AAM
Aureus Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.4M | Buy |
15,051
+57
| +0.4% | +$16.7K | 0.28% | 54 |
|
|
2025
Q1 | $4.68M | Buy |
14,994
+601
| +4% | +$188K | 0.33% | 54 |
|
|
2024
Q4 | $4.17M | Buy |
14,393
+450
| +3% | +$130K | 0.27% | 55 |
|
|
2024
Q3 | $4.25M | Buy |
13,943
+124
| +0.9% | +$37.8K | 0.28% | 56 |
|
|
2024
Q2 | $3.52M | Sell |
13,819
-698
| -5% | -$178K | 0.25% | 60 |
|
|
2024
Q1 | $4.09M | Buy |
14,517
+12,342
| +567% | +$3.48M | 0.28% | 58 |
|
|
2023
Q4 | $645K | Buy |
2,175
+51
| +2% | +$15.1K | 0.05% | 106 |
|
|
2023
Q3 | $560K | Buy |
2,124
+635
| +43% | +$167K | 0.04% | 112 |
|
|
2023
Q2 | $444K | Buy |
1,489
+1
| +0.1% | +$298 | 0.03% | 124 |
|
|
2023
Q1 | $416K | Sell |
1,488
-131
| -8% | -$36.6K | 0.03% | 127 |
|
|
2022
Q4 | $427K | Buy |
1,619
+276
| +21% | +$72.7K | 0.04% | 129 |
|
|
2022
Q3 | $310K | Buy |
1,343
+1
| +0.1% | +$231 | 0.03% | 139 |
|
|
2022
Q2 | $331K | Buy |
1,342
+1
| +0.1% | +$247 | 0.03% | 148 |
|
|
2022
Q1 | $332K | Sell |
1,341
-249
| -16% | -$61.6K | 0.02% | 175 |
|
|
2021
Q4 | $426K | Sell |
1,590
-268
| -14% | -$71.8K | 0.03% | 146 |
|
|
2021
Q3 | $448K | Sell |
1,858
-9,617
| -84% | -$2.32M | 0.03% | 136 |
|
|
2021
Q2 | $2.65M | Buy |
11,475
+9,893
| +625% | +$2.29M | 0.17% | 67 |
|
|
2021
Q1 | $354K | Sell |
1,582
-514
| -25% | -$115K | 0.03% | 135 |
|
|
2020
Q4 | $450K | Sell |
2,096
-54
| -3% | -$11.6K | 0.04% | 131 |
|
|
2020
Q3 | $472K | Sell |
2,150
-55
| -2% | -$12.1K | 0.04% | 121 |
|
|
2020
Q2 | $407K | Buy |
2,205
+479
| +28% | +$88.4K | 0.04% | 113 |
|
|
2020
Q1 | $285K | Buy |
1,726
+293
| +20% | +$48.4K | 0.04% | 124 |
|
|
2019
Q4 | $283K | Buy |
+1,433
| New | +$283K | 0.03% | 148 |
|