9% | +$1.08M | 0.22% | 115 |
|
|
2018
Q2 | $11.5M | Sell |
73,121
-3,618
| -5% | -$567K | 0.19% | 128 |
|
|
2018
Q1 | $12.1M | Sell |
76,739
-16,509
| -18% | -$2.6M | 0.2% | 119 |
|
|
2017
Q4 | $16.1M | Sell |
93,248
-26,267
| -22% | -$4.52M | 0.26% | 85 |
|
|
2017
Q3 | $18.7M | Sell |
119,515
-18,873
| -14% | -$2.96M | 0.31% | 70 |
|
|
2017
Q2 | $21.2M | Sell |
138,388
-7,712
| -5% | -$1.18M | 0.35% | 55 |
|
|
2017
Q1 | $18.9M | Buy |
146,100
+6,557
| +5% | +$850K | 0.32% | 67 |
|
|
2016
Q4 | $17M | Sell |
139,543
-884
| -0.6% | -$108K | 0.28% | 76 |
|
|
2016
Q3 | $16.2M | Sell |
140,427
-5,849
| -4% | -$675K | 0.27% | 87 |
|
|
2016
Q2 | $17.6M | Sell |
146,276
-66,612
| -31% | -$8.02M | 0.29% | 74 |
|
|
2016
Q1 | $26.8M | Sell |
212,888
-33,787
| -14% | -$4.25M | 0.45% | 26 |
|
|
2015
Q4 | $29.1M | Sell |
246,675
-27,928
| -10% | -$3.3M | 0.46% | 23 |
|
|
2015
Q3 | $27.1M | Sell |
274,603
-4,253
| -2% | -$419K | 0.43% | 33 |
|
|
2015
Q2 | $26.5M | Buy |
278,856
+5,053
| +2% | +$480K | 0.36% | 56 |
|
|
2015
Q1 | $26.7M | Buy |
273,803
+8,421
| +3% | +$821K | 0.36% | 67 |
|
|
2014
Q4 | $24.9M | Buy |
265,382
+8,312
| +3% | +$779K | 0.33% | 73 |
|
|
2014
Q3 | $24.4M | Buy |
257,070
+30,732
| +14% | +$2.91M | 0.34% | 77 |
|
|
2014
Q2 | $22.8M | Buy |
226,338
+12,015
| +6% | +$1.21M | 0.32% | 80 |
|
|
2014
Q1 | $21M | Buy |
214,323
+20,813
| +11% | +$2.04M | 0.32% | 77 |
|
|
2013
Q4 | $18.8M | Buy |
193,510
+65,315
| +51% | +$6.34M | 0.3% | 87 |
|
|
2013
Q3 | $12.3M | Buy |
128,195
+21,646
| +20% | +$2.08M | 0.22% | 135 |
|
|
2013
Q2 | $10.5M | Buy |
+106,549
| New | +$10.5M | 0.2% | 155 |
|