Allen Investment Management’s McDonald's MCD Stock Holding History

Allen Investment Management’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7M	Hold	22,516	–	–	0.09%	89
2025 Q4	$6.88M	Buy	22,516 +3,286	+17%	+$1.01M	0.08%	91
2025 Q3	$5.84M	Hold	19,230	–	–	0.06%	92
2025 Q2	$5.62M	Hold	19,230	–	–	0.06%	89
2025 Q1	$6.01M	Hold	19,230	–	–	0.07%	90
2024 Q4	$5.57M	Sell	19,230 -334	-2%	-$99.6K	0.06%	91
2024 Q3	$5.96M	Hold	19,564	–	–	0.07%	88
2024 Q2	$4.99M	Hold	19,564	–	–	0.06%	93
2024 Q1	$5.52M	Sell	19,564 -157	-0.8%	-$45.7K	0.07%	82
2023 Q4	$5.85M	Sell	19,721 -298	-1%	-$81.1K	0.08%	84
2023 Q3	$5.27M	Hold	20,019	–	–	0.08%	84
2023 Q2	$5.97M	Hold	20,019	–	–	0.09%	81
2023 Q1	$5.6M	Hold	20,019	–	–	0.09%	74
2022 Q4	$5.28M	Sell	20,019 -73	-0.4%	-$19.3K	0.08%	74
2022 Q3	$4.64M	Hold	20,092	–	–	0.08%	73
2022 Q2	$4.96M	Sell	20,092 -95	-0.5%	-$23.4K	0.08%	71
2022 Q1	$4.99M	Sell	20,187 -270	-1%	-$67.3K	0.07%	81
2021 Q4	$5.48M	Buy	20,457 +15,000	+275%	+$3.79M	0.07%	84
2021 Q3	$1.32M	Buy	5,457 +930	+21%	+$222K	0.02%	108
2021 Q2	$1.05M	Buy	4,527 +270	+6%	+$62.8K	0.01%	111
2021 Q1	$954K	Sell	4,257 -80	-2%	-$17.1K	0.01%	115
2020 Q4	$931K	Sell	4,337 -442	-9%	-$96.1K	0.02%	112
2020 Q3	$1.05M	Buy	4,779 +242	+5%	+$49.7K	0.02%	100
2020 Q2	$837K	Buy	4,537 +515	+13%	+$94.4K	0.02%	106
2020 Q1	$665K	Buy	4,022 +2,107	+110%	+$415K	0.02%	112
2019 Q4	$378K	Sell	1,915 -356	-16%	-$70.6K	0.01%	140
2019 Q3	$488K	Buy	2,271 +70	+3%	+$15K	0.01%	136
2019 Q2	$457K	Buy	2,201 +194	+10%	+$38.4K	0.01%	145
2019 Q1	$381K	Buy	2,007 +129	+7%	+$23.4K	0.01%	156
2018 Q4	$333K	Buy	1,878 +153	+9%	+$27.1K	0.01%	138
2018 Q3	$289K	Hold	1,725	–	–	0.01%	169
2018 Q2	$270K	Hold	1,725	–	–	0.01%	168
2018 Q1	$270K	Hold	1,725	–	–	0.01%	156
2017 Q4	$297K	Hold	1,725	–	–	0.01%	152
2017 Q3	$270K	Hold	1,725	–	–	0.01%	195
2017 Q2	$264K	Buy	1,725 +9	+0.5%	+$1.3K	0.01%	205
2017 Q1	$222K	Sell	1,716 -630	-27%	-$79.1K	0.01%	207
2016 Q4	$286K	Hold	2,346	–	–	0.02%	193
2016 Q3	$271K	Hold	2,346	–	–	0.02%	191
2016 Q2	$282K	Hold	2,346	–	–	0.02%	186
2016 Q1	$295K	Hold	2,346	–	–	0.02%	170
2015 Q4	$277K	Hold	2,346	–	–	0.02%	165
2015 Q3	$231K	Hold	2,346	–	–	0.02%	193
2015 Q2	$223K	Hold	2,346	–	–	0.02%	196
2015 Q1	$229K	Sell	2,346 -1,940	-45%	-$184K	0.02%	209
2014 Q4	$402K	Sell	4,286 -2,600	-38%	-$243K	0.03%	155
2014 Q3	$653K	Buy	+6,886	New	+$657K	0.05%	105