Hillsdale Investment Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $684K | Buy |
2,340
+2,050
| +707% | +$599K | 0.03% | 372 |
|
2025
Q1 | $90.6K | Buy |
+290
| New | +$90.6K | ﹤0.01% | 452 |
|
2024
Q4 | – | Sell |
-148
| Closed | -$45.1K | – | 638 |
|
2024
Q3 | $45.1K | Sell |
148
-235
| -61% | -$71.6K | ﹤0.01% | 454 |
|
2024
Q2 | $97.6K | Sell |
383
-1,270
| -77% | -$324K | 0.01% | 422 |
|
2024
Q1 | $466K | Buy |
1,653
+140
| +9% | +$39.5K | 0.04% | 334 |
|
2023
Q4 | $449K | Buy |
1,513
+10
| +0.7% | +$2.97K | 0.04% | 328 |
|
2023
Q3 | $396K | Buy |
1,503
+983
| +189% | +$259K | 0.04% | 315 |
|
2023
Q2 | $155K | Buy |
520
+200
| +63% | +$59.7K | 0.01% | 337 |
|
2023
Q1 | $89.5K | Buy |
320
+240
| +300% | +$67.1K | 0.01% | 468 |
|
2022
Q4 | $21.1K | Buy |
+80
| New | +$21.1K | ﹤0.01% | 501 |
|
2022
Q2 | – | Sell |
-200
| Closed | -$49K | – | 585 |
|
2022
Q1 | $49K | Sell |
200
-150
| -43% | -$36.8K | ﹤0.01% | 471 |
|
2021
Q4 | $94K | Buy |
350
+30
| +9% | +$8.06K | 0.01% | 443 |
|
2021
Q3 | $77K | Hold |
320
| – | – | 0.01% | 444 |
|
2021
Q2 | $74K | Buy |
320
+140
| +78% | +$32.4K | 0.01% | 440 |
|
2021
Q1 | $40K | Sell |
180
-160
| -47% | -$35.6K | ﹤0.01% | 475 |
|
2020
Q4 | $73K | Buy |
340
+120
| +55% | +$25.8K | 0.01% | 421 |
|
2020
Q3 | $48K | Buy |
220
+10
| +5% | +$2.18K | ﹤0.01% | 429 |
|
2020
Q2 | $39K | Sell |
210
-370
| -64% | -$68.7K | ﹤0.01% | 442 |
|
2020
Q1 | $96K | Buy |
580
+240
| +71% | +$39.7K | 0.01% | 423 |
|
2019
Q4 | $67K | Sell |
340
-5
| -1% | -$985 | 0.01% | 433 |
|
2019
Q3 | $74K | Buy |
345
+320
| +1,280% | +$68.6K | 0.01% | 428 |
|
2019
Q2 | $5K | Hold |
25
| – | – | ﹤0.01% | 535 |
|
2019
Q1 | $5K | Buy |
25
+15
| +150% | +$3K | ﹤0.01% | 527 |
|
2018
Q4 | $2K | Sell |
10
-5
| -33% | -$1K | ﹤0.01% | 560 |
|
2018
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 436 |
|
2018
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 471 |
|
2018
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 441 |
|
2017
Q4 | $3K | Sell |
15
-10
| -40% | -$2K | ﹤0.01% | 433 |
|
2017
Q3 | $4K | Sell |
25
-10
| -29% | -$1.6K | ﹤0.01% | 405 |
|
2017
Q2 | $5K | Sell |
35
-10
| -22% | -$1.43K | ﹤0.01% | 386 |
|
2017
Q1 | $6K | Buy |
45
+10
| +29% | +$1.33K | ﹤0.01% | 380 |
|
2016
Q4 | $4K | Sell |
35
-5
| -13% | -$571 | ﹤0.01% | 403 |
|
2016
Q3 | $5K | Sell |
40
-460
| -92% | -$57.5K | ﹤0.01% | 414 |
|
2016
Q2 | $60K | Sell |
500
-3,095
| -86% | -$371K | 0.02% | 341 |
|
2016
Q1 | $452K | Buy |
3,595
+495
| +16% | +$62.2K | 0.15% | 105 |
|
2015
Q4 | $366K | Buy |
3,100
+1,600
| +107% | +$189K | 0.14% | 179 |
|
2015
Q3 | $148K | Sell |
1,500
-200
| -12% | -$19.7K | 0.05% | 354 |
|
2015
Q2 | $162K | Sell |
1,700
-200
| -11% | -$19.1K | 0.05% | 364 |
|
2015
Q1 | $185K | Sell |
1,900
-500
| -21% | -$48.7K | 0.05% | 349 |
|
2014
Q4 | $225K | Sell |
2,400
-1,600
| -40% | -$150K | 0.06% | 312 |
|
2014
Q3 | $379K | Sell |
4,000
-450
| -10% | -$42.6K | 0.12% | 127 |
|
2014
Q2 | $448K | Hold |
4,450
| – | – | 0.1% | 111 |
|
2014
Q1 | $436K | Buy |
4,450
+100
| +2% | +$9.8K | 0.12% | 110 |
|
2013
Q4 | $422K | Buy |
4,350
+1,000
| +30% | +$97K | 0.12% | 119 |
|
2013
Q3 | $322K | Buy |
3,350
+1,150
| +52% | +$111K | 0.1% | 170 |
|
2013
Q2 | $218K | Buy |
+2,200
| New | +$218K | 0.07% | 277 |
|