Gardner Russo & Quinn’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $294K | Buy |
947
+42
| +5% | +$13.4K | ﹤0.01% | 80 |
|
|
2025
Q4 | $277K | Buy |
905
+200
| +28% | +$61.3K | ﹤0.01% | 82 |
|
|
2025
Q3 | $214K | Hold |
705
| – | – | ﹤0.01% | 84 |
|
|
2025
Q2 | $206K | Hold |
705
| – | – | ﹤0.01% | 82 |
|
|
2025
Q1 | $220K | Hold |
705
| – | – | ﹤0.01% | 82 |
|
|
2024
Q4 | $204K | Hold |
705
| – | – | ﹤0.01% | 65 |
|
|
2024
Q3 | $215K | Sell |
705
-492
| -41% | -$136K | ﹤0.01% | 73 |
|
|
2024
Q2 | $305K | Sell |
1,197
-735
| -38% | -$195K | ﹤0.01% | 66 |
|
|
2024
Q1 | $545K | Hold |
1,932
| – | – | 0.01% | 61 |
|
|
2023
Q4 | $573K | Hold |
1,932
| – | – | 0.01% | 61 |
|
|
2023
Q3 | $509K | Sell |
1,932
-54
| -3% | -$15.4K | 0.01% | 63 |
|
|
2023
Q2 | $593K | Buy |
1,986
+34
| +2% | +$9.88K | 0.01% | 62 |
|
|
2023
Q1 | $546K | Hold |
1,952
| – | – | 0.01% | 64 |
|
|
2022
Q4 | $514K | Hold |
1,952
| – | – | 0.01% | 66 |
|
|
2022
Q3 | $450K | Sell |
1,952
-83
| -4% | -$21.2K | 0.01% | 71 |
|
|
2022
Q2 | $502K | Sell |
2,035
-15
| -0.7% | -$3.69K | 0.01% | 71 |
|
|
2022
Q1 | $507K | Buy |
2,050
+20
| +1% | +$4.98K | ﹤0.01% | 72 |
|
|
2021
Q4 | $544K | Sell |
2,030
-250
| -11% | -$63.1K | ﹤0.01% | 70 |
|
|
2021
Q3 | $550K | Hold |
2,280
| – | – | 0.01% | 70 |
|
|
2021
Q2 | $527K | Hold |
2,280
| – | – | ﹤0.01% | 73 |
|
|
2021
Q1 | $511K | Hold |
2,280
| – | – | ﹤0.01% | 73 |
|
|
2020
Q4 | $489K | Sell |
2,280
-65
| -3% | -$14.1K | ﹤0.01% | 75 |
|
|
2020
Q3 | $515K | Hold |
2,345
| – | – | 0.01% | 69 |
|
|
2020
Q2 | $433K | Hold |
2,345
| – | – | ﹤0.01% | 70 |
|
|
2020
Q1 | $388K | Sell |
2,345
-625
| -21% | -$123K | ﹤0.01% | 70 |
|
|
2019
Q4 | $587K | Hold |
2,970
| – | – | ﹤0.01% | 68 |
|
|
2019
Q3 | $638K | Hold |
2,970
| – | – | 0.01% | 66 |
|
|
2019
Q2 | $617K | Hold |
2,970
| – | – | ﹤0.01% | 66 |
|
|
2019
Q1 | $564K | Buy |
2,970
+5
| +0.2% | +$907 | ﹤0.01% | 65 |
|
|
2018
Q4 | $526K | Hold |
2,965
| – | – | ﹤0.01% | 66 |
|
|
2018
Q3 | $496K | Hold |
2,965
| – | – | ﹤0.01% | 71 |
|
|
2018
Q2 | $465K | Sell |
2,965
-270
| -8% | -$43.8K | ﹤0.01% | 76 |
|
|
2018
Q1 | $506K | Hold |
3,235
| – | – | ﹤0.01% | 75 |
|
|
2017
Q4 | $557K | Sell |
3,235
-145
| -4% | -$24.4K | ﹤0.01% | 76 |
|
|
2017
Q3 | $530K | Hold |
3,380
| – | – | ﹤0.01% | 78 |
|
|
2017
Q2 | $518K | Sell |
3,380
-250
| -7% | -$36.1K | ﹤0.01% | 78 |
|
|
2017
Q1 | $470K | Hold |
3,630
| – | – | ﹤0.01% | 80 |
|
|
2016
Q4 | $442K | Hold |
3,630
| – | – | ﹤0.01% | 80 |
|
|
2016
Q3 | $419K | Sell |
3,630
-10
| -0.3% | -$1.19K | ﹤0.01% | 81 |
|
|
2016
Q2 | $438K | Hold |
3,640
| – | – | ﹤0.01% | 80 |
|
|
2016
Q1 | $457K | Sell |
3,640
-5
| -0.1% | -$597 | ﹤0.01% | 79 |
|
|
2015
Q4 | $431K | Hold |
3,645
| – | – | ﹤0.01% | 79 |
|
|
2015
Q3 | $359K | Hold |
3,645
| – | – | ﹤0.01% | 81 |
|
|
2015
Q2 | $347K | Hold |
3,645
| – | – | ﹤0.01% | 85 |
|
|
2015
Q1 | $355K | Sell |
3,645
-25
| -0.7% | -$2.37K | ﹤0.01% | 85 |
|
|
2014
Q4 | $344K | Hold |
3,670
| – | – | ﹤0.01% | 87 |
|
|
2014
Q3 | $348K | Hold |
3,670
| – | – | ﹤0.01% | 88 |
|
|
2014
Q2 | $370K | Sell |
3,670
-290
| -7% | -$29.3K | ﹤0.01% | 90 |
|
|
2014
Q1 | $388K | Hold |
3,960
| – | – | ﹤0.01% | 92 |
|
|
2013
Q4 | $384K | Sell |
3,960
-131
| -3% | -$12.6K | ﹤0.01% | 92 |
|
|
2013
Q3 | $394K | Sell |
4,091
-1,094
| -21% | -$107K | ﹤0.01% | 93 |
|
|
2013
Q2 | $513K | Buy |
+5,185
| New | +$519K | 0.01% | 88 |
|
Other funds holding MCD
VCM
VPM
DAM