HDIM
Hanson & Doremus Investment Management’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.44M | Buy |
4,924
+124
| +3% | +$36.2K | 0.19% | 70 |
|
2025
Q1 | $1.5M | Buy |
4,800
+1,126
| +31% | +$352K | 0.22% | 69 |
|
2024
Q4 | $1.07M | Buy |
3,674
+704
| +24% | +$204K | 0.17% | 75 |
|
2024
Q3 | $904K | Hold |
2,970
| – | – | 0.14% | 79 |
|
2024
Q2 | $757K | Buy |
2,970
+7
| +0.2% | +$1.78K | 0.13% | 88 |
|
2024
Q1 | $835K | Buy |
2,963
+63
| +2% | +$17.8K | 0.14% | 86 |
|
2023
Q4 | $860K | Buy |
2,900
+44
| +2% | +$13K | 0.16% | 84 |
|
2023
Q3 | $752K | Hold |
2,856
| – | – | 0.16% | 89 |
|
2023
Q2 | $852K | Buy |
2,856
+721
| +34% | +$215K | 0.18% | 84 |
|
2023
Q1 | $597K | Hold |
2,135
| – | – | 0.13% | 102 |
|
2022
Q4 | $563K | Sell |
2,135
-300
| -12% | -$79.1K | 0.12% | 114 |
|
2022
Q3 | $562K | Buy |
2,435
+72
| +3% | +$16.6K | 0.15% | 100 |
|
2022
Q2 | $583K | Sell |
2,363
-38
| -2% | -$9.38K | 0.14% | 105 |
|
2022
Q1 | $594K | Buy |
2,401
+283
| +13% | +$70K | 0.13% | 112 |
|
2021
Q4 | $568K | Hold |
2,118
| – | – | 0.12% | 112 |
|
2021
Q3 | $511K | Buy |
2,118
+54
| +3% | +$13K | 0.12% | 114 |
|
2021
Q2 | $453K | Sell |
2,064
-34
| -2% | -$7.46K | 0.14% | 112 |
|
2021
Q1 | $470K | Buy |
2,098
+34
| +2% | +$7.62K | 0.11% | 125 |
|
2020
Q4 | $443K | Hold |
2,064
| – | – | 0.11% | 125 |
|
2020
Q3 | $453K | Hold |
2,064
| – | – | 0.14% | 112 |
|
2020
Q2 | $381K | Buy |
2,064
+36
| +2% | +$6.65K | 0.12% | 119 |
|
2020
Q1 | $335K | Sell |
2,028
-17
| -0.8% | -$2.81K | 0.11% | 129 |
|
2019
Q4 | $404K | Buy |
2,045
+300
| +17% | +$59.3K | 0.12% | 127 |
|
2019
Q3 | $375K | Hold |
1,745
| – | – | 0.12% | 126 |
|
2019
Q2 | $362K | Buy |
1,745
+129
| +8% | +$26.8K | 0.11% | 128 |
|
2019
Q1 | $307K | Sell |
1,616
-6
| -0.4% | -$1.14K | 0.1% | 138 |
|
2018
Q4 | $288K | Buy |
1,622
+1
| +0.1% | +$178 | 0.1% | 135 |
|
2018
Q3 | $271K | Hold |
1,621
| – | – | 0.08% | 151 |
|
2018
Q2 | $254K | Hold |
1,621
| – | – | 0.08% | 155 |
|
2018
Q1 | $253K | Hold |
1,621
| – | – | 0.08% | 171 |
|
2017
Q4 | $279K | Hold |
1,621
| – | – | 0.09% | 153 |
|
2017
Q3 | $254K | Hold |
1,621
| – | – | 0.09% | 152 |
|
2017
Q2 | $248K | Hold |
1,621
| – | – | 0.09% | 151 |
|
2017
Q1 | $210K | Hold |
1,621
| – | – | 0.08% | 160 |
|
2016
Q4 | $197K | Sell |
1,621
-155
| -9% | -$18.9K | 0.09% | 159 |
|
2016
Q3 | $205K | Sell |
1,776
-95
| -5% | -$11K | 0.1% | 154 |
|
2016
Q2 | $225K | Sell |
1,871
-15
| -0.8% | -$1.8K | 0.1% | 144 |
|
2016
Q1 | $237K | Hold |
1,886
| – | – | 0.11% | 145 |
|
2015
Q4 | $223K | Hold |
1,886
| – | – | 0.1% | 156 |
|
2015
Q3 | $186K | Sell |
1,886
-110
| -6% | -$10.8K | 0.09% | 161 |
|
2015
Q2 | $190K | Buy |
1,996
+211
| +12% | +$20.1K | 0.08% | 167 |
|
2015
Q1 | $174K | Buy |
1,785
+373
| +26% | +$36.4K | 0.07% | 180 |
|
2014
Q4 | $132K | Buy |
1,412
+100
| +8% | +$9.35K | 0.06% | 192 |
|
2014
Q3 | $124K | Buy |
1,312
+20
| +2% | +$1.89K | 0.06% | 196 |
|
2014
Q2 | $130K | Hold |
1,292
| – | – | 0.06% | 194 |
|
2014
Q1 | $127K | Sell |
1,292
-58
| -4% | -$5.7K | 0.06% | 192 |
|
2013
Q4 | $131K | Sell |
1,350
-180
| -12% | -$17.5K | 0.06% | 181 |
|
2013
Q3 | $147K | Buy |
1,530
+2
| +0.1% | +$192 | 0.07% | 173 |
|
2013
Q2 | $151K | Buy |
+1,528
| New | +$151K | 0.08% | 164 |
|