GI
Gradient Investments’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.4M | Buy |
121,309
+1,584
| +1% | +$463K | 0.65% | 48 |
|
|
2025
Q1 | $37.4M | Buy |
119,725
+3,941
| +3% | +$1.23M | 0.75% | 43 |
|
|
2024
Q4 | $33.6M | Sell |
115,784
-691
| -0.6% | -$200K | 0.68% | 42 |
|
|
2024
Q3 | $35.5M | Buy |
116,475
+4,302
| +4% | +$1.31M | 0.74% | 44 |
|
|
2024
Q2 | $28.6M | Buy |
112,173
+9,446
| +9% | +$2.41M | 0.64% | 48 |
|
|
2024
Q1 | $29M | Buy |
102,727
+51,871
| +102% | +$14.6M | 0.67% | 44 |
|
|
2023
Q4 | $15.1M | Buy |
50,856
+45,041
| +775% | +$13.4M | 0.36% | 104 |
|
|
2023
Q3 | $1.53M | Buy |
5,815
+66
| +1% | +$17.4K | 0.04% | 162 |
|
|
2023
Q2 | $1.72M | Sell |
5,749
-279
| -5% | -$83.3K | 0.04% | 160 |
|
|
2023
Q1 | $1.69M | Buy |
6,028
+107
| +2% | +$29.9K | 0.05% | 160 |
|
|
2022
Q4 | $1.56M | Sell |
5,921
-54,442
| -90% | -$14.3M | 0.05% | 170 |
|
|
2022
Q3 | $13.9M | Buy |
60,363
+1,650
| +3% | +$381K | 0.43% | 56 |
|
|
2022
Q2 | $14.5M | Buy |
58,713
+1,003
| +2% | +$248K | 0.42% | 51 |
|
|
2022
Q1 | $14.3M | Buy |
57,710
+2,713
| +5% | +$671K | 0.37% | 71 |
|
|
2021
Q4 | $14.7M | Buy |
54,997
+596
| +1% | +$160K | 0.37% | 63 |
|
|
2021
Q3 | $13.1M | Buy |
54,401
+475
| +0.9% | +$115K | 0.37% | 63 |
|
|
2021
Q2 | $12.5M | Buy |
53,926
+1,840
| +4% | +$425K | 0.36% | 57 |
|
|
2021
Q1 | $11.7M | Buy |
52,086
+2,120
| +4% | +$475K | 0.38% | 49 |
|
|
2020
Q4 | $11M | Sell |
49,966
-585
| -1% | -$128K | 0.47% | 52 |
|
|
2020
Q3 | $11.1M | Sell |
50,551
-1,509
| -3% | -$331K | 0.47% | 52 |
|
|
2020
Q2 | $9.6M | Sell |
52,060
-16,212
| -24% | -$2.99M | 0.44% | 65 |
|
|
2020
Q1 | $11.3M | Buy |
68,272
+3,755
| +6% | +$621K | 0.61% | 38 |
|
|
2019
Q4 | $12.7M | Buy |
64,517
+6,212
| +11% | +$1.23M | 0.57% | 41 |
|
|
2019
Q3 | $12.5M | Sell |
58,305
-1,833
| -3% | -$394K | 0.61% | 28 |
|
|
2019
Q2 | $12.5M | Buy |
60,138
+9,303
| +18% | +$1.93M | 0.64% | 27 |
|
|
2019
Q1 | $9.65M | Sell |
50,835
-6,769
| -12% | -$1.29M | 0.62% | 27 |
|
|
2018
Q4 | $10.2M | Sell |
57,604
-5,705
| -9% | -$1.01M | 0.61% | 19 |
|
|
2018
Q3 | $10.6M | Buy |
63,309
+4,850
| +8% | +$811K | 0.54% | 29 |
|
|
2018
Q2 | $9.16M | Buy |
58,459
+4,689
| +9% | +$735K | 0.49% | 37 |
|
|
2018
Q1 | $8.41M | Buy |
53,770
+47,461
| +752% | +$7.42M | 0.46% | 53 |
|
|
2017
Q4 | $1.09M | Sell |
6,309
-41,089
| -87% | -$7.07M | 0.06% | 135 |
|
|
2017
Q3 | $7.43M | Sell |
47,398
-357
| -0.7% | -$55.9K | 0.47% | 44 |
|
|
2017
Q2 | $7.31M | Sell |
47,755
-1,532
| -3% | -$235K | 0.51% | 36 |
|
|
2017
Q1 | $6.39M | Buy |
49,287
+5,351
| +12% | +$694K | 0.49% | 45 |
|
|
2016
Q4 | $5.35M | Buy |
43,936
+43,349
| +7,385% | +$5.28M | 0.47% | 57 |
|
|
2016
Q3 | $68K | Sell |
587
-130
| -18% | -$15.1K | 0.01% | 240 |
|
|
2016
Q2 | $86K | Sell |
717
-146
| -17% | -$17.5K | 0.01% | 221 |
|
|
2016
Q1 | $108K | Sell |
863
-126
| -13% | -$15.8K | 0.01% | 207 |
|
|
2015
Q4 | $117K | Sell |
989
-403
| -29% | -$47.7K | 0.02% | 200 |
|
|
2015
Q3 | $137K | Buy |
1,392
+349
| +33% | +$34.3K | 0.02% | 181 |
|
|
2015
Q2 | $99K | Buy |
1,043
+399
| +62% | +$37.9K | 0.01% | 199 |
|
|
2015
Q1 | $63K | Sell |
644
-423
| -40% | -$41.4K | 0.01% | 222 |
|
|
2014
Q4 | $100K | Buy |
1,067
+838
| +366% | +$78.5K | 0.02% | 190 |
|
|
2014
Q3 | $22K | Buy |
229
+123
| +116% | +$11.8K | ﹤0.01% | 269 |
|
|
2014
Q2 | $11K | Sell |
106
-20,358
| -99% | -$2.11M | ﹤0.01% | 348 |
|
|
2014
Q1 | $2.01M | Buy |
20,464
+2,746
| +15% | +$269K | 0.46% | 64 |
|
|
2013
Q4 | $1.72M | Buy |
17,718
+3,068
| +21% | +$298K | 0.46% | 68 |
|
|
2013
Q3 | $1.41M | Buy |
14,650
+2,933
| +25% | +$282K | 0.44% | 62 |
|
|
2013
Q2 | $1.16M | Buy |
+11,717
| New | +$1.16M | 0.44% | 63 |
|