First Dallas Securities’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 | $489K | Sell |
1,675
-1,100
| -40% | -$321K | 0.19% | 82 |
|
|
2025
Q1 | $867K | Sell |
2,775
-100
| -3% | -$31.2K | 0.36% | 59 |
|
|
2024
Q4 | $833K | Buy |
2,875
+50
| +2% | +$14.5K | 0.34% | 60 |
|
|
2024
Q3 | $860K | Sell |
2,825
-133
| -4% | -$40.5K | 0.36% | 57 |
|
|
2024
Q2 | $754K | Buy |
2,958
+9
| +0.3% | +$2.29K | 0.33% | 58 |
|
|
2024
Q1 | $831K | Sell |
2,949
-42
| -1% | -$11.8K | 0.38% | 59 |
|
|
2023
Q4 | $887K | Sell |
2,991
-1,363
| -31% | -$404K | 0.46% | 55 |
|
|
2023
Q3 | $1.15M | Buy |
4,354
+163
| +4% | +$42.9K | 0.26% | 87 |
|
|
2023
Q2 | $1.25M | Buy |
4,191
+6
| +0.1% | +$1.79K | 0.7% | 43 |
|
|
2023
Q1 | $1.17M | Sell |
4,185
-493
| -11% | -$138K | 0.69% | 41 |
|
|
2022
Q4 | $1.23M | Buy |
4,678
+6
| +0.1% | +$1.58K | 0.74% | 34 |
|
|
2022
Q3 | $1.08M | Buy |
4,672
+7
| +0.2% | +$1.62K | 0.74% | 40 |
|
|
2022
Q2 | $1.15M | Buy |
4,665
+2,081
| +81% | +$514K | 0.78% | 39 |
|
|
2022
Q1 | $639K | Buy |
2,584
+1,691
| +189% | +$418K | 0.36% | 63 |
|
|
2021
Q4 | $239K | Buy |
893
+1
| +0.1% | +$268 | 0.16% | 108 |
|
|
2021
Q3 | $215K | Buy |
+892
| New | +$215K | 0.15% | 114 |
|
|
2018
Q1 | – | Sell |
-1,700
| Closed | -$293K | – | 121 |
|
|
2017
Q4 | $293K | Hold |
1,700
| – | – | 0.19% | 87 |
|
|
2017
Q3 | $266K | Hold |
1,700
| – | – | 0.18% | 91 |
|
|
2017
Q2 | $260K | Buy |
+1,700
| New | +$260K | 0.19% | 90 |
|