Horan Securities’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Buy |
906
+159
| +21% | +$49K | 0.09% | 117 |
|
|
2025
Q1 | $233K | Buy |
747
+4
| +0.5% | +$1.2K | 0.09% | 114 |
|
|
2024
Q4 | $215K | Buy |
743
+4
| +0.5% | +$1.19K | 0.08% | 123 |
|
|
2024
Q3 | $225K | Buy |
+739
| New | +$204K | 0.09% | 125 |
|
|
2024
Q2 | – | Sell |
-732
| Closed | -$206K | – | 127 |
|
|
2024
Q1 | $206K | Buy |
+732
| New | +$213K | 0.1% | 110 |
|
|
2023
Q3 | – | Sell |
-200
| Closed | -$59.7K | – | 424 |
|
|
2023
Q2 | $59.7K | Sell |
200
-34
| -15% | -$9.88K | 0.03% | 217 |
|
|
2023
Q1 | $65.4K | Buy |
234
+41
| +21% | +$11K | 0.03% | 188 |
|
|
2022
Q4 | $50.9K | Buy |
193
+25
| +15% | +$6.59K | 0.03% | 201 |
|
|
2022
Q3 | $39K | Sell |
168
-5
| -3% | -$1.28K | 0.02% | 204 |
|
|
2022
Q2 | $44K | Buy |
173
+5
| +3% | +$1.23K | 0.03% | 181 |
|
|
2022
Q1 | $42K | Hold |
168
| – | – | 0.02% | 188 |
|
|
2021
Q4 | $45K | Buy |
+168
| New | +$42.4K | 0.03% | 179 |
|
|
2021
Q2 | $43K | Hold |
184
| – | – | 0.03% | 179 |
|
|
2021
Q1 | $41K | Buy |
184
+22
| +14% | +$4.71K | 0.03% | 161 |
|
|
2020
Q4 | $35K | Buy |
162
+52
| +47% | +$11.3K | 0.03% | 149 |
|
|
2020
Q3 | $24K | Sell |
110
-5
| -4% | -$1.03K | 0.02% | 149 |
|
|
2020
Q2 | $21K | Buy |
115
+30
| +35% | +$5.5K | 0.02% | 120 |
|
|
2020
Q1 | $14K | Buy |
+85
| New | +$16.7K | 0.02% | 114 |
|
|
2019
Q4 | – | Sell |
-84
| Closed | -$18K | – | 149 |
|
|
2019
Q3 | $18K | Hold |
84
| – | – | 0.02% | 126 |
|
|
2019
Q2 | $17K | Hold |
84
| – | – | 0.02% | 133 |
|
|
2019
Q1 | $16K | Hold |
84
| – | – | 0.02% | 120 |
|
|
2018
Q4 | $15K | Hold |
84
| – | – | 0.02% | 118 |
|
|
2018
Q3 | $14K | Buy |
84
+34
| +68% | +$5.45K | 0.01% | 104 |
|
|
2018
Q2 | $8K | Hold |
50
| – | – | 0.01% | 135 |
|
|
2018
Q1 | $8K | Hold |
50
| – | – | 0.01% | 123 |
|
|
2017
Q4 | $9K | Hold |
50
| – | – | 0.01% | 118 |
|
|
2017
Q3 | $8K | Hold |
50
| – | – | 0.01% | 116 |
|
|
2017
Q2 | $8K | Hold |
50
| – | – | 0.01% | 107 |
|
|
2017
Q1 | $7K | Buy |
+50
| New | +$6.27K | 0.01% | 113 |
|
|
2016
Q4 | – | Sell |
-50
| Closed | -$6K | – | 102 |
|
|
2016
Q3 | $6K | Buy |
+50
| New | +$5.92K | 0.01% | 105 |
|
Other funds holding MCD
BC
