GAM
Gould Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $754K | Sell |
2,580
-140
| -5% | -$40.9K | 0.15% | 79 |
|
|
2025
Q1 | $850K | Buy |
2,720
+5
| +0.2% | +$1.56K | 0.18% | 68 |
|
|
2024
Q4 | $787K | Buy |
2,715
+20
| +0.7% | +$5.8K | 0.17% | 74 |
|
|
2024
Q3 | $821K | Sell |
2,695
-200
| -7% | -$60.9K | 0.18% | 70 |
|
|
2024
Q2 | $738K | Sell |
2,895
-80
| -3% | -$20.4K | 0.17% | 74 |
|
|
2024
Q1 | $839K | Sell |
2,975
-75
| -2% | -$21.1K | 0.2% | 60 |
|
|
2023
Q4 | $904K | Sell |
3,050
-160
| -5% | -$47.4K | 0.23% | 47 |
|
|
2023
Q3 | $846K | Sell |
3,210
-70
| -2% | -$18.4K | 0.24% | 45 |
|
|
2023
Q2 | $979K | Hold |
3,280
| – | – | 0.27% | 39 |
|
|
2023
Q1 | $917K | Sell |
3,280
-49
| -1% | -$13.7K | 0.26% | 39 |
|
|
2022
Q4 | $877K | Buy |
3,329
+60
| +2% | +$15.8K | 0.26% | 48 |
|
|
2022
Q3 | $754K | Sell |
3,269
-70
| -2% | -$16.1K | 0.26% | 44 |
|
|
2022
Q2 | $824K | Sell |
3,339
-40
| -1% | -$9.87K | 0.27% | 43 |
|
|
2022
Q1 | $835K | Sell |
3,379
-85
| -2% | -$21K | 0.24% | 41 |
|
|
2021
Q4 | $928K | Buy |
3,464
+272
| +9% | +$72.9K | 0.26% | 41 |
|
|
2021
Q3 | $770K | Sell |
3,192
-10,639
| -77% | -$2.57M | 0.24% | 44 |
|
|
2021
Q2 | $3.2M | Buy |
13,831
+102
| +0.7% | +$23.6K | 0.91% | 21 |
|
|
2021
Q1 | $3.08M | Sell |
13,729
-3
| -0% | -$672 | 0.94% | 20 |
|
|
2020
Q4 | $2.95M | Sell |
13,732
-23
| -0.2% | -$4.94K | 0.9% | 19 |
|
|
2020
Q3 | $3.02M | Buy |
13,755
+37
| +0.3% | +$8.12K | 1.02% | 18 |
|
|
2020
Q2 | $2.53M | Buy |
13,718
+8
| +0.1% | +$1.48K | 0.89% | 18 |
|
|
2020
Q1 | $2.27M | Buy |
13,710
+8
| +0.1% | +$1.32K | 0.86% | 21 |
|
|
2019
Q4 | $2.71M | Buy |
13,702
+93
| +0.7% | +$18.4K | 0.9% | 16 |
|
|
2019
Q3 | $2.92M | Buy |
13,609
+76
| +0.6% | +$16.3K | 1.03% | 14 |
|
|
2019
Q2 | $2.81M | Buy |
13,533
+7
| +0.1% | +$1.45K | 1.01% | 15 |
|
|
2019
Q1 | $2.57M | Buy |
13,526
+7
| +0.1% | +$1.33K | 0.96% | 15 |
|
|
2018
Q4 | $2.4M | Buy |
13,519
+1,307
| +11% | +$232K | 1% | 15 |
|
|
2018
Q3 | $2.04M | Buy |
12,212
+56
| +0.5% | +$9.37K | 0.82% | 17 |
|
|
2018
Q2 | $1.91M | Buy |
12,156
+7
| +0.1% | +$1.1K | 0.82% | 17 |
|
|
2018
Q1 | $1.9M | Sell |
12,149
-1,608
| -12% | -$251K | 0.83% | 18 |
|
|
2017
Q4 | $2.37M | Sell |
13,757
-459
| -3% | -$79K | 1.03% | 12 |
|
|
2017
Q3 | $2.23M | Sell |
14,216
-43
| -0.3% | -$6.74K | 1% | 15 |
|
|
2017
Q2 | $2.18M | Sell |
14,259
-14
| -0.1% | -$2.14K | 1.05% | 13 |
|
|
2017
Q1 | $1.85M | Buy |
14,273
+893
| +7% | +$116K | 0.93% | 13 |
|
|
2016
Q4 | $1.63M | Buy |
13,380
+2,337
| +21% | +$285K | 0.84% | 17 |
|
|
2016
Q3 | $1.27M | Sell |
11,043
-1,000
| -8% | -$115K | 0.69% | 19 |
|
|
2016
Q2 | $1.45M | Hold |
12,043
| – | – | 0.78% | 17 |
|
|
2016
Q1 | $1.51M | Hold |
12,043
| – | – | 0.82% | 16 |
|
|
2015
Q4 | $1.42M | Hold |
12,043
| – | – | 0.76% | 15 |
|
|
2015
Q3 | $1.19M | Hold |
12,043
| – | – | 0.66% | 20 |
|
|
2015
Q2 | $1.15M | Sell |
12,043
-64
| -0.5% | -$6.09K | 0.58% | 23 |
|
|
2015
Q1 | $1.18M | Buy |
12,107
+64
| +0.5% | +$6.24K | 0.58% | 22 |
|
|
2014
Q4 | $1.13M | Sell |
12,043
-720
| -6% | -$67.4K | 0.55% | 27 |
|
|
2014
Q3 | $1.21M | Sell |
12,763
-600
| -4% | -$56.9K | 0.59% | 23 |
|
|
2014
Q2 | $1.35M | Hold |
13,363
| – | – | 0.65% | 22 |
|
|
2014
Q1 | $1.31M | Buy |
13,363
+1,320
| +11% | +$129K | 0.69% | 22 |
|
|
2013
Q4 | $1.17M | Hold |
12,043
| – | – | 0.68% | 23 |
|
|
2013
Q3 | $1.16M | Hold |
12,043
| – | – | 0.73% | 19 |
|
|
2013
Q2 | $1.19M | Buy |
+12,043
| New | +$1.19M | 0.74% | 19 |
|