HAI
Hennessy Advisors Inc’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.12M | Hold |
31,200
| – | – | 0.3% | 93 |
|
|
2025
Q1 | $9.75M | Buy |
31,200
+24,750
| +384% | +$7.73M | 0.32% | 84 |
|
|
2024
Q4 | $1.87M | Buy |
+6,450
| New | +$1.87M | 0.06% | 238 |
|
|
2022
Q1 | – | Sell |
-21,500
| Closed | -$5.76M | – | 337 |
|
|
2021
Q4 | $5.76M | Sell |
21,500
-500
| -2% | -$134K | 0.33% | 105 |
|
|
2021
Q3 | $5.3M | Sell |
22,000
-300
| -1% | -$72.3K | 0.32% | 102 |
|
|
2021
Q2 | $5.15M | Hold |
22,300
| – | – | 0.29% | 119 |
|
|
2021
Q1 | $5M | Buy |
+22,300
| New | +$5M | 0.29% | 112 |
|
|
2017
Q4 | – | Sell |
-18,950
| Closed | -$2.97M | – | 346 |
|
|
2017
Q3 | $2.97M | Sell |
18,950
-13,550
| -42% | -$2.12M | 0.09% | 196 |
|
|
2017
Q2 | $4.98M | Hold |
32,500
| – | – | 0.15% | 140 |
|
|
2017
Q1 | $4.21M | Hold |
32,500
| – | – | 0.12% | 167 |
|
|
2016
Q4 | $3.96M | Buy |
32,500
+18,950
| +140% | +$2.31M | 0.12% | 150 |
|
|
2016
Q3 | $1.56M | Sell |
13,550
-4,250
| -24% | -$490K | 0.04% | 255 |
|
|
2016
Q2 | $2.14M | Sell |
17,800
-5,550
| -24% | -$668K | 0.06% | 215 |
|
|
2016
Q1 | $2.94M | Sell |
23,350
-58,200
| -71% | -$7.32M | 0.09% | 183 |
|
|
2015
Q4 | $9.63M | Sell |
81,550
-31,650
| -28% | -$3.74M | 0.3% | 79 |
|
|
2015
Q3 | $11.2M | Sell |
113,200
-6,700
| -6% | -$660K | 0.34% | 67 |
|
|
2015
Q2 | $11.4M | Sell |
119,900
-1,700
| -1% | -$162K | 0.34% | 71 |
|
|
2015
Q1 | $11.8M | Buy |
121,600
+1,400
| +1% | +$136K | 0.34% | 68 |
|
|
2014
Q4 | $11.3M | Buy |
120,200
+2,500
| +2% | +$234K | 0.32% | 68 |
|
|
2014
Q3 | $11.2M | Sell |
117,700
-400
| -0.3% | -$37.9K | 0.33% | 59 |
|
|
2014
Q2 | $11.9M | Buy |
118,100
+5,350
| +5% | +$539K | 0.37% | 53 |
|
|
2014
Q1 | $11.1M | Buy |
112,750
+23,100
| +26% | +$2.26M | 0.41% | 47 |
|
|
2013
Q4 | $8.7M | Buy |
89,650
+3,800
| +4% | +$369K | 0.35% | 63 |
|
|
2013
Q3 | $8.26M | Buy |
85,850
+19,450
| +29% | +$1.87M | 0.37% | 57 |
|
|
2013
Q2 | $6.57M | Buy |
+66,400
| New | +$6.57M | 0.33% | 87 |
|