Allen Investment 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
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% | -$96.8K | 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% | -$44.3K | 0.07% | 82 |
|
|
2023
Q4 | $5.85M | Sell |
19,721
-298
| -1% | -$88.4K | 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% | -$19.2K | 0.08% | 74 |
|
|
2022
Q3 | $4.64M | Hold |
20,092
| – | – | 0.08% | 73 |
|
|
2022
Q2 | $4.96M | Sell |
20,092
-95
| -0.5% | -$23.5K | 0.08% | 71 |
|
|
2022
Q1 | $4.99M | Sell |
20,187
-270
| -1% | -$66.8K | 0.07% | 81 |
|
|
2021
Q4 | $5.48M | Buy |
20,457
+15,000
| +275% | +$4.02M | 0.07% | 84 |
|
|
2021
Q3 | $1.32M | Buy |
5,457
+930
| +21% | +$224K | 0.02% | 108 |
|
|
2021
Q2 | $1.05M | Buy |
4,527
+270
| +6% | +$62.4K | 0.01% | 111 |
|
|
2021
Q1 | $954K | Sell |
4,257
-80
| -2% | -$17.9K | 0.01% | 115 |
|
|
2020
Q4 | $931K | Sell |
4,337
-442
| -9% | -$94.9K | 0.02% | 112 |
|
|
2020
Q3 | $1.05M | Buy |
4,779
+242
| +5% | +$53.1K | 0.02% | 100 |
|
|
2020
Q2 | $837K | Buy |
4,537
+515
| +13% | +$95K | 0.02% | 106 |
|
|
2020
Q1 | $665K | Buy |
4,022
+2,107
| +110% | +$348K | 0.02% | 112 |
|
|
2019
Q4 | $378K | Sell |
1,915
-356
| -16% | -$70.3K | 0.01% | 140 |
|
|
2019
Q3 | $488K | Buy |
2,271
+70
| +3% | +$15K | 0.01% | 136 |
|
|
2019
Q2 | $457K | Buy |
2,201
+194
| +10% | +$40.3K | 0.01% | 145 |
|
|
2019
Q1 | $381K | Buy |
2,007
+129
| +7% | +$24.5K | 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% | +$1.38K | 0.01% | 205 |
|
|
2017
Q1 | $222K | Sell |
1,716
-630
| -27% | -$81.5K | 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% | -$189K | 0.02% | 209 |
|
|
2014
Q4 | $402K | Sell |
4,286
-2,600
| -38% | -$244K | 0.03% | 155 |
|
|
2014
Q3 | $653K | Buy |
+6,886
| New | +$653K | 0.05% | 105 |
|