Deroy & Devereaux Private Investment Counsel’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 | $285K | Buy |
976
+16
| +2% | +$4.67K | 0.02% | 150 |
|
2025
Q1 | $300K | Sell |
960
-40
| -4% | -$12.5K | 0.02% | 146 |
|
2024
Q4 | $290K | Hold |
1,000
| – | – | 0.02% | 152 |
|
2024
Q3 | $305K | Hold |
1,000
| – | – | 0.02% | 150 |
|
2024
Q2 | $255K | Hold |
1,000
| – | – | 0.02% | 154 |
|
2024
Q1 | $282K | Hold |
1,000
| – | – | 0.02% | 157 |
|
2023
Q4 | $297K | Hold |
1,000
| – | – | 0.02% | 156 |
|
2023
Q3 | $263K | Hold |
1,000
| – | – | 0.02% | 160 |
|
2023
Q2 | $298K | Hold |
1,000
| – | – | 0.02% | 156 |
|
2023
Q1 | $280K | Hold |
1,000
| – | – | 0.02% | 126 |
|
2022
Q4 | $264K | Hold |
1,000
| – | – | 0.02% | 129 |
|
2022
Q3 | $231K | Hold |
1,000
| – | – | 0.02% | 128 |
|
2022
Q2 | $247K | Hold |
1,000
| – | – | 0.02% | 127 |
|
2022
Q1 | $247K | Hold |
1,000
| – | – | 0.02% | 140 |
|
2021
Q4 | $268K | Hold |
1,000
| – | – | 0.02% | 136 |
|
2021
Q3 | $241K | Hold |
1,000
| – | – | 0.02% | 139 |
|
2021
Q2 | $231K | Hold |
1,000
| – | – | 0.02% | 143 |
|
2021
Q1 | $224K | Hold |
1,000
| – | – | 0.02% | 139 |
|
2020
Q4 | $215K | Hold |
1,000
| – | – | 0.02% | 141 |
|
2020
Q3 | $219K | Buy |
+1,000
| New | +$219K | 0.02% | 136 |
|
2019
Q4 | – | Sell |
-1,050
| Closed | -$225K | – | 149 |
|
2019
Q3 | $225K | Hold |
1,050
| – | – | 0.02% | 136 |
|
2019
Q2 | $218K | Sell |
1,050
-120
| -10% | -$24.9K | 0.02% | 137 |
|
2019
Q1 | $222K | Sell |
1,170
-100
| -8% | -$19K | 0.02% | 142 |
|
2018
Q4 | $226K | Hold |
1,270
| – | – | 0.03% | 147 |
|
2018
Q3 | $212K | Buy |
+1,270
| New | +$212K | 0.02% | 169 |
|
2018
Q1 | – | Sell |
-1,315
| Closed | -$226K | – | 175 |
|
2017
Q4 | $226K | Buy |
+1,315
| New | +$226K | 0.02% | 155 |
|
2015
Q2 | – | Sell |
-3,595
| Closed | -$350K | – | 171 |
|
2015
Q1 | $350K | Hold |
3,595
| – | – | 0.04% | 128 |
|
2014
Q4 | $337K | Sell |
3,595
-185
| -5% | -$17.3K | 0.04% | 134 |
|
2014
Q3 | $358K | Sell |
3,780
-159
| -4% | -$15.1K | 0.05% | 111 |
|
2014
Q2 | $397K | Buy |
3,939
+59
| +2% | +$5.95K | 0.06% | 118 |
|
2014
Q1 | $380K | Sell |
3,880
-510
| -12% | -$49.9K | 0.06% | 119 |
|
2013
Q4 | $426K | Hold |
4,390
| – | – | 0.07% | 123 |
|
2013
Q3 | $422K | Sell |
4,390
-1,350
| -24% | -$130K | 0.08% | 104 |
|
2013
Q2 | $568K | Buy |
+5,740
| New | +$568K | 0.11% | 93 |
|