BBA
BLB&B Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Sell |
39,082
-909
| -2% | -$266K | 0.53% | 44 |
|
|
2025
Q1 | $12.5M | Buy |
39,991
+2,239
| +6% | +$699K | 0.64% | 37 |
|
|
2024
Q4 | $10.9M | Buy |
37,752
+296
| +0.8% | +$85.8K | 0.56% | 43 |
|
|
2024
Q3 | $11.4M | Buy |
37,456
+869
| +2% | +$265K | 0.58% | 44 |
|
|
2024
Q2 | $9.32M | Buy |
36,587
+1,489
| +4% | +$379K | 0.51% | 46 |
|
|
2024
Q1 | $9.9M | Buy |
35,098
+940
| +3% | +$265K | 0.56% | 44 |
|
|
2023
Q4 | $10.1M | Buy |
34,158
+1,004
| +3% | +$298K | 0.64% | 39 |
|
|
2023
Q3 | $8.73M | Buy |
33,154
+1,029
| +3% | +$271K | 0.62% | 40 |
|
|
2023
Q2 | $9.59M | Buy |
32,125
+168
| +0.5% | +$50.1K | 0.67% | 38 |
|
|
2023
Q1 | $8.94M | Buy |
31,957
+908
| +3% | +$254K | 0.67% | 39 |
|
|
2022
Q4 | $8.18M | Sell |
31,049
-1,789
| -5% | -$471K | 0.63% | 44 |
|
|
2022
Q3 | $7.58M | Sell |
32,838
-767
| -2% | -$177K | 0.63% | 42 |
|
|
2022
Q2 | $8.3M | Sell |
33,605
-525
| -2% | -$130K | 0.66% | 40 |
|
|
2022
Q1 | $8.44M | Buy |
34,130
+1,067
| +3% | +$264K | 0.57% | 48 |
|
|
2021
Q4 | $8.86M | Sell |
33,063
-748
| -2% | -$201K | 0.58% | 50 |
|
|
2021
Q3 | $8.15M | Buy |
33,811
+620
| +2% | +$149K | 0.54% | 52 |
|
|
2021
Q2 | $7.67M | Buy |
33,191
+1,640
| +5% | +$379K | 0.55% | 50 |
|
|
2021
Q1 | $7.07M | Buy |
31,551
+4,171
| +15% | +$935K | 0.56% | 54 |
|
|
2020
Q4 | $5.88M | Buy |
27,380
+12,416
| +83% | +$2.66M | 0.48% | 60 |
|
|
2020
Q3 | $3.28M | Buy |
14,964
+12,743
| +574% | +$2.8M | 0.33% | 73 |
|
|
2020
Q2 | $410K | Sell |
2,221
-449
| -17% | -$82.9K | 0.04% | 175 |
|
|
2020
Q1 | $441K | Sell |
2,670
-138
| -5% | -$22.8K | 0.06% | 163 |
|
|
2019
Q4 | $555K | Buy |
2,808
+218
| +8% | +$43.1K | 0.06% | 175 |
|
|
2019
Q3 | $556K | Hold |
2,590
| – | – | 0.06% | 175 |
|
|
2019
Q2 | $538K | Sell |
2,590
-250
| -9% | -$51.9K | 0.06% | 181 |
|
|
2019
Q1 | $539K | Buy |
2,840
+250
| +10% | +$47.4K | 0.06% | 180 |
|
|
2018
Q4 | $460K | Sell |
2,590
-352
| -12% | -$62.5K | 0.06% | 180 |
|
|
2018
Q3 | $492K | Buy |
2,942
+1,597
| +119% | +$267K | 0.06% | 189 |
|
|
2018
Q2 | $211K | Hold |
1,345
| – | – | 0.03% | 282 |
|
|
2018
Q1 | $210K | Hold |
1,345
| – | – | 0.03% | 282 |
|
|
2017
Q4 | $232K | Sell |
1,345
-50
| -4% | -$8.63K | 0.03% | 267 |
|
|
2017
Q3 | $219K | Hold |
1,395
| – | – | 0.03% | 270 |
|
|
2017
Q2 | $214K | Buy |
+1,395
| New | +$214K | 0.04% | 260 |
|
|
2014
Q4 | – | Sell |
-2,965
| Closed | -$281K | – | 286 |
|
|
2014
Q3 | $281K | Buy |
2,965
+181
| +7% | +$17.2K | 0.06% | 227 |
|
|
2014
Q2 | $280K | Buy |
2,784
+180
| +7% | +$18.1K | 0.06% | 231 |
|
|
2014
Q1 | $255K | Hold |
2,604
| – | – | 0.06% | 242 |
|
|
2013
Q4 | $253K | Buy |
2,604
+134
| +5% | +$13K | 0.06% | 221 |
|
|
2013
Q3 | $238K | Buy |
2,470
+246
| +11% | +$23.7K | 0.06% | 215 |
|
|
2013
Q2 | $220K | Buy |
+2,224
| New | +$220K | 0.06% | 213 |
|