BEI
Benjamin Edwards Inc’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68M | Buy |
232,745
+3,793
| +2% | +$1.11M | 0.87% | 19 |
|
|
2025
Q1 | $71.5M | Buy |
228,952
+21,942
| +11% | +$6.85M | 1% | 11 |
|
|
2024
Q4 | $60M | Buy |
207,010
+2,374
| +1% | +$688K | 0.86% | 17 |
|
|
2024
Q3 | $62.3M | Buy |
204,636
+194,774
| +1,975% | +$59.3M | 0.91% | 15 |
|
|
2024
Q2 | $2.51M | Sell |
9,862
-311
| -3% | -$79.2K | 0.48% | 55 |
|
|
2024
Q1 | $2.87M | Sell |
10,173
-1,147
| -10% | -$323K | 0.57% | 44 |
|
|
2023
Q4 | $3.36M | Sell |
11,320
-1,471
| -12% | -$436K | 0.73% | 35 |
|
|
2023
Q3 | $3.37M | Sell |
12,791
-1,129
| -8% | -$297K | 0.8% | 32 |
|
|
2023
Q2 | $4.15M | Buy |
13,920
+236
| +2% | +$70.4K | 0.96% | 19 |
|
|
2023
Q1 | $3.83M | Sell |
13,684
-251
| -2% | -$70.2K | 0.93% | 21 |
|
|
2022
Q4 | $3.67M | Buy |
13,935
+1,267
| +10% | +$334K | 0.97% | 24 |
|
|
2022
Q3 | $2.92M | Buy |
12,668
+378
| +3% | +$87.2K | 0.88% | 31 |
|
|
2022
Q2 | $3.03M | Buy |
12,290
+1,188
| +11% | +$293K | 0.89% | 28 |
|
|
2022
Q1 | $2.75M | Buy |
11,102
+1,244
| +13% | +$308K | 0.8% | 28 |
|
|
2021
Q4 | $2.64M | Buy |
9,858
+3,762
| +62% | +$1.01M | 0.86% | 25 |
|
|
2021
Q3 | $1.47M | Buy |
6,096
+360
| +6% | +$86.8K | 0.89% | 24 |
|
|
2021
Q2 | $1.33M | Buy |
5,736
+758
| +15% | +$175K | 0.91% | 21 |
|
|
2021
Q1 | $1.12M | Buy |
4,978
+37
| +0.7% | +$8.3K | 0.85% | 31 |
|
|
2020
Q4 | $1.06M | Buy |
4,941
+287
| +6% | +$61.6K | 0.82% | 33 |
|
|
2020
Q3 | $1.02M | Sell |
4,654
-178
| -4% | -$39.1K | 0.84% | 39 |
|
|
2020
Q2 | $891K | Buy |
4,832
+68
| +1% | +$12.5K | 0.74% | 48 |
|
|
2020
Q1 | $788K | Buy |
4,764
+3,739
| +365% | +$618K | 0.82% | 31 |
|
|
2019
Q4 | $203K | Sell |
1,025
-298
| -23% | -$59K | 0.41% | 51 |
|
|
2019
Q3 | $284K | Buy |
1,323
+111
| +9% | +$23.8K | 0.62% | 44 |
|
|
2019
Q2 | $252K | Buy |
1,212
+120
| +11% | +$25K | 0.61% | 40 |
|
|
2019
Q1 | $207K | Buy |
+1,092
| New | +$207K | 0.99% | 18 |
|