Hoertkorn Richard Charles’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 | $2.88M | Sell |
9,842
-150
| -2% | -$43.8K | 1.22% | 22 |
|
|
2025
Q1 | $3.12M | Sell |
9,992
-2,232
| -18% | -$697K | 1.44% | 21 |
|
|
2024
Q4 | $3.54M | Sell |
12,224
-1,125
| -8% | -$326K | 1.46% | 20 |
|
|
2024
Q3 | $4.06M | Sell |
13,349
-197
| -1% | -$60K | 1.75% | 19 |
|
|
2024
Q2 | $3.45M | Sell |
13,546
-1,305
| -9% | -$333K | 1.5% | 19 |
|
|
2024
Q1 | $4.19M | Sell |
14,851
-50
| -0.3% | -$14.1K | 1.8% | 18 |
|
|
2023
Q4 | $4.42M | Hold |
14,901
| – | – | 1.99% | 18 |
|
|
2023
Q3 | $3.93M | Sell |
14,901
-98
| -0.7% | -$25.8K | 1.96% | 17 |
|
|
2023
Q2 | $4.48M | Sell |
14,999
-175
| -1% | -$52.2K | 2.16% | 17 |
|
|
2023
Q1 | $4.24M | Sell |
15,174
-41
| -0.3% | -$11.5K | 2.19% | 17 |
|
|
2022
Q4 | $4.01M | Sell |
15,215
-60
| -0.4% | -$15.8K | 2.13% | 18 |
|
|
2022
Q3 | $3.52M | Sell |
15,275
-1,425
| -9% | -$329K | 2.02% | 19 |
|
|
2022
Q2 | $4.12M | Sell |
16,700
-105
| -0.6% | -$25.9K | 2.27% | 17 |
|
|
2022
Q1 | $4.16M | Sell |
16,805
-400
| -2% | -$98.9K | 1.83% | 20 |
|
|
2021
Q4 | $4.61M | Sell |
17,205
-730
| -4% | -$196K | 1.87% | 19 |
|
|
2021
Q3 | $4.32M | Sell |
17,935
-2,220
| -11% | -$535K | 1.94% | 18 |
|
|
2021
Q2 | $4.66M | Sell |
20,155
-305
| -1% | -$70.5K | 2.08% | 17 |
|
|
2021
Q1 | $4.59M | Sell |
20,460
-390
| -2% | -$87.4K | 2.26% | 15 |
|
|
2020
Q4 | $4.47M | Sell |
20,850
-100
| -0.5% | -$21.5K | 2.46% | 15 |
|
|
2020
Q3 | $4.6M | Sell |
20,950
-525
| -2% | -$115K | 3.05% | 12 |
|
|
2020
Q2 | $3.96M | Sell |
21,475
-475
| -2% | -$87.6K | 2.7% | 15 |
|
|
2020
Q1 | $3.63M | Sell |
21,950
-930
| -4% | -$154K | 2.97% | 15 |
|
|
2019
Q4 | $4.52M | Sell |
22,880
-625
| -3% | -$123K | 2.78% | 14 |
|
|
2019
Q3 | $5.05M | Hold |
23,505
| – | – | 3.27% | 12 |
|
|
2019
Q2 | $4.88M | Sell |
23,505
-2,490
| -10% | -$517K | 3.25% | 13 |
|
|
2019
Q1 | $4.94M | Sell |
25,995
-3,050
| -11% | -$579K | 3.27% | 13 |
|
|
2018
Q4 | $5.16M | Sell |
29,045
-1,685
| -5% | -$299K | 3.63% | 12 |
|
|
2018
Q3 | $5.14M | Sell |
30,730
-1,175
| -4% | -$197K | 3.05% | 15 |
|
|
2018
Q2 | $5M | Sell |
31,905
-10,700
| -25% | -$1.68M | 3.06% | 15 |
|
|
2018
Q1 | $6.66M | Sell |
42,605
-970
| -2% | -$152K | 4.11% | 8 |
|
|
2017
Q4 | $7.5M | Sell |
43,575
-1,050
| -2% | -$181K | 4.45% | 8 |
|
|
2017
Q3 | $6.99M | Sell |
44,625
-1,150
| -3% | -$180K | 4.43% | 6 |
|
|
2017
Q2 | $7.01M | Buy |
45,775
+75
| +0.2% | +$11.5K | 4.64% | 5 |
|
|
2017
Q1 | $5.92M | Sell |
45,700
-475
| -1% | -$61.6K | 3.95% | 10 |
|
|
2016
Q4 | $5.62M | Buy |
46,175
+2,925
| +7% | +$356K | 3.89% | 8 |
|
|
2016
Q3 | $4.99M | Sell |
43,250
-1,550
| -3% | -$179K | 3.88% | 8 |
|
|
2016
Q2 | $5.39M | Sell |
44,800
-75
| -0.2% | -$9.03K | 4.3% | 6 |
|
|
2016
Q1 | $5.64M | Sell |
44,875
-3,225
| -7% | -$405K | 4.52% | 6 |
|
|
2015
Q4 | $5.68M | Buy |
48,100
+200
| +0.4% | +$23.6K | 4.26% | 7 |
|
|
2015
Q3 | $4.72M | Buy |
47,900
+4,250
| +10% | +$419K | 3.72% | 7 |
|
|
2015
Q2 | $4.15M | Buy |
43,650
+650
| +2% | +$61.8K | 3.1% | 11 |
|
|
2015
Q1 | $4.19M | Sell |
43,000
-950
| -2% | -$92.6K | 3.12% | 11 |
|
|
2014
Q4 | $4.12M | Buy |
43,950
+150
| +0.3% | +$14.1K | 2.92% | 10 |
|
|
2014
Q3 | $4.15M | Buy |
43,800
+3,425
| +8% | +$325K | 3.07% | 13 |
|
|
2014
Q2 | $4.07M | Sell |
40,375
-200
| -0.5% | -$20.1K | 3.03% | 12 |
|
|
2014
Q1 | $3.98M | Sell |
40,575
-475
| -1% | -$46.6K | 3.12% | 10 |
|
|
2013
Q4 | $3.98M | Buy |
+41,050
| New | +$3.98M | 3.08% | 11 |
|