Dillon & Associates’s McDonald's MCD Stock Holding History

Dillon & Associates’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.77M	Sell	9,491 -83	-0.9%	-$24.2K	0.38%	40
2025 Q1	$2.99M	Sell	9,574 -610	-6%	-$190K	0.44%	40
2024 Q4	$2.95M	Sell	10,184 -15	-0.1%	-$4.35K	0.41%	39
2024 Q3	$3.11M	Sell	10,199 -250	-2%	-$76.3K	0.44%	39
2024 Q2	$2.66M	Sell	10,449 -360	-3%	-$91.8K	0.39%	41
2024 Q1	$3.05M	Sell	10,809 -185	-2%	-$52.2K	0.48%	40
2023 Q4	$3.27M	Sell	10,994 -292	-3%	-$86.7K	0.59%	37
2023 Q3	$2.97M	Sell	11,286 -7	-0.1%	-$1.84K	0.57%	40
2023 Q2	$3.37M	Sell	11,293 -689	-6%	-$205K	0.62%	38
2023 Q1	$3.36M	Sell	11,982 -1,475	-11%	-$413K	0.67%	36
2022 Q4	$3.55M	Sell	13,457 -1,044	-7%	-$276K	0.77%	31
2022 Q3	$3.35M	Sell	14,501 -50	-0.3%	-$11.6K	0.78%	32
2022 Q2	$3.59M	Sell	14,551 -300	-2%	-$74.1K	0.81%	32
2022 Q1	$3.67M	Sell	14,851 -168	-1%	-$41.5K	0.7%	34
2021 Q4	$4.03M	Sell	15,019 -1,013	-6%	-$271K	0.7%	35
2021 Q3	$3.86M	Hold	16,032	–	–	0.74%	34
2021 Q2	$3.7M	Sell	16,032 -1,900	-11%	-$439K	0.73%	33
2021 Q1	$4.02M	Sell	17,932 -798	-4%	-$179K	0.86%	31
2020 Q4	$4.03M	Sell	18,730 -300	-2%	-$64.5K	0.87%	30
2020 Q3	$4.17M	Sell	19,030 -183	-1%	-$40.1K	1.01%	30
2020 Q2	$3.54M	Sell	19,213 -1,325	-6%	-$244K	0.96%	31
2020 Q1	$3.39M	Sell	20,538 -500	-2%	-$82.5K	1.14%	29
2019 Q4	$4.17M	Sell	21,038 -105	-0.5%	-$20.8K	1.17%	28
2019 Q3	$4.55M	Hold	21,143	–	–	1.38%	28
2019 Q2	$4.4M	Buy	21,143 +71	+0.3%	+$14.8K	1.36%	27
2019 Q1	$4M	Sell	21,072 -660	-3%	-$125K	1.3%	31
2018 Q4	$3.87M	Buy	21,732 +207	+1%	+$36.8K	1.47%	29
2018 Q3	$3.6M	Sell	21,525 -178	-0.8%	-$29.7K	1.19%	31
2018 Q2	$3.41M	Buy	21,703 +8	+0%	+$1.26K	1.26%	29
2018 Q1	$3.38M	Sell	21,695 -1,150	-5%	-$179K	1.31%	29
2017 Q4	$3.93M	Sell	22,845 -620	-3%	-$107K	1.48%	27
2017 Q3	$3.68M	Sell	23,465 -300	-1%	-$47.1K	1.45%	27
2017 Q2	$3.64M	Sell	23,765 -375	-2%	-$57.4K	1.5%	26
2017 Q1	$3.14M	Sell	24,140 -850	-3%	-$110K	1.34%	27
2016 Q4	$3.05M	Sell	24,990 -200	-0.8%	-$24.4K	1.39%	29
2016 Q3	$2.9M	Sell	25,190 -1,255	-5%	-$144K	1.34%	29
2016 Q2	$3.17M	Sell	26,445 -35	-0.1%	-$4.2K	1.46%	29
2016 Q1	$3.34M	Sell	26,480 -25	-0.1%	-$3.15K	1.55%	27
2015 Q4	$3.13M	Sell	26,505 -650	-2%	-$76.7K	1.51%	27
2015 Q3	$2.69M	Sell	27,155 -375	-1%	-$37.1K	1.34%	27
2015 Q2	$2.62M	Sell	27,530 -2,000	-7%	-$190K	1.27%	28
2015 Q1	$2.86M	Sell	29,530 -3,375	-10%	-$327K	1.37%	25
2014 Q4	$3.09M	Sell	32,905 -2,000	-6%	-$188K	1.5%	26
2014 Q3	$3.32M	Sell	34,905 -4,965	-12%	-$472K	1.69%	24
2014 Q2	$4.03M	Buy	39,870 +560	+1%	+$56.5K	2.06%	19
2014 Q1	$3.85M	Sell	39,310 -25	-0.1%	-$2.45K	2.06%	20
2013 Q4	$3.82M	Hold	39,335	–	–	2.06%	19
2013 Q3	$3.78M	Hold	39,335	–	–	2.11%	19
2013 Q2	$3.89M	Buy	+39,335	New	+$3.89M	2.49%	17