Dumont & Blake Investment Advisors’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 | $1.04M | Buy |
3,550
+23
| +0.7% | +$6.72K | 0.27% | 86 |
|
|
2025
Q1 | $1.1M | Buy |
3,527
+20
| +0.6% | +$6.25K | 0.31% | 81 |
|
|
2024
Q4 | $1.02M | Buy |
3,507
+2,080
| +146% | +$603K | 0.27% | 89 |
|
|
2024
Q3 | $435K | Sell |
1,427
-1,427
| -50% | -$435K | 0.12% | 148 |
|
|
2024
Q2 | $727K | Buy |
2,854
+1,427
| +100% | +$364K | 0.1% | 154 |
|
|
2024
Q1 | $402K | Hold |
1,427
| – | – | 0.12% | 150 |
|
|
2023
Q4 | $423K | Sell |
1,427
-410
| -22% | -$122K | 0.13% | 136 |
|
|
2023
Q3 | $484K | Hold |
1,837
| – | – | 0.16% | 129 |
|
|
2023
Q2 | $548K | Sell |
1,837
-403
| -18% | -$120K | 0.18% | 123 |
|
|
2023
Q1 | $626K | Hold |
2,240
| – | – | 0.21% | 115 |
|
|
2022
Q4 | $590K | Hold |
2,240
| – | – | 0.21% | 112 |
|
|
2022
Q3 | $517K | Sell |
2,240
-1,518
| -40% | -$350K | 0.19% | 123 |
|
|
2022
Q2 | $928K | Buy |
3,758
+71
| +2% | +$17.5K | 0.3% | 88 |
|
|
2022
Q1 | $912K | Sell |
3,687
-143
| -4% | -$35.4K | 0.25% | 105 |
|
|
2021
Q4 | $1.03M | Buy |
3,830
+19
| +0.5% | +$5.1K | 0.27% | 102 |
|
|
2021
Q3 | $919K | Buy |
3,811
+13
| +0.3% | +$3.14K | 0.26% | 101 |
|
|
2021
Q2 | $877K | Buy |
3,798
+50
| +1% | +$11.5K | 0.25% | 106 |
|
|
2021
Q1 | $840K | Hold |
3,748
| – | – | 0.26% | 107 |
|
|
2020
Q4 | $804K | Buy |
3,748
+37
| +1% | +$7.94K | 0.27% | 100 |
|
|
2020
Q3 | $815K | Buy |
3,711
+40
| +1% | +$8.79K | 0.31% | 96 |
|
|
2020
Q2 | $677K | Buy |
3,671
+105
| +3% | +$19.4K | 0.28% | 98 |
|
|
2020
Q1 | $590K | Buy |
3,566
+36
| +1% | +$5.96K | 0.3% | 94 |
|
|
2019
Q4 | $698K | Hold |
3,530
| – | – | 0.27% | 101 |
|
|
2019
Q3 | $758K | Buy |
3,530
+50
| +1% | +$10.7K | 0.32% | 96 |
|
|
2019
Q2 | $723K | Sell |
3,480
-21
| -0.6% | -$4.36K | 0.3% | 99 |
|
|
2019
Q1 | $665K | Sell |
3,501
-85
| -2% | -$16.1K | 0.28% | 105 |
|
|
2018
Q4 | $637K | Sell |
3,586
-54
| -1% | -$9.59K | 0.3% | 102 |
|
|
2018
Q3 | $609K | Sell |
3,640
-75
| -2% | -$12.5K | 0.24% | 120 |
|
|
2018
Q2 | $582K | Buy |
3,715
+110
| +3% | +$17.2K | 0.24% | 118 |
|
|
2018
Q1 | $564K | Sell |
3,605
-180
| -5% | -$28.2K | 0.24% | 117 |
|
|
2017
Q4 | $651K | Hold |
3,785
| – | – | 0.26% | 114 |
|
|
2017
Q3 | $593K | Sell |
3,785
-50
| -1% | -$7.83K | 0.25% | 118 |
|
|
2017
Q2 | $587K | Buy |
3,835
+80
| +2% | +$12.2K | 0.26% | 117 |
|
|
2017
Q1 | $487K | Sell |
3,755
-100
| -3% | -$13K | 0.22% | 123 |
|
|
2016
Q4 | $469K | Buy |
3,855
+35
| +0.9% | +$4.26K | 0.22% | 123 |
|
|
2016
Q3 | $441K | Buy |
3,820
+340
| +10% | +$39.3K | 0.22% | 124 |
|
|
2016
Q2 | $419K | Buy |
3,480
+300
| +9% | +$36.1K | 0.21% | 123 |
|
|
2016
Q1 | $400K | Buy |
3,180
+135
| +4% | +$17K | 0.21% | 124 |
|
|
2015
Q4 | $360K | Buy |
3,045
+855
| +39% | +$101K | 0.18% | 130 |
|
|
2015
Q3 | $216K | Hold |
2,190
| – | – | 0.12% | 135 |
|
|
2015
Q2 | $208K | Hold |
2,190
| – | – | 0.1% | 137 |
|
|
2015
Q1 | $213K | Buy |
+2,190
| New | +$213K | 0.1% | 136 |
|
|
2014
Q3 | – | Sell |
-2,090
| Closed | -$211K | – | 155 |
|
|
2014
Q2 | $211K | Hold |
2,090
| – | – | 0.11% | 142 |
|
|
2014
Q1 | $205K | Hold |
2,090
| – | – | 0.11% | 139 |
|
|
2013
Q4 | $203K | Hold |
2,090
| – | – | 0.1% | 136 |
|
|
2013
Q3 | $201K | Hold |
2,090
| – | – | 0.1% | 135 |
|
|
2013
Q2 | $207K | Buy |
+2,090
| New | +$207K | 0.12% | 112 |
|