Cohen Klingenstein’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Hold |
9,000
| – | – | 0.09% | 101 |
|
|
2025
Q1 | $2.81M | Hold |
9,000
| – | – | 0.1% | 95 |
|
|
2024
Q4 | $2.61M | Sell |
9,000
-12,400
| -58% | -$3.59M | 0.09% | 99 |
|
|
2024
Q3 | $6.52M | Hold |
21,400
| – | – | 0.23% | 68 |
|
|
2024
Q2 | $5.45M | Hold |
21,400
| – | – | 0.2% | 69 |
|
|
2024
Q1 | $6.03M | Hold |
21,400
| – | – | 0.22% | 70 |
|
|
2023
Q4 | $6.35M | Hold |
21,400
| – | – | 0.26% | 62 |
|
|
2023
Q3 | $5.64M | Hold |
21,400
| – | – | 0.26% | 64 |
|
|
2023
Q2 | $6.39M | Hold |
21,400
| – | – | 0.28% | 60 |
|
|
2023
Q1 | $5.98M | Hold |
21,400
| – | – | 0.28% | 63 |
|
|
2022
Q4 | $5.64M | Hold |
21,400
| – | – | 0.28% | 65 |
|
|
2022
Q3 | $4.94M | Hold |
21,400
| – | – | 0.26% | 67 |
|
|
2022
Q2 | $5.28M | Hold |
21,400
| – | – | 0.27% | 67 |
|
|
2022
Q1 | $5.29M | Hold |
21,400
| – | – | 0.22% | 76 |
|
|
2021
Q4 | $5.74M | Hold |
21,400
| – | – | 0.23% | 77 |
|
|
2021
Q3 | $5.16M | Hold |
21,400
| – | – | 0.23% | 76 |
|
|
2021
Q2 | $4.94M | Hold |
21,400
| – | – | 0.21% | 84 |
|
|
2021
Q1 | $4.8M | Hold |
21,400
| – | – | 0.22% | 81 |
|
|
2020
Q4 | $4.59M | Hold |
21,400
| – | – | 0.23% | 80 |
|
|
2020
Q3 | $4.7M | Hold |
21,400
| – | – | 0.26% | 71 |
|
|
2020
Q2 | $3.95M | Hold |
21,400
| – | – | 0.24% | 80 |
|
|
2020
Q1 | $3.54M | Hold |
21,400
| – | – | 0.26% | 77 |
|
|
2019
Q4 | $4.23M | Hold |
21,400
| – | – | 0.25% | 82 |
|
|
2019
Q3 | $4.6M | Buy |
21,400
+12,400
| +138% | +$2.66M | 0.29% | 77 |
|
|
2019
Q2 | $1.87M | Buy |
+9,000
| New | +$1.87M | 0.13% | 112 |
|