EHC
Everett Harris & Co’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117M | Sell |
401,392
-2,081
| -0.5% | -$608K | 1.5% | 14 |
|
|
2025
Q1 | $126M | Sell |
403,473
-2,540
| -0.6% | -$793K | 1.62% | 13 |
|
|
2024
Q4 | $118M | Buy |
406,013
+4,302
| +1% | +$1.25M | 1.49% | 16 |
|
|
2024
Q3 | $122M | Buy |
401,711
+564
| +0.1% | +$172K | 1.52% | 14 |
|
|
2024
Q2 | $102M | Buy |
401,147
+364
| +0.1% | +$92.8K | 1.31% | 17 |
|
|
2024
Q1 | $113M | Buy |
400,783
+22
| +0% | +$6.2K | 1.5% | 15 |
|
|
2023
Q4 | $119M | Buy |
400,761
+1,427
| +0.4% | +$423K | 1.7% | 13 |
|
|
2023
Q3 | $105M | Sell |
399,334
-1,383
| -0.3% | -$364K | 1.64% | 13 |
|
|
2023
Q2 | $120M | Sell |
400,717
-3,720
| -0.9% | -$1.11M | 1.81% | 13 |
|
|
2023
Q1 | $113M | Buy |
404,437
+110
| +0% | +$30.8K | 1.83% | 15 |
|
|
2022
Q4 | $107M | Sell |
404,327
-2,682
| -0.7% | -$707K | 1.83% | 15 |
|
|
2022
Q3 | $93.9M | Sell |
407,009
-3,811
| -0.9% | -$879K | 1.73% | 16 |
|
|
2022
Q2 | $101M | Sell |
410,820
-3,166
| -0.8% | -$782K | 1.75% | 16 |
|
|
2022
Q1 | $102M | Buy |
413,986
+4,048
| +1% | +$1M | 1.46% | 17 |
|
|
2021
Q4 | $110M | Buy |
409,938
+4,970
| +1% | +$1.33M | 1.52% | 18 |
|
|
2021
Q3 | $97.6M | Buy |
404,968
+744
| +0.2% | +$179K | 1.54% | 18 |
|
|
2021
Q2 | $93.4M | Sell |
404,224
-4,251
| -1% | -$982K | 1.49% | 19 |
|
|
2021
Q1 | $91.6M | Sell |
408,475
-8,127
| -2% | -$1.82M | 1.59% | 18 |
|
|
2020
Q4 | $89.4M | Buy |
416,602
+6,166
| +2% | +$1.32M | 1.58% | 19 |
|
|
2020
Q3 | $90.1M | Buy |
410,436
+2,459
| +0.6% | +$540K | 1.76% | 16 |
|
|
2020
Q2 | $75.3M | Buy |
407,977
+8,465
| +2% | +$1.56M | 1.66% | 17 |
|
|
2020
Q1 | $66.1M | Buy |
399,512
+78,520
| +24% | +$13M | 1.7% | 16 |
|
|
2019
Q4 | $63.4M | Buy |
320,992
+2,068
| +0.6% | +$409K | 1.43% | 21 |
|
|
2019
Q3 | $68.5M | Sell |
318,924
-4,292
| -1% | -$922K | 1.69% | 19 |
|
|
2019
Q2 | $67.1M | Buy |
323,216
+7,030
| +2% | +$1.46M | 1.68% | 18 |
|
|
2019
Q1 | $60M | Sell |
316,186
-4,862
| -2% | -$923K | 1.56% | 20 |
|
|
2018
Q4 | $57M | Sell |
321,048
-3,769
| -1% | -$669K | 1.62% | 19 |
|
|
2018
Q3 | $54.3M | Sell |
324,817
-1,330
| -0.4% | -$222K | 1.36% | 21 |
|
|
2018
Q2 | $51.1M | Sell |
326,147
-879
| -0.3% | -$138K | 1.39% | 22 |
|
|
2018
Q1 | $51.1M | Buy |
327,026
+22,054
| +7% | +$3.45M | 1.42% | 21 |
|
|
2017
Q4 | $52.5M | Sell |
304,972
-2,790
| -0.9% | -$480K | 1.46% | 20 |
|
|
2017
Q3 | $48.2M | Sell |
307,762
-4,093
| -1% | -$641K | 1.45% | 20 |
|
|
2017
Q2 | $47.8M | Sell |
311,855
-972
| -0.3% | -$149K | 1.48% | 20 |
|
|
2017
Q1 | $40.5M | Sell |
312,827
-8,347
| -3% | -$1.08M | 1.33% | 22 |
|
|
2016
Q4 | $39.1M | Sell |
321,174
-15,118
| -4% | -$1.84M | 1.37% | 20 |
|
|
2016
Q3 | $38.8M | Sell |
336,292
-10,921
| -3% | -$1.26M | 1.37% | 21 |
|
|
2016
Q2 | $41.8M | Sell |
347,213
-7,664
| -2% | -$922K | 1.49% | 19 |
|
|
2016
Q1 | $44.6M | Sell |
354,877
-12,718
| -3% | -$1.6M | 1.6% | 17 |
|
|
2015
Q4 | $43.4M | Sell |
367,595
-3,552
| -1% | -$420K | 1.52% | 20 |
|
|
2015
Q3 | $36.6M | Sell |
371,147
-7,241
| -2% | -$713K | 1.34% | 24 |
|
|
2015
Q2 | $36M | Sell |
378,388
-715
| -0.2% | -$68K | 1.26% | 27 |
|
|
2015
Q1 | $36.9M | Sell |
379,103
-76,880
| -17% | -$7.49M | 1.27% | 27 |
|
|
2014
Q4 | $42.7M | Sell |
455,983
-3,532
| -0.8% | -$331K | 1.46% | 25 |
|
|
2014
Q3 | $43.6M | Sell |
459,515
-91,141
| -17% | -$8.64M | 1.57% | 21 |
|
|
2014
Q2 | $55.5M | Sell |
550,656
-26,574
| -5% | -$2.68M | 2.05% | 17 |
|
|
2014
Q1 | $56.6M | Sell |
577,230
-3,558
| -0.6% | -$349K | 2.1% | 15 |
|
|
2013
Q4 | $56.4M | Buy |
580,788
+675
| +0.1% | +$65.5K | 2.11% | 16 |
|
|
2013
Q3 | $55.8M | Buy |
580,113
+647
| +0.1% | +$62.2K | 2.28% | 15 |
|
|
2013
Q2 | $57.4M | Buy |
+579,466
| New | +$57.4M | 2.39% | 14 |
|