AAIM
Asset Advisors Investment Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
6,900
-315
| -4% | -$92K | 0.2% | 60 |
|
|
2025
Q1 | $2.25M | Sell |
7,215
-33
| -0.5% | -$10.3K | 0.24% | 56 |
|
|
2024
Q4 | $2.1M | Sell |
7,248
-125
| -2% | -$36.2K | 0.22% | 56 |
|
|
2024
Q3 | $2.25M | Sell |
7,373
-297
| -4% | -$90.4K | 0.23% | 58 |
|
|
2024
Q2 | $1.95M | Sell |
7,670
-125
| -2% | -$31.9K | 0.21% | 59 |
|
|
2024
Q1 | $2.2M | Sell |
7,795
-1,033
| -12% | -$291K | 0.25% | 53 |
|
|
2023
Q4 | $2.62M | Sell |
8,828
-65
| -0.7% | -$19.3K | 0.32% | 50 |
|
|
2023
Q3 | $2.34M | Buy |
8,893
+50
| +0.6% | +$13.2K | 0.32% | 52 |
|
|
2023
Q2 | $2.64M | Sell |
8,843
-100
| -1% | -$29.8K | 0.34% | 51 |
|
|
2023
Q1 | $2.5M | Sell |
8,943
-800
| -8% | -$224K | 0.33% | 51 |
|
|
2022
Q4 | $2.57M | Hold |
9,743
| – | – | 0.34% | 52 |
|
|
2022
Q3 | $2.25M | Sell |
9,743
-50
| -0.5% | -$11.5K | 0.32% | 54 |
|
|
2022
Q2 | $2.42M | Hold |
9,793
| – | – | 0.33% | 50 |
|
|
2022
Q1 | $2.42M | Buy |
9,793
+164
| +2% | +$40.6K | 0.27% | 54 |
|
|
2021
Q4 | $2.58M | Hold |
9,629
| – | – | 0.26% | 56 |
|
|
2021
Q3 | $2.32M | Hold |
9,629
| – | – | 0.26% | 57 |
|
|
2021
Q2 | $2.22M | Hold |
9,629
| – | – | 0.25% | 58 |
|
|
2021
Q1 | $2.23M | Sell |
9,629
-2,051
| -18% | -$475K | 0.26% | 59 |
|
|
2020
Q4 | $2.51M | Sell |
11,680
-88
| -0.7% | -$18.9K | 0.32% | 49 |
|
|
2020
Q3 | $2.58M | Sell |
11,768
-100
| -0.8% | -$21.9K | 0.39% | 47 |
|
|
2020
Q2 | $2.19M | Buy |
11,868
+89
| +0.8% | +$16.4K | 0.35% | 49 |
|
|
2020
Q1 | $1.95M | Sell |
11,779
-83
| -0.7% | -$13.7K | 0.36% | 49 |
|
|
2019
Q4 | $2.46M | Sell |
11,862
-101
| -0.8% | -$20.9K | 0.36% | 48 |
|
|
2019
Q3 | $2.57M | Sell |
11,963
-100
| -0.8% | -$21.5K | 0.41% | 46 |
|
|
2019
Q2 | $2.51M | Buy |
12,063
+34
| +0.3% | +$7.06K | 0.42% | 48 |
|
|
2019
Q1 | $2.28M | Sell |
12,029
-250
| -2% | -$47.5K | 0.41% | 50 |
|
|
2018
Q4 | $2.18M | Sell |
12,279
-1,054
| -8% | -$187K | 0.43% | 50 |
|
|
2018
Q3 | $2.23M | Buy |
+13,333
| New | +$2.23M | 0.37% | 53 |
|