FFA
First Foundation Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $960K | Buy |
3,286
+710
| +28% | +$207K | 0.04% | 192 |
|
|
2025
Q1 | $805K | Sell |
2,576
-1,184
| -31% | -$370K | 0.03% | 186 |
|
|
2024
Q4 | $1.09M | Sell |
3,760
-141
| -4% | -$40.9K | 0.04% | 167 |
|
|
2024
Q3 | $1.19M | Sell |
3,901
-3,950
| -50% | -$1.2M | 0.04% | 160 |
|
|
2024
Q2 | $2M | Buy |
7,851
+1,281
| +19% | +$326K | 0.08% | 119 |
|
|
2024
Q1 | $1.85M | Buy |
6,570
+2,212
| +51% | +$624K | 0.07% | 123 |
|
|
2023
Q4 | $1.29M | Sell |
4,358
-8,725
| -67% | -$2.59M | 0.06% | 153 |
|
|
2023
Q3 | $3.45M | Sell |
13,083
-3,970
| -23% | -$1.05M | 0.16% | 87 |
|
|
2023
Q2 | $5.09M | Buy |
17,053
+195
| +1% | +$58.2K | 0.22% | 80 |
|
|
2023
Q1 | $4.71M | Buy |
16,858
+1,183
| +8% | +$331K | 0.22% | 79 |
|
|
2022
Q4 | $4.13M | Buy |
15,675
+841
| +6% | +$222K | 0.2% | 85 |
|
|
2022
Q3 | $3.42M | Buy |
14,834
+2,554
| +21% | +$589K | 0.17% | 88 |
|
|
2022
Q2 | $3.03M | Buy |
12,280
+895
| +8% | +$221K | 0.13% | 99 |
|
|
2022
Q1 | $2.82M | Sell |
11,385
-1,813
| -14% | -$448K | 0.1% | 111 |
|
|
2021
Q4 | $3.54M | Buy |
13,198
+4,872
| +59% | +$1.31M | 0.12% | 94 |
|
|
2021
Q3 | $2.01M | Sell |
8,326
-4,276
| -34% | -$1.03M | 0.07% | 130 |
|
|
2021
Q2 | $2.91M | Sell |
12,602
-1,451
| -10% | -$335K | 0.11% | 112 |
|
|
2021
Q1 | $3.15M | Buy |
14,053
+75
| +0.5% | +$16.8K | 0.14% | 97 |
|
|
2020
Q4 | $3M | Sell |
13,978
-446
| -3% | -$95.7K | 0.13% | 96 |
|
|
2020
Q3 | $3.17M | Sell |
14,424
-101
| -0.7% | -$22.2K | 0.15% | 84 |
|
|
2020
Q2 | $2.68M | Sell |
14,525
-767
| -5% | -$142K | 0.14% | 93 |
|
|
2020
Q1 | $2.53M | Sell |
15,292
-2,073
| -12% | -$343K | 0.16% | 92 |
|
|
2019
Q4 | $3.43M | Buy |
17,365
+8,933
| +106% | +$1.76M | 0.17% | 85 |
|
|
2019
Q3 | $1.81M | Sell |
8,432
-627
| -7% | -$135K | 0.1% | 127 |
|
|
2019
Q2 | $1.88M | Buy |
9,059
+76
| +0.8% | +$15.8K | 0.11% | 122 |
|
|
2019
Q1 | $1.71M | Buy |
8,983
+9
| +0.1% | +$1.71K | 0.1% | 126 |
|
|
2018
Q4 | $1.59M | Sell |
8,974
-228
| -2% | -$40.5K | 0.1% | 127 |
|
|
2018
Q3 | $1.54M | Sell |
9,202
-2,297
| -20% | -$384K | 0.09% | 131 |
|
|
2018
Q2 | $1.8M | Buy |
11,499
+3,348
| +41% | +$525K | 0.11% | 113 |
|
|
2018
Q1 | $1.28M | Sell |
8,151
-358
| -4% | -$56K | 0.07% | 142 |
|
|
2017
Q4 | $1.47M | Sell |
8,509
-34
| -0.4% | -$5.85K | 0.08% | 138 |
|
|
2017
Q3 | $1.34M | Buy |
8,543
+134
| +2% | +$21K | 0.08% | 131 |
|
|
2017
Q2 | $1.29M | Buy |
8,409
+582
| +7% | +$89.1K | 0.08% | 134 |
|
|
2017
Q1 | $1.01M | Sell |
7,827
-826
| -10% | -$107K | 0.06% | 141 |
|
|
2016
Q4 | $1.05M | Sell |
8,653
-556
| -6% | -$67.7K | 0.07% | 136 |
|
|
2016
Q3 | $1.06M | Buy |
9,209
+859
| +10% | +$99.1K | 0.07% | 132 |
|
|
2016
Q2 | $1.01M | Sell |
8,350
-1,887
| -18% | -$227K | 0.07% | 130 |
|
|
2016
Q1 | $1.29M | Sell |
10,237
-4,931
| -33% | -$620K | 0.09% | 112 |
|
|
2015
Q4 | $1.79M | Sell |
15,168
-3,903
| -20% | -$461K | 0.12% | 98 |
|
|
2015
Q3 | $1.88M | Sell |
19,071
-464
| -2% | -$45.7K | 0.15% | 85 |
|
|
2015
Q2 | $1.86M | Sell |
19,535
-517
| -3% | -$49.1K | 0.15% | 85 |
|
|
2015
Q1 | $1.95M | Buy |
20,052
+1,943
| +11% | +$189K | 0.16% | 73 |
|
|
2014
Q4 | $1.7M | Buy |
18,109
+713
| +4% | +$66.8K | 0.15% | 77 |
|
|
2014
Q3 | $1.65M | Buy |
17,396
+291
| +2% | +$27.6K | 0.16% | 66 |
|
|
2014
Q2 | $1.72M | Buy |
17,105
+8,658
| +102% | +$872K | 0.19% | 57 |
|
|
2014
Q1 | $828K | Sell |
8,447
-234
| -3% | -$22.9K | 0.1% | 69 |
|
|
2013
Q4 | $842K | Buy |
8,681
+1,716
| +25% | +$166K | 0.11% | 66 |
|
|
2013
Q3 | $670K | Buy |
6,965
+109
| +2% | +$10.5K | 0.1% | 75 |
|
|
2013
Q2 | $679K | Buy |
+6,856
| New | +$679K | 0.13% | 62 |
|