FAM
Formidable Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Sell |
10,008
-35
| -0.3% | -$10.9K | 0.52% | 36 |
|
|
2025
Q1 | $3.14M | Buy |
10,043
+227
| +2% | +$70.9K | 0.52% | 36 |
|
|
2024
Q4 | $2.85M | Buy |
9,816
+109
| +1% | +$31.6K | 0.47% | 41 |
|
|
2024
Q3 | $2.96M | Buy |
9,707
+147
| +2% | +$44.8K | 0.47% | 38 |
|
|
2024
Q2 | $2.44M | Buy |
9,560
+525
| +6% | +$134K | 0.39% | 44 |
|
|
2024
Q1 | $2.55M | Buy |
9,035
+5,147
| +132% | +$1.45M | 0.42% | 48 |
|
|
2023
Q4 | $1.15M | Hold |
3,888
| – | – | 0.24% | 79 |
|
|
2023
Q3 | $1.02M | Hold |
3,888
| – | – | 0.23% | 86 |
|
|
2023
Q2 | $1.16M | Sell |
3,888
-15
| -0.4% | -$4.48K | 0.25% | 72 |
|
|
2023
Q1 | $1.1M | Hold |
3,903
| – | – | 0.23% | 81 |
|
|
2022
Q4 | $1.03M | Sell |
3,903
-1
| -0% | -$264 | 0.23% | 85 |
|
|
2022
Q3 | $1M | Sell |
3,904
-136
| -3% | -$34.8K | 0.23% | 82 |
|
|
2022
Q2 | $1.01M | Sell |
4,040
-13
| -0.3% | -$3.25K | 0.23% | 83 |
|
|
2022
Q1 | $1M | Sell |
4,053
-79
| -2% | -$19.5K | 0.19% | 98 |
|
|
2021
Q4 | $1.11M | Sell |
4,132
-1
| -0% | -$268 | 0.21% | 91 |
|
|
2021
Q3 | $996K | Buy |
4,133
+872
| +27% | +$210K | 0.19% | 99 |
|
|
2021
Q2 | $761K | Sell |
3,261
-33
| -1% | -$7.7K | 0.16% | 122 |
|
|
2021
Q1 | $741K | Sell |
3,294
-235
| -7% | -$52.9K | 0.16% | 125 |
|
|
2020
Q4 | $749K | Buy |
3,529
+217
| +7% | +$46.1K | 0.17% | 110 |
|
|
2020
Q3 | $733K | Buy |
3,312
+100
| +3% | +$22.1K | 0.21% | 96 |
|
|
2020
Q2 | $608K | Buy |
3,212
+1,020
| +47% | +$193K | 0.18% | 112 |
|
|
2020
Q1 | $363K | Sell |
2,192
-116
| -5% | -$19.2K | 0.14% | 133 |
|
|
2019
Q4 | $486K | Buy |
+2,308
| New | +$486K | 0.15% | 123 |
|
|
2019
Q3 | – | Sell |
-2,179
| Closed | -$459K | – | 189 |
|
|
2019
Q2 | $459K | Sell |
2,179
-13,333
| -86% | -$2.81M | 0.16% | 123 |
|
|
2019
Q1 | $380K | Buy |
+15,512
| New | +$380K | 0.15% | 118 |
|
|
2018
Q1 | – | Sell |
-4
| Closed | -$1K | – | 108 |
|
|
2017
Q4 | $1K | Sell |
4
-1,661
| -100% | -$415K | ﹤0.01% | 110 |
|
|
2017
Q3 | $261K | Buy |
1,665
+77
| +5% | +$12.1K | 0.11% | 161 |
|
|
2017
Q2 | $243K | Hold |
1,588
| – | – | 0.12% | 141 |
|
|
2017
Q1 | $229K | Buy |
1,588
+1
| +0.1% | +$144 | 0.1% | 161 |
|
|
2016
Q4 | $193K | Buy |
+1,587
| New | +$193K | 0.1% | 159 |
|
|
2016
Q3 | – | Sell |
-1,609
| Closed | -$201K | – | 169 |
|
|
2016
Q2 | $201K | Buy |
1,609
+670
| +71% | +$83.7K | 0.11% | 147 |
|
|
2016
Q1 | $119K | Buy |
939
+42
| +5% | +$5.32K | 0.08% | 146 |
|
|
2015
Q4 | $106K | Buy |
897
+25
| +3% | +$2.95K | 0.07% | 165 |
|
|
2015
Q3 | $85K | Buy |
872
+250
| +40% | +$24.4K | 0.06% | 183 |
|
|
2015
Q2 | $59K | Hold |
622
| – | – | 0.04% | 195 |
|
|
2015
Q1 | $61K | Hold |
622
| – | – | 0.04% | 186 |
|
|
2014
Q4 | $58K | Sell |
622
-20
| -3% | -$1.87K | 0.04% | 182 |
|
|
2014
Q3 | $60K | Sell |
642
-51
| -7% | -$4.77K | 0.04% | 177 |
|
|
2014
Q2 | $70K | Hold |
693
| – | – | 0.04% | 188 |
|
|
2014
Q1 | $70K | Sell |
693
-4,950
| -88% | -$500K | 0.05% | 170 |
|
|
2013
Q4 | $541K | Sell |
5,643
-112
| -2% | -$10.7K | 0.36% | 68 |
|
|
2013
Q3 | $548K | Buy |
+5,755
| New | +$548K | 0.47% | 59 |
|