Horizon Investment Services’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 | $209K | Hold |
715
| – | – | 0.09% | 118 |
|
|
2025
Q1 | $224K | Buy |
715
+7
| +1% | +$2.19K | 0.11% | 105 |
|
|
2024
Q4 | $206K | Sell |
708
-60
| -8% | -$17.4K | 0.09% | 121 |
|
|
2024
Q3 | $234K | Buy |
+768
| New | +$234K | 0.1% | 111 |
|
|
2024
Q2 | – | Sell |
-869
| Closed | -$245K | – | 119 |
|
|
2024
Q1 | $245K | Sell |
869
-2
| -0.2% | -$565 | 0.12% | 102 |
|
|
2023
Q4 | $258K | Hold |
871
| – | – | 0.14% | 97 |
|
|
2023
Q3 | $230K | Sell |
871
-14
| -2% | -$3.69K | 0.14% | 96 |
|
|
2023
Q2 | $264K | Buy |
885
+1
| +0.1% | +$298 | 0.16% | 90 |
|
|
2023
Q1 | $247K | Sell |
884
-15
| -2% | -$4.2K | 0.16% | 99 |
|
|
2022
Q4 | $237K | Buy |
899
+14
| +2% | +$3.69K | 0.17% | 94 |
|
|
2022
Q3 | $204K | Buy |
885
+42
| +5% | +$9.68K | 0.15% | 93 |
|
|
2022
Q2 | $208K | Sell |
843
-31
| -4% | -$7.65K | 0.14% | 97 |
|
|
2022
Q1 | $216K | Buy |
874
+7
| +0.8% | +$1.73K | 0.11% | 108 |
|
|
2021
Q4 | $233K | Hold |
867
| – | – | 0.11% | 113 |
|
|
2021
Q3 | $209K | Sell |
867
-853
| -50% | -$206K | 0.1% | 111 |
|
|
2021
Q2 | $397K | Sell |
1,720
-9
| -0.5% | -$2.08K | 0.19% | 81 |
|
|
2021
Q1 | $388K | Sell |
1,729
-268
| -13% | -$60.1K | 0.21% | 82 |
|
|
2020
Q4 | $429K | Buy |
1,997
+77
| +4% | +$16.5K | 0.26% | 71 |
|
|
2020
Q3 | $421K | Buy |
1,920
+50
| +3% | +$11K | 0.28% | 67 |
|
|
2020
Q2 | $345K | Sell |
1,870
-15
| -0.8% | -$2.77K | 0.24% | 76 |
|
|
2020
Q1 | $312K | Hold |
1,885
| – | – | 0.28% | 77 |
|
|
2019
Q4 | $372K | Sell |
1,885
-25
| -1% | -$4.93K | 0.25% | 81 |
|
|
2019
Q3 | $410K | Hold |
1,910
| – | – | 0.27% | 74 |
|
|
2019
Q2 | $397K | Hold |
1,910
| – | – | 0.27% | 74 |
|
|
2019
Q1 | $363K | Hold |
1,910
| – | – | 0.25% | 74 |
|
|
2018
Q4 | $339K | Sell |
1,910
-95
| -5% | -$16.9K | 0.27% | 68 |
|
|
2018
Q3 | $335K | Buy |
2,005
+100
| +5% | +$16.7K | 0.18% | 79 |
|
|
2018
Q2 | $298K | Sell |
1,905
-210
| -10% | -$32.9K | 0.15% | 81 |
|
|
2018
Q1 | $331K | Buy |
2,115
+200
| +10% | +$31.3K | 0.15% | 82 |
|
|
2017
Q4 | $330K | Sell |
1,915
-45
| -2% | -$7.76K | 0.14% | 84 |
|
|
2017
Q3 | $307K | Hold |
1,960
| – | – | 0.13% | 84 |
|
|
2017
Q2 | $300K | Buy |
+1,960
| New | +$300K | 0.13% | 86 |
|