DLCIG
D.L. Carlson Investment Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
1,746
-615
| -26% | -$180K | 0.09% | 104 |
|
|
2025
Q1 | $738K | Sell |
2,361
-6
| -0.3% | -$1.87K | 0.14% | 100 |
|
|
2024
Q4 | $686K | Buy |
2,367
+101
| +4% | +$29.3K | 0.12% | 103 |
|
|
2024
Q3 | $690K | Sell |
2,266
-149
| -6% | -$45.4K | 0.12% | 108 |
|
|
2024
Q2 | $615K | Sell |
2,415
-25
| -1% | -$6.37K | 0.12% | 107 |
|
|
2024
Q1 | $688K | Sell |
2,440
-12
| -0.5% | -$3.38K | 0.13% | 104 |
|
|
2023
Q4 | $716K | Sell |
2,452
-15
| -0.6% | -$4.38K | 0.15% | 99 |
|
|
2023
Q3 | $650K | Sell |
2,467
-30
| -1% | -$7.9K | 0.13% | 99 |
|
|
2023
Q2 | $745K | Buy |
2,497
+290
| +13% | +$86.5K | 0.14% | 97 |
|
|
2023
Q1 | $617K | Sell |
2,207
-314
| -12% | -$87.8K | 0.14% | 92 |
|
|
2022
Q4 | $664K | Buy |
2,521
+22
| +0.9% | +$5.8K | 0.14% | 90 |
|
|
2022
Q3 | $577K | Hold |
2,499
| – | – | 0.13% | 94 |
|
|
2022
Q2 | $617K | Sell |
2,499
-45
| -2% | -$11.1K | 0.13% | 93 |
|
|
2022
Q1 | $629K | Sell |
2,544
-30
| -1% | -$7.42K | 0.1% | 101 |
|
|
2021
Q4 | $690K | Hold |
2,574
| – | – | 0.11% | 98 |
|
|
2021
Q3 | $621K | Sell |
2,574
-181
| -7% | -$43.7K | 0.11% | 99 |
|
|
2021
Q2 | $636K | Sell |
2,755
-55
| -2% | -$12.7K | 0.11% | 100 |
|
|
2021
Q1 | $630K | Sell |
2,810
-170
| -6% | -$38.1K | 0.11% | 104 |
|
|
2020
Q4 | $639K | Sell |
2,980
-20
| -0.7% | -$4.29K | 0.12% | 99 |
|
|
2020
Q3 | $658K | Sell |
3,000
-11,173
| -79% | -$2.45M | 0.14% | 93 |
|
|
2020
Q2 | $2.62M | Buy |
14,173
+138
| +1% | +$25.5K | 0.78% | 48 |
|
|
2020
Q1 | $2.32M | Buy |
14,035
+10,780
| +331% | +$1.78M | 0.88% | 43 |
|
|
2019
Q4 | $643K | Sell |
3,255
-200
| -6% | -$39.5K | 0.19% | 98 |
|
|
2019
Q3 | $742K | Sell |
3,455
-110
| -3% | -$23.6K | 0.23% | 90 |
|
|
2019
Q2 | $740K | Sell |
3,565
-35
| -1% | -$7.27K | 0.23% | 88 |
|
|
2019
Q1 | $684K | Sell |
3,600
-6,470
| -64% | -$1.23M | 0.2% | 95 |
|
|
2018
Q4 | $1.79M | Buy |
10,070
+6,280
| +166% | +$1.12M | 0.59% | 70 |
|
|
2018
Q3 | $634K | Sell |
3,790
-5,308
| -58% | -$888K | 0.18% | 102 |
|
|
2018
Q2 | $1.43M | Sell |
9,098
-335
| -4% | -$52.5K | 0.44% | 78 |
|
|
2018
Q1 | $1.48M | Sell |
9,433
-1,390
| -13% | -$217K | 0.46% | 73 |
|
|
2017
Q4 | $1.86M | Sell |
10,823
-767
| -7% | -$132K | 0.55% | 67 |
|
|
2017
Q3 | $1.82M | Sell |
11,590
-215
| -2% | -$33.7K | 0.56% | 68 |
|
|
2017
Q2 | $1.81M | Sell |
11,805
-450
| -4% | -$68.9K | 0.53% | 73 |
|
|
2017
Q1 | $1.59M | Sell |
12,255
-769
| -6% | -$99.6K | 0.54% | 75 |
|
|
2016
Q4 | $1.59M | Sell |
13,024
-445
| -3% | -$54.2K | 0.54% | 77 |
|
|
2016
Q3 | $1.55M | Sell |
13,469
-9,916
| -42% | -$1.14M | 0.54% | 75 |
|
|
2016
Q2 | $2.81M | Sell |
23,385
-2,865
| -11% | -$345K | 1% | 51 |
|
|
2016
Q1 | $3.3M | Sell |
26,250
-4,460
| -15% | -$561K | 1.23% | 31 |
|
|
2015
Q4 | $3.63M | Buy |
30,710
+5,470
| +22% | +$646K | 1.35% | 25 |
|
|
2015
Q3 | $2.49M | Sell |
25,240
-670
| -3% | -$66K | 1% | 40 |
|
|
2015
Q2 | $2.46M | Sell |
25,910
-3,525
| -12% | -$335K | 0.89% | 42 |
|
|
2015
Q1 | $2.87M | Buy |
29,435
+25,850
| +721% | +$2.52M | 1.02% | 37 |
|
|
2014
Q4 | $336K | Sell |
3,585
-375
| -9% | -$35.1K | 0.12% | 121 |
|
|
2014
Q3 | $375K | Sell |
3,960
-1,765
| -31% | -$167K | 0.14% | 112 |
|
|
2014
Q2 | $577K | Sell |
5,725
-390
| -6% | -$39.3K | 0.21% | 105 |
|
|
2014
Q1 | $599K | Sell |
6,115
-1,464
| -19% | -$143K | 0.23% | 99 |
|
|
2013
Q4 | $735K | Sell |
7,579
-2,270
| -23% | -$220K | 0.27% | 92 |
|
|
2013
Q3 | $948K | Sell |
9,849
-1,890
| -16% | -$182K | 0.36% | 81 |
|
|
2013
Q2 | $1.16M | Buy |
+11,739
| New | +$1.16M | 0.47% | 69 |
|