American Investment Services’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 | – | Sell |
-3,960
| Closed | -$1.24M | – | 148 |
|
|
2025
Q1 | $1.24M | Hold |
3,960
| – | – | 0.22% | 76 |
|
|
2024
Q4 | $1.15M | Buy |
3,960
+176
| +5% | +$51K | 0.2% | 75 |
|
|
2024
Q3 | $1.15M | Buy |
3,784
+21
| +0.6% | +$6.4K | 0.19% | 76 |
|
|
2024
Q2 | $959K | Buy |
3,763
+24
| +0.6% | +$6.12K | 0.17% | 78 |
|
|
2024
Q1 | $1.05M | Buy |
3,739
+22
| +0.6% | +$6.2K | 0.19% | 75 |
|
|
2023
Q4 | $1.1M | Buy |
3,717
+21
| +0.6% | +$6.23K | 0.21% | 74 |
|
|
2023
Q3 | $974K | Buy |
3,696
+20
| +0.5% | +$5.27K | 0.21% | 72 |
|
|
2023
Q2 | $1.1M | Buy |
3,676
+1
| +0% | +$298 | 0.22% | 70 |
|
|
2023
Q1 | $968K | Hold |
3,675
| – | – | 0.2% | 73 |
|
|
2022
Q4 | $968K | Buy |
3,675
+21
| +0.6% | +$5.53K | 0.2% | 73 |
|
|
2022
Q3 | $843K | Sell |
3,654
-12
| -0.3% | -$2.77K | 0.2% | 66 |
|
|
2022
Q2 | $905K | Buy |
3,666
+51
| +1% | +$12.6K | 0.21% | 65 |
|
|
2022
Q1 | $894K | Buy |
3,615
+21
| +0.6% | +$5.19K | 0.2% | 63 |
|
|
2021
Q4 | $963K | Buy |
3,594
+18
| +0.5% | +$4.82K | 0.21% | 64 |
|
|
2021
Q3 | $862K | Buy |
3,576
+44
| +1% | +$10.6K | 0.19% | 67 |
|
|
2021
Q2 | $816K | Buy |
3,532
+44
| +1% | +$10.2K | 0.19% | 67 |
|
|
2021
Q1 | $782K | Buy |
3,488
+20
| +0.6% | +$4.48K | 0.21% | 64 |
|
|
2020
Q4 | $744K | Buy |
3,468
+21
| +0.6% | +$4.51K | 0.23% | 63 |
|
|
2020
Q3 | $757K | Buy |
3,447
+19
| +0.6% | +$4.17K | 0.25% | 66 |
|
|
2020
Q2 | $632K | Buy |
3,428
+22
| +0.6% | +$4.06K | 0.22% | 78 |
|
|
2020
Q1 | $563K | Sell |
3,406
-156
| -4% | -$25.8K | 0.22% | 79 |
|
|
2019
Q4 | $704K | Buy |
3,562
+137
| +4% | +$27.1K | 0.21% | 82 |
|
|
2019
Q3 | $735K | Buy |
3,425
+89
| +3% | +$19.1K | 0.23% | 75 |
|
|
2019
Q2 | $693K | Buy |
3,336
+19
| +0.6% | +$3.95K | 0.22% | 75 |
|
|
2019
Q1 | $630K | Buy |
3,317
+20
| +0.6% | +$3.8K | 0.2% | 73 |
|
|
2018
Q4 | $585K | Sell |
3,297
-170
| -5% | -$30.2K | 0.21% | 68 |
|
|
2018
Q3 | $580K | Buy |
3,467
+92
| +3% | +$15.4K | 0.2% | 69 |
|
|
2018
Q2 | $529K | Sell |
3,375
-329
| -9% | -$51.6K | 0.18% | 72 |
|
|
2018
Q1 | $579K | Sell |
3,704
-314
| -8% | -$49.1K | 0.2% | 69 |
|
|
2017
Q4 | $692K | Sell |
4,018
-163
| -4% | -$28.1K | 0.25% | 61 |
|
|
2017
Q3 | $655K | Sell |
4,181
-104
| -2% | -$16.3K | 0.25% | 64 |
|
|
2017
Q2 | $656K | Sell |
4,285
-111
| -3% | -$17K | 0.26% | 63 |
|
|
2017
Q1 | $570K | Sell |
4,396
-1,569
| -26% | -$203K | 0.23% | 67 |
|
|
2016
Q4 | $706K | Sell |
5,965
-29,627
| -83% | -$3.51M | 0.29% | 65 |
|
|
2016
Q3 | $4.11M | Sell |
35,592
-5,778
| -14% | -$667K | 1.71% | 12 |
|
|
2016
Q2 | $4.98M | Sell |
41,370
-25,214
| -38% | -$3.03M | 2.15% | 12 |
|
|
2016
Q1 | $8.37M | Sell |
66,584
-25,045
| -27% | -$3.15M | 4.1% | 6 |
|
|
2015
Q4 | $10.8M | Sell |
91,629
-5,365
| -6% | -$634K | 5.89% | 5 |
|
|
2015
Q3 | $9.56M | Sell |
96,994
-474
| -0.5% | -$46.7K | 5.32% | 6 |
|
|
2015
Q2 | $9.27M | Buy |
97,468
+26,897
| +38% | +$2.56M | 4.94% | 6 |
|
|
2015
Q1 | $6.88M | Buy |
70,571
+6,894
| +11% | +$672K | 3.73% | 8 |
|
|
2014
Q4 | $5.97M | Buy |
63,677
+29,196
| +85% | +$2.74M | 3.25% | 9 |
|
|
2014
Q3 | $3.27M | Buy |
34,481
+23,324
| +209% | +$2.21M | 1.81% | 11 |
|
|
2014
Q2 | $1.12M | Buy |
11,157
+581
| +5% | +$58.5K | 0.61% | 31 |
|
|
2014
Q1 | $1.04M | Buy |
+10,576
| New | +$1.04M | 0.6% | 26 |
|