EOJOAM
E. Ohman J:or Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.73M | Sell |
29,880
-1,390
| -4% | -$406K | 0.22% | 64 |
|
|
2025
Q1 | $9.77M | Sell |
31,270
-1,600
| -5% | -$500K | 0.26% | 62 |
|
|
2024
Q4 | $9.53M | Buy |
32,870
+3,560
| +12% | +$1.03M | 0.22% | 64 |
|
|
2024
Q3 | $8.93M | Sell |
29,310
-1,660
| -5% | -$505K | 0.22% | 61 |
|
|
2024
Q2 | $7.89M | Buy |
30,970
+1,470
| +5% | +$375K | 0.2% | 65 |
|
|
2024
Q1 | $8.32M | Buy |
29,500
+1,200
| +4% | +$338K | 0.21% | 67 |
|
|
2023
Q4 | $8.39M | Buy |
28,300
+16,300
| +136% | +$4.83M | 0.31% | 51 |
|
|
2023
Q3 | $3.16M | Buy |
+12,000
| New | +$3.16M | 0.12% | 102 |
|
|
2022
Q1 | – | Sell |
-36,800
| Closed | -$9.86M | – | 444 |
|
|
2021
Q4 | $9.86M | Buy |
36,800
+23,700
| +181% | +$6.35M | 0.28% | 64 |
|
|
2021
Q3 | $3.16M | Sell |
13,100
-100
| -0.8% | -$24.1K | 0.1% | 117 |
|
|
2021
Q2 | $3.05M | Buy |
+13,200
| New | +$3.05M | 0.1% | 133 |
|
|
2019
Q4 | – | Sell |
-19,950
| Closed | -$4.28M | – | 460 |
|
|
2019
Q3 | $4.28M | Buy |
19,950
+1,500
| +8% | +$322K | 0.27% | 60 |
|
|
2019
Q2 | $3.83M | Sell |
18,450
-2,100
| -10% | -$436K | 0.25% | 61 |
|
|
2019
Q1 | $3.9M | Sell |
20,550
-2,100
| -9% | -$399K | 0.26% | 61 |
|
|
2018
Q4 | $4.02M | Sell |
22,650
-3,000
| -12% | -$533K | 0.29% | 63 |
|
|
2018
Q3 | $4.29M | Buy |
25,650
+200
| +0.8% | +$33.5K | 0.28% | 72 |
|
|
2018
Q2 | $3.99M | Buy |
25,450
+7,300
| +40% | +$1.14M | 0.28% | 73 |
|
|
2018
Q1 | $2.84M | Sell |
18,150
-1,400
| -7% | -$219K | 0.23% | 79 |
|
|
2017
Q4 | $3.36M | Sell |
19,550
-2,200
| -10% | -$379K | 0.27% | 70 |
|
|
2017
Q3 | $3.41M | Sell |
21,750
-150
| -0.7% | -$23.5K | 0.3% | 69 |
|
|
2017
Q2 | $3.35M | Hold |
21,900
| – | – | 0.34% | 61 |
|
|
2017
Q1 | $2.84M | Buy |
21,900
+2,200
| +11% | +$285K | 0.35% | 63 |
|
|
2016
Q4 | $2.4M | Buy |
19,700
+700
| +4% | +$85.2K | 0.33% | 62 |
|
|
2016
Q3 | $2.19M | Buy |
19,000
+600
| +3% | +$69.2K | 0.33% | 64 |
|
|
2016
Q2 | $2.21M | Buy |
18,400
+1,200
| +7% | +$144K | 0.37% | 64 |
|
|
2016
Q1 | $2.16M | Sell |
17,200
-1,200
| -7% | -$151K | 0.39% | 58 |
|
|
2015
Q4 | $2.17M | Buy |
18,400
+700
| +4% | +$82.7K | 0.38% | 62 |
|
|
2015
Q3 | $1.74M | Sell |
17,700
-1,700
| -9% | -$168K | 0.47% | 50 |
|
|
2015
Q2 | $1.84M | Sell |
19,400
-1,500
| -7% | -$143K | 0.43% | 52 |
|
|
2015
Q1 | $2.04M | Hold |
20,900
| – | – | 0.47% | 50 |
|
|
2014
Q4 | $1.97M | Sell |
20,900
-7,100
| -25% | -$669K | 0.47% | 47 |
|
|
2014
Q3 | $2.65M | Hold |
28,000
| – | – | 0.65% | 34 |
|
|
2014
Q2 | $2.82M | Hold |
28,000
| – | – | 0.69% | 32 |
|
|
2014
Q1 | $2.74M | Sell |
28,000
-3,300
| -11% | -$323K | 0.68% | 31 |
|
|
2013
Q4 | $3.04M | Sell |
31,300
-200
| -0.6% | -$19.4K | 0.72% | 31 |
|
|
2013
Q3 | $3.03M | Buy |
31,500
+1,400
| +5% | +$135K | 0.77% | 29 |
|
|
2013
Q2 | $2.98M | Buy |
+30,100
| New | +$2.98M | 0.82% | 27 |
|