CPIA
Cornell Pochily Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
6,248
+254
| +4% | +$74.2K | 0.6% | 51 |
|
|
2025
Q1 | $1.87M | Buy |
5,994
+90
| +2% | +$28.1K | 0.66% | 44 |
|
|
2024
Q4 | $1.71M | Buy |
5,904
+9
| +0.2% | +$2.61K | 0.6% | 45 |
|
|
2024
Q3 | $1.8M | Buy |
5,895
+77
| +1% | +$23.4K | 0.62% | 44 |
|
|
2024
Q2 | $1.48M | Buy |
5,818
+352
| +6% | +$89.7K | 0.56% | 48 |
|
|
2024
Q1 | $1.54M | Buy |
5,466
+47
| +0.9% | +$13.3K | 0.61% | 49 |
|
|
2023
Q4 | $1.61M | Buy |
5,419
+120
| +2% | +$35.6K | 0.67% | 47 |
|
|
2023
Q3 | $1.4M | Buy |
5,299
+165
| +3% | +$43.5K | 0.61% | 48 |
|
|
2023
Q2 | $1.53M | Sell |
5,134
-221
| -4% | -$66K | 0.63% | 46 |
|
|
2023
Q1 | $1.5M | Hold |
5,355
| – | – | 0.64% | 44 |
|
|
2022
Q4 | $1.41M | Sell |
5,355
-84
| -2% | -$22.1K | 0.63% | 43 |
|
|
2022
Q3 | $1.26M | Sell |
5,439
-921
| -14% | -$213K | 0.55% | 52 |
|
|
2022
Q2 | $1.57M | Buy |
6,360
+68
| +1% | +$16.8K | 0.7% | 37 |
|
|
2022
Q1 | $1.56M | Sell |
6,292
-86
| -1% | -$21.3K | 0.61% | 45 |
|
|
2021
Q4 | $1.71M | Sell |
6,378
-350
| -5% | -$93.8K | 0.67% | 44 |
|
|
2021
Q3 | $1.62M | Sell |
6,728
-19
| -0.3% | -$4.58K | 0.7% | 44 |
|
|
2021
Q2 | $1.56M | Buy |
6,747
+230
| +4% | +$53.1K | 0.69% | 43 |
|
|
2021
Q1 | $1.46M | Buy |
6,517
+10
| +0.2% | +$2.24K | 0.7% | 43 |
|
|
2020
Q4 | $1.4M | Buy |
6,507
+296
| +5% | +$63.5K | 0.67% | 43 |
|
|
2020
Q3 | $1.36M | Sell |
6,211
-384
| -6% | -$84.3K | 0.78% | 35 |
|
|
2020
Q2 | $1.22M | Buy |
6,595
+443
| +7% | +$81.7K | 0.76% | 38 |
|
|
2020
Q1 | $1.02M | Sell |
6,152
-64
| -1% | -$10.6K | 0.75% | 38 |
|
|
2019
Q4 | $1.23M | Sell |
6,216
-317
| -5% | -$62.6K | 0.73% | 38 |
|
|
2019
Q3 | $1.4M | Sell |
6,533
-652
| -9% | -$140K | 0.9% | 33 |
|
|
2019
Q2 | $1.49K | Buy |
7,185
+449
| +7% | +$93 | 0.37% | 39 |
|
|
2019
Q1 | $1.28M | Sell |
6,736
-924
| -12% | -$175K | 0.87% | 32 |
|
|
2018
Q4 | $1.36M | Buy |
7,660
+468
| +7% | +$83.1K | 0.88% | 32 |
|
|
2018
Q3 | $1.2M | Sell |
7,192
-299
| -4% | -$50K | 0.81% | 35 |
|
|
2018
Q2 | $1.17M | Sell |
7,491
-15
| -0.2% | -$2.35K | 0.81% | 35 |
|
|
2018
Q1 | $1.17M | Sell |
7,506
-85
| -1% | -$13.3K | 0.83% | 34 |
|
|
2017
Q4 | $1.31M | Buy |
+7,591
| New | +$1.31M | 0.84% | 34 |
|