BAM
Berkshire Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.7M | Sell |
129,159
-624
| -0.5% | -$182K | 1.71% | 22 |
|
|
2025
Q1 | $40.9M | Buy |
129,783
+1,467
| +1% | +$463K | 1.96% | 15 |
|
|
2024
Q4 | $36.6M | Sell |
128,316
-2,040
| -2% | -$582K | 1.73% | 25 |
|
|
2024
Q3 | $33.2M | Hold |
130,356
| – | – | 1.69% | 23 |
|
|
2024
Q2 | $33.2M | Buy |
130,356
+12,619
| +11% | +$3.22M | 1.66% | 24 |
|
|
2024
Q1 | $33.2M | Sell |
117,737
-464
| -0.4% | -$131K | 1.76% | 22 |
|
|
2023
Q4 | $35M | Sell |
118,201
-532
| -0.4% | -$158K | 2% | 15 |
|
|
2023
Q3 | $31.3M | Sell |
118,733
-1,068
| -0.9% | -$281K | 1.95% | 18 |
|
|
2023
Q2 | $35.7M | Buy |
119,801
+2,840
| +2% | +$847K | 2.12% | 15 |
|
|
2023
Q1 | $32.7M | Sell |
116,961
-1,078
| -0.9% | -$301K | 2.02% | 18 |
|
|
2022
Q4 | $31.1M | Buy |
118,039
+1,792
| +2% | +$472K | 1.99% | 22 |
|
|
2022
Q3 | $26.8M | Sell |
116,247
-622
| -0.5% | -$144K | 1.9% | 23 |
|
|
2022
Q2 | $28.9M | Buy |
116,869
+3,969
| +4% | +$980K | 1.89% | 23 |
|
|
2022
Q1 | $27.9M | Buy |
112,900
+4,619
| +4% | +$1.14M | 1.76% | 25 |
|
|
2021
Q4 | $29M | Buy |
108,281
+1,009
| +0.9% | +$270K | 1.77% | 21 |
|
|
2021
Q3 | $25.9M | Buy |
107,272
+1,829
| +2% | +$441K | 1.73% | 22 |
|
|
2021
Q2 | $24.4M | Buy |
105,443
+8,061
| +8% | +$1.86M | 1.65% | 25 |
|
|
2021
Q1 | $21.8M | Sell |
97,382
-9,488
| -9% | -$2.13M | 1.62% | 26 |
|
|
2020
Q4 | $22.9M | Buy |
106,870
+4,737
| +5% | +$1.02M | 1.76% | 24 |
|
|
2020
Q3 | $22.4M | Sell |
102,133
-11,825
| -10% | -$2.6M | 2.16% | 21 |
|
|
2020
Q2 | $21M | Buy |
113,958
+9,331
| +9% | +$1.72M | 1.93% | 23 |
|
|
2020
Q1 | $17.3M | Sell |
104,627
-2,023
| -2% | -$335K | 1.8% | 22 |
|
|
2019
Q4 | $21.1M | Sell |
106,650
-2,549
| -2% | -$504K | 1.79% | 26 |
|
|
2019
Q3 | $23.4M | Sell |
109,199
-2,411
| -2% | -$518K | 2.02% | 19 |
|
|
2019
Q2 | $23.2M | Sell |
111,610
-1,629
| -1% | -$338K | 1.92% | 20 |
|
|
2019
Q1 | $21.5M | Sell |
113,239
-864
| -0.8% | -$164K | 1.82% | 24 |
|
|
2018
Q4 | $20.3M | Sell |
114,103
-18,683
| -14% | -$3.32M | 1.89% | 16 |
|
|
2018
Q3 | $22.2M | Buy |
132,786
+9,424
| +8% | +$1.58M | 1.88% | 19 |
|
|
2018
Q2 | $19.3M | Buy |
123,362
+3,633
| +3% | +$569K | 1.81% | 19 |
|
|
2018
Q1 | $18.7M | Buy |
119,729
+7,107
| +6% | +$1.11M | 1.82% | 19 |
|
|
2017
Q4 | $19.4M | Buy |
112,622
+15,040
| +15% | +$2.59M | 1.88% | 19 |
|
|
2017
Q3 | $15.3M | Buy |
97,582
+456
| +0.5% | +$71.4K | 1.71% | 22 |
|
|
2017
Q2 | $14.9M | Buy |
97,126
+742
| +0.8% | +$114K | 1.69% | 21 |
|
|
2017
Q1 | $12.5M | Buy |
96,384
+4,033
| +4% | +$523K | 1.48% | 24 |
|
|
2016
Q4 | $11.2M | Buy |
92,351
+3,172
| +4% | +$386K | 1.45% | 26 |
|
|
2016
Q3 | $10.3M | Buy |
89,179
+2,507
| +3% | +$289K | 1.48% | 25 |
|
|
2016
Q2 | $10.4M | Buy |
86,672
+865
| +1% | +$104K | 1.59% | 24 |
|
|
2016
Q1 | $10.8M | Sell |
85,807
-1,874
| -2% | -$236K | 1.68% | 21 |
|
|
2015
Q4 | $10.4M | Sell |
87,681
-3,633
| -4% | -$429K | 1.71% | 20 |
|
|
2015
Q3 | $9M | Buy |
91,314
+3,705
| +4% | +$365K | 1.61% | 25 |
|
|
2015
Q2 | $8.33M | Buy |
87,609
+1,546
| +2% | +$147K | 1.4% | 26 |
|
|
2015
Q1 | $8.39M | Buy |
86,063
+19,645
| +30% | +$1.91M | 1.4% | 25 |
|
|
2014
Q4 | $6.22M | Buy |
66,418
+8,744
| +15% | +$819K | 1.07% | 36 |
|
|
2014
Q3 | $5.47M | Buy |
57,674
+5,591
| +11% | +$530K | 1.01% | 36 |
|
|
2014
Q2 | $5.25M | Sell |
52,083
-4,326
| -8% | -$436K | 0.97% | 38 |
|
|
2014
Q1 | $5.53M | Buy |
56,409
+2,154
| +4% | +$211K | 1.07% | 36 |
|
|
2013
Q4 | $5.26M | Buy |
54,255
+8,369
| +18% | +$812K | 0.99% | 38 |
|
|
2013
Q3 | $4.42M | Buy |
45,886
+7,824
| +21% | +$753K | 1.06% | 34 |
|
|
2013
Q2 | $3.77M | Buy |
+38,062
| New | +$3.77M | 1.04% | 36 |
|