DPIM
Duff & Phelps Investment Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,658
| Closed | -$423K | – | 200 |
|
|
2024
Q2 | $423K | Sell |
1,658
-6,704
| -80% | -$1.71M | 0.01% | 188 |
|
|
2024
Q1 | $2.36M | Buy |
8,362
+311
| +4% | +$87.7K | 0.03% | 159 |
|
|
2023
Q4 | $2.39M | Hold |
8,051
| – | – | 0.03% | 159 |
|
|
2023
Q3 | $2.12M | Buy |
8,051
+67
| +0.8% | +$17.7K | 0.03% | 162 |
|
|
2023
Q2 | $2.38M | Hold |
7,984
| – | – | 0.03% | 154 |
|
|
2023
Q1 | $2.23M | Hold |
7,984
| – | – | 0.03% | 161 |
|
|
2022
Q4 | $2.1M | Hold |
7,984
| – | – | 0.03% | 164 |
|
|
2022
Q3 | $1.84M | Hold |
7,984
| – | – | 0.02% | 163 |
|
|
2022
Q2 | $1.97M | Hold |
7,984
| – | – | 0.02% | 137 |
|
|
2022
Q1 | $1.97M | Hold |
7,984
| – | – | 0.02% | 145 |
|
|
2021
Q4 | $2.14M | Buy |
7,984
+61
| +0.8% | +$16.4K | 0.03% | 149 |
|
|
2021
Q3 | $1.91M | Sell |
7,923
-177
| -2% | -$42.7K | 0.02% | 150 |
|
|
2021
Q2 | $1.87M | Sell |
8,100
-705
| -8% | -$163K | 0.02% | 152 |
|
|
2021
Q1 | $1.97M | Hold |
8,805
| – | – | 0.03% | 150 |
|
|
2020
Q4 | $1.89M | Hold |
8,805
| – | – | 0.03% | 150 |
|
|
2020
Q3 | $1.93M | Hold |
8,805
| – | – | 0.03% | 143 |
|
|
2020
Q2 | $1.62M | Buy |
8,805
+220
| +3% | +$40.6K | 0.03% | 149 |
|
|
2020
Q1 | $1.42M | Buy |
8,585
+330
| +4% | +$54.6K | 0.02% | 145 |
|
|
2019
Q4 | $1.63M | Hold |
8,255
| – | – | 0.02% | 158 |
|
|
2019
Q3 | $1.77M | Hold |
8,255
| – | – | 0.02% | 149 |
|
|
2019
Q2 | $1.71M | Hold |
8,255
| – | – | 0.02% | 164 |
|
|
2019
Q1 | $1.57M | Hold |
8,255
| – | – | 0.02% | 168 |
|
|
2018
Q4 | $1.47M | Hold |
8,255
| – | – | 0.02% | 167 |
|
|
2018
Q3 | $1.38M | Sell |
8,255
-270
| -3% | -$45.2K | 0.02% | 178 |
|
|
2018
Q2 | $1.34M | Sell |
8,525
-150
| -2% | -$23.5K | 0.02% | 179 |
|
|
2018
Q1 | $1.36M | Sell |
8,675
-270
| -3% | -$42.2K | 0.02% | 180 |
|
|
2017
Q4 | $1.54M | Sell |
8,945
-205
| -2% | -$35.3K | 0.02% | 187 |
|
|
2017
Q3 | $1.43M | Sell |
9,150
-210
| -2% | -$32.9K | 0.02% | 191 |
|
|
2017
Q2 | $1.43M | Sell |
9,360
-690
| -7% | -$106K | 0.02% | 192 |
|
|
2017
Q1 | $1.3M | Sell |
10,050
-500
| -5% | -$64.8K | 0.02% | 200 |
|
|
2016
Q4 | $1.28M | Sell |
10,550
-630
| -6% | -$76.7K | 0.02% | 199 |
|
|
2016
Q3 | $1.29M | Sell |
11,180
-720
| -6% | -$83.1K | 0.02% | 199 |
|
|
2016
Q2 | $1.43M | Sell |
11,900
-420
| -3% | -$50.5K | 0.02% | 177 |
|
|
2016
Q1 | $1.55M | Sell |
12,320
-3,190
| -21% | -$401K | 0.02% | 166 |
|
|
2015
Q4 | $1.83M | Sell |
15,510
-740
| -5% | -$87.4K | 0.03% | 168 |
|
|
2015
Q3 | $1.6M | Sell |
16,250
-1,070
| -6% | -$105K | 0.03% | 172 |
|
|
2015
Q2 | $1.65M | Hold |
17,320
| – | – | 0.03% | 182 |
|
|
2015
Q1 | $1.69M | Sell |
17,320
-1,090
| -6% | -$106K | 0.02% | 179 |
|
|
2014
Q4 | $1.73M | Sell |
18,410
-1,230
| -6% | -$115K | 0.02% | 176 |
|
|
2014
Q3 | $1.86M | Sell |
19,640
-920
| -4% | -$87.2K | 0.03% | 168 |
|
|
2014
Q2 | $2.07M | Hold |
20,560
| – | – | 0.03% | 152 |
|
|
2014
Q1 | $2.02M | Sell |
20,560
-180
| -0.9% | -$17.6K | 0.03% | 146 |
|
|
2013
Q4 | $2.01M | Sell |
20,740
-47,365
| -70% | -$4.59M | 0.04% | 148 |
|
|
2013
Q3 | $6.55M | Buy |
68,105
+110
| +0.2% | +$10.6K | 0.11% | 118 |
|
|
2013
Q2 | $6.73M | Buy |
+67,995
| New | +$6.73M | 0.12% | 116 |
|