D.L. Carlson Investment Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
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|
2025
Q1 | $738K | Sell |
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|
2024
Q4 | $686K | Buy |
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|
2024
Q3 | $690K | Sell |
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|
2024
Q2 | $615K | Sell |
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|
2024
Q1 | $688K | Sell |
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|
2023
Q4 | $716K | Sell |
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|
2023
Q3 | $650K | Sell |
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|
2023
Q2 | $745K | Buy |
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|
2023
Q1 | $617K | Sell |
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|
2022
Q4 | $664K | Buy |
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|
2022
Q3 | $577K | Hold |
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|
2022
Q2 | $617K | Sell |
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|
2022
Q1 | $629K | Sell |
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|
2021
Q4 | $690K | Hold |
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|
2021
Q3 | $621K | Sell |
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|
2021
Q2 | $636K | Sell |
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|
2021
Q1 | $630K | Sell |
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|
2020
Q4 | $639K | Sell |
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|
2020
Q3 | $658K | Sell |
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|
2020
Q2 | $2.62M | Buy |
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|
2020
Q1 | $2.32M | Buy |
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|
2019
Q4 | $643K | Sell |
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|
2019
Q3 | $742K | Sell |
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|
2019
Q2 | $740K | Sell |
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|
2019
Q1 | $684K | Sell |
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|
2018
Q4 | $1.79M | Buy |
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|
2018
Q3 | $634K | Sell |
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|
2018
Q2 | $1.43M | Sell |
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|
2018
Q1 | $1.48M | Sell |
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|
2017
Q4 | $1.86M | Sell |
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|
2017
Q3 | $1.82M | Sell |
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|
2017
Q2 | $1.81M | Sell |
|
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|
2017
Q1 | $1.59M | Sell |
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|
2016
Q4 | $1.58M | Sell |
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|
2016
Q3 | $1.55M | Sell |
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|
2016
Q2 | $2.81M | Sell |
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|
2016
Q1 | $3.3M | Sell |
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|
2015
Q4 | $3.63M | Buy |
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|
2015
Q3 | $2.49M | Sell |
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|
2015
Q2 | $2.46M | Sell |
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|
2015
Q1 | $2.87M | Buy |
|
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|
2014
Q4 | $336K | Sell |
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|
2014
Q3 | $375K | Sell |
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|
2014
Q2 | $577K | Sell |
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|
2014
Q1 | $599K | Sell |
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|
2013
Q4 | $735K | Sell |
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|
2013
Q3 | $948K | Sell |
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|
2013
Q2 | $1.16M | Buy |
|