Hoey Investments’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 | $312K | Hold |
1,068
| – | – | 0.05% | 63 |
|
|
2025
Q1 | $334K | Hold |
1,068
| – | – | 0.07% | 59 |
|
|
2024
Q4 | $310K | Hold |
1,068
| – | – | 0.05% | 62 |
|
|
2024
Q3 | $272K | Hold |
1,068
| – | – | 0.05% | 74 |
|
|
2024
Q2 | $272K | Hold |
1,068
| – | – | 0.05% | 74 |
|
|
2024
Q1 | $301K | Hold |
1,068
| – | – | 0.07% | 70 |
|
|
2023
Q4 | $317K | Buy |
1,068
+37
| +4% | +$11K | 0.09% | 65 |
|
|
2023
Q3 | $272K | Hold |
1,031
| – | – | 0.09% | 72 |
|
|
2023
Q2 | $308K | Hold |
1,031
| – | – | 0.1% | 75 |
|
|
2023
Q1 | $288K | Hold |
1,031
| – | – | 0.11% | 71 |
|
|
2022
Q4 | $272K | Hold |
1,031
| – | – | 0.12% | 75 |
|
|
2022
Q3 | $238K | Hold |
1,031
| – | – | 0.09% | 77 |
|
|
2022
Q2 | $255K | Hold |
1,031
| – | – | 0.11% | 65 |
|
|
2022
Q1 | $255K | Sell |
1,031
-1,910
| -65% | -$472K | 0.07% | 56 |
|
|
2021
Q4 | $788K | Buy |
2,941
+31
| +1% | +$8.31K | 0.2% | 33 |
|
|
2021
Q3 | $702K | Hold |
2,910
| – | – | 0.21% | 40 |
|
|
2021
Q2 | $672K | Buy |
2,910
+360
| +14% | +$83.1K | 0.2% | 44 |
|
|
2021
Q1 | $572K | Buy |
2,550
+140
| +6% | +$31.4K | 0.19% | 39 |
|
|
2020
Q4 | $517K | Hold |
2,410
| – | – | 0.19% | 38 |
|
|
2020
Q3 | $529K | Hold |
2,410
| – | – | 0.21% | 33 |
|
|
2020
Q2 | $445K | Buy |
+2,410
| New | +$445K | 0.22% | 36 |
|
|
2020
Q1 | – | Sell |
-10,524
| Closed | -$2.08M | – | 142 |
|
|
2019
Q4 | $2.08M | Buy |
+10,524
| New | +$2.08M | 1.48% | 24 |
|