First Heartland Consultants’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 | $362K | Buy |
1,239
+146
| +13% | +$42.7K | 0.03% | 340 |
|
|
2025
Q1 | $341K | Sell |
1,093
-169
| -13% | -$52.8K | 0.04% | 318 |
|
|
2024
Q4 | $366K | Sell |
1,262
-18
| -1% | -$5.22K | 0.04% | 301 |
|
|
2024
Q3 | $390K | Sell |
1,280
-250
| -16% | -$76.2K | 0.04% | 285 |
|
|
2024
Q2 | $390 | Sell |
1,530
-56
| -4% | -$14 | 0.03% | 300 |
|
|
2024
Q1 | $447K | Buy |
1,586
+141
| +10% | +$39.7K | 0.05% | 263 |
|
|
2023
Q4 | $428K | Sell |
1,445
-169
| -10% | -$50.1K | 0.05% | 232 |
|
|
2023
Q3 | $425K | Sell |
1,614
-1
| -0.1% | -$263 | 0.05% | 236 |
|
|
2023
Q2 | $482K | Buy |
1,615
+1
| +0.1% | +$299 | 0.06% | 218 |
|
|
2023
Q1 | $451K | Sell |
1,614
-75
| -4% | -$21K | 0.07% | 218 |
|
|
2022
Q4 | $445K | Sell |
1,689
-60
| -3% | -$15.8K | 0.07% | 214 |
|
|
2022
Q3 | $403 | Buy |
1,749
+8
| +0.5% | +$2 | 0.03% | 213 |
|
|
2022
Q2 | $429K | Buy |
1,741
+103
| +6% | +$25.4K | 0.07% | 203 |
|
|
2022
Q1 | $405K | Buy |
1,638
+2
| +0.1% | +$495 | 0.06% | 209 |
|
|
2021
Q4 | $438 | Sell |
1,636
-91
| -5% | -$24 | 0.02% | 218 |
|
|
2021
Q3 | $417K | Sell |
1,727
-683
| -28% | -$165K | 0.06% | 230 |
|
|
2021
Q2 | $557K | Buy |
2,410
+147
| +6% | +$34K | 0.08% | 197 |
|
|
2021
Q1 | $507K | Sell |
2,263
-113
| -5% | -$25.3K | 0.08% | 201 |
|
|
2020
Q4 | $510K | Sell |
2,376
-15
| -0.6% | -$3.22K | 0.08% | 165 |
|
|
2020
Q3 | $525K | Buy |
2,391
+94
| +4% | +$20.6K | 0.1% | 148 |
|
|
2020
Q2 | $424K | Buy |
2,297
+61
| +3% | +$11.3K | 0.08% | 173 |
|
|
2020
Q1 | $370K | Sell |
2,236
-275
| -11% | -$45.5K | 0.1% | 157 |
|
|
2019
Q4 | $496K | Sell |
2,511
-76
| -3% | -$15K | 0.1% | 176 |
|
|
2019
Q3 | $556K | Buy |
2,587
+57
| +2% | +$12.3K | 0.12% | 145 |
|
|
2019
Q2 | $525K | Buy |
2,530
+117
| +5% | +$24.3K | 0.13% | 145 |
|
|
2019
Q1 | $458K | Sell |
2,413
-442
| -15% | -$83.9K | 0.13% | 154 |
|
|
2018
Q4 | $507K | Sell |
2,855
-1,548
| -35% | -$275K | 0.19% | 121 |
|
|
2018
Q3 | $737K | Sell |
4,403
-61
| -1% | -$10.2K | 0.23% | 97 |
|
|
2018
Q2 | $700K | Sell |
4,464
-752
| -14% | -$118K | 0.25% | 106 |
|
|
2018
Q1 | $816K | Buy |
5,216
+760
| +17% | +$119K | 0.24% | 101 |
|
|
2017
Q4 | $767K | Sell |
4,456
-2,249
| -34% | -$387K | 0.23% | 110 |
|
|
2017
Q3 | $1.05M | Sell |
6,705
-56
| -0.8% | -$8.78K | 0.26% | 114 |
|
|
2017
Q2 | $1.04M | Buy |
6,761
+159
| +2% | +$24.4K | 0.27% | 105 |
|
|
2017
Q1 | $856K | Sell |
6,602
-506
| -7% | -$65.6K | 0.24% | 121 |
|
|
2016
Q4 | $865K | Sell |
7,108
-93
| -1% | -$11.3K | 0.26% | 107 |
|
|
2016
Q3 | $831K | Sell |
7,201
-72
| -1% | -$8.31K | 0.24% | 115 |
|
|
2016
Q2 | $875 | Buy |
7,273
+1,569
| +28% | +$189 | 0.1% | 96 |
|
|
2016
Q1 | $717K | Buy |
5,704
+27
| +0.5% | +$3.39K | 0.27% | 98 |
|
|
2015
Q4 | $671K | Buy |
5,677
+149
| +3% | +$17.6K | 0.25% | 104 |
|
|
2015
Q3 | $545K | Sell |
5,528
-53
| -0.9% | -$5.23K | 0.23% | 122 |
|
|
2015
Q2 | $531 | Sell |
5,581
-330
| -6% | -$31 | 0.14% | 135 |
|
|
2015
Q1 | $576K | Sell |
5,911
-101
| -2% | -$9.84K | 0.22% | 127 |
|
|
2014
Q4 | $563K | Sell |
6,012
-671
| -10% | -$62.8K | 0.23% | 122 |
|
|
2014
Q3 | $634K | Sell |
6,683
-963
| -13% | -$91.4K | 0.28% | 107 |
|
|
2014
Q2 | $770K | Buy |
7,646
+482
| +7% | +$48.5K | 0.35% | 86 |
|
|
2014
Q1 | $702K | Buy |
7,164
+860
| +14% | +$84.3K | 0.35% | 88 |
|
|
2013
Q4 | $612K | Sell |
6,304
-3,198
| -34% | -$310K | 0.34% | 87 |
|
|
2013
Q3 | $913K | Sell |
9,502
-315
| -3% | -$30.3K | 0.55% | 52 |
|
|
2013
Q2 | $972K | Buy |
+9,817
| New | +$972K | 0.56% | 47 |
|