FC
Financial Consulate’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,495
| Closed | -$3.21M | – | 85 |
|
|
2023
Q1 | $3.21M | Buy |
11,495
+26
| +0.2% | +$7.27K | 1.12% | 14 |
|
|
2022
Q4 | $3.02M | Hold |
11,469
| – | – | 1.06% | 17 |
|
|
2022
Q3 | $2.65M | Hold |
11,469
| – | – | 1.12% | 16 |
|
|
2022
Q2 | $2.83M | Hold |
11,469
| – | – | 1.33% | 15 |
|
|
2022
Q1 | $2.84M | Buy |
11,469
+482
| +4% | +$119K | 1.09% | 16 |
|
|
2021
Q4 | $2.95M | Buy |
10,987
+800
| +8% | +$214K | 1.02% | 16 |
|
|
2021
Q3 | $2.46M | Buy |
10,187
+551
| +6% | +$133K | 0.89% | 18 |
|
|
2021
Q2 | $2.23M | Hold |
9,636
| – | – | 0.8% | 21 |
|
|
2021
Q1 | $2.16M | Hold |
9,636
| – | – | 0.88% | 20 |
|
|
2020
Q4 | $2.07M | Sell |
9,636
-360
| -4% | -$77.3K | 0.89% | 20 |
|
|
2020
Q3 | $2.19M | Sell |
9,996
-32
| -0.3% | -$7.02K | 1.04% | 19 |
|
|
2020
Q2 | $1.85M | Buy |
10,028
+332
| +3% | +$61.2K | 0.94% | 20 |
|
|
2020
Q1 | $1.6M | Sell |
9,696
-108
| -1% | -$17.9K | 0.95% | 23 |
|
|
2019
Q4 | $1.94M | Hold |
9,804
| – | – | 0.86% | 24 |
|
|
2019
Q3 | $2.11M | Hold |
9,804
| – | – | 0.92% | 24 |
|
|
2019
Q2 | $2.04M | Buy |
9,804
+200
| +2% | +$41.5K | 0.92% | 25 |
|
|
2019
Q1 | $1.82M | Hold |
9,604
| – | – | 0.83% | 25 |
|
|
2018
Q4 | $1.71M | Buy |
9,604
+160
| +2% | +$28.4K | 1.02% | 25 |
|
|
2018
Q3 | $1.58M | Hold |
9,444
| – | – | 0.9% | 30 |
|
|
2018
Q2 | $1.48M | Sell |
9,444
-60
| -0.6% | -$9.4K | 0.75% | 34 |
|
|
2018
Q1 | $1.49M | Sell |
9,504
-85
| -0.9% | -$13.3K | 0.79% | 32 |
|
|
2017
Q4 | $1.65M | Hold |
9,589
| – | – | 0.84% | 31 |
|
|
2017
Q3 | $1.5M | Sell |
9,589
-38
| -0.4% | -$5.95K | 0.82% | 34 |
|
|
2017
Q2 | $1.47M | Buy |
9,627
+88
| +0.9% | +$13.5K | 0.87% | 30 |
|
|
2017
Q1 | $1.24M | Hold |
9,539
| – | – | 0.79% | 34 |
|
|
2016
Q4 | $1.16M | Hold |
9,539
| – | – | 0.84% | 25 |
|
|
2016
Q3 | $1.1M | Hold |
9,539
| – | – | 0.98% | 19 |
|
|
2016
Q2 | $1.15M | Buy |
9,539
+22
| +0.2% | +$2.65K | 0.88% | 20 |
|
|
2016
Q1 | $1.2M | Hold |
9,517
| – | – | 0.82% | 24 |
|
|
2015
Q4 | $1.12M | Hold |
9,517
| – | – | 0.8% | 23 |
|
|
2015
Q3 | $938K | Hold |
9,517
| – | – | 0.82% | 25 |
|
|
2015
Q2 | $905K | Sell |
9,517
-13
| -0.1% | -$1.24K | 0.67% | 26 |
|
|
2015
Q1 | $929K | Sell |
9,530
-20
| -0.2% | -$1.95K | 0.78% | 26 |
|
|
2014
Q4 | $895K | Buy |
+9,550
| New | +$895K | 0.59% | 34 |
|