Gemmer Asset Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $343K | Hold |
|
|||||
|
2025
Q2 | $329K | Buy |
|
|||||
|
2025
Q1 | $339K | Sell |
|
|||||
|
2024
Q4 | $333K | Buy |
|
|||||
|
2024
Q3 | $341K | Hold |
|
|||||
|
2024
Q2 | $285K | Buy |
|
|||||
|
2024
Q1 | $290K | Hold |
|
|||||
|
2023
Q4 | $305K | Buy |
|
|||||
|
2023
Q3 | $240K | Sell |
|
|||||
|
2023
Q2 | $303K | Buy |
|
|||||
|
2023
Q1 | $278K | Buy |
|
|||||
|
2022
Q4 | $262K | Hold |
|
|||||
|
2022
Q3 | $229K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $196K | Hold |
|
|||||
|
2021
Q4 | $213K | Buy |
|
|||||
|
2021
Q3 | $191K | Sell |
|
|||||
|
2021
Q2 | $382K | Buy |
|
|||||
|
2021
Q1 | $368K | Sell |
|
|||||
|
2020
Q4 | $354K | Sell |
|
|||||
|
2020
Q3 | $362K | Buy |
|
|||||
|
2020
Q2 | $304K | Hold |
|
|||||
|
2020
Q1 | $273K | Buy |
|
|||||
|
2019
Q4 | $301K | Buy |
|
|||||
|
2019
Q3 | $323K | Sell |
|
|||||
|
2019
Q2 | $327K | Buy |
|
|||||
|
2019
Q1 | $262K | Buy |
|
|||||
|
2018
Q4 | $128K | Buy |
|
|||||
|
2018
Q3 | $102K | Hold |
|
|||||
|
2018
Q2 | $95K | Hold |
|
|||||
|
2018
Q1 | $95K | Hold |
|
|||||
|
2017
Q4 | $104K | Hold |
|
|||||
|
2017
Q3 | $95K | Hold |
|
|||||
|
2017
Q2 | $93K | Hold |
|
|||||
|
2017
Q1 | $79K | Hold |
|
|||||
|
2016
Q4 | $74K | Sell |
|
|||||
|
2016
Q3 | $71K | Sell |
|
|||||
|
2016
Q2 | $76K | Hold |
|
|||||
|
2016
Q1 | $79K | Buy |
|
|||||
|
2015
Q4 | $72K | Sell |
|
|||||
|
2015
Q3 | $147K | Buy |
|
|||||
|
2015
Q2 | $58K | Sell |
|
|||||
|
2015
Q1 | $61K | Hold |
|
|||||
|
2014
Q4 | $59K | Sell |
|
|||||
|
2014
Q3 | $151K | Buy |
|
|||||
|
2014
Q2 | $64K | Hold |
|
|||||
|
2014
Q1 | $62K | Buy |
|