HIP
HUB Investment Partners’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Buy |
54,465
+2,040
| +4% | +$596K | 0.53% | 43 |
|
|
2025
Q1 | $16.4M | Buy |
52,425
+3,378
| +7% | +$1.06M | 0.65% | 39 |
|
|
2024
Q4 | $14.2M | Buy |
49,047
+1,741
| +4% | +$505K | 0.6% | 43 |
|
|
2024
Q3 | $14.4M | Buy |
47,306
+2,291
| +5% | +$698K | 0.63% | 45 |
|
|
2024
Q2 | $11.5M | Buy |
45,015
+2,780
| +7% | +$708K | 0.43% | 52 |
|
|
2024
Q1 | $11.9M | Buy |
42,235
+3,829
| +10% | +$1.08M | 0.65% | 42 |
|
|
2023
Q4 | $11.4M | Buy |
38,406
+3,189
| +9% | +$946K | 0.78% | 34 |
|
|
2023
Q3 | $9.28M | Buy |
35,217
+2,914
| +9% | +$768K | 1.4% | 14 |
|
|
2023
Q2 | $9.64M | Buy |
32,303
+9,725
| +43% | +$2.9M | 1.6% | 10 |
|
|
2023
Q1 | $6.31M | Buy |
+22,578
| New | +$6.31M | 1.31% | 14 |
|
|
2022
Q4 | – | Sell |
-10,630
| Closed | -$2.45M | – | 130 |
|
|
2022
Q3 | $2.45M | Buy |
10,630
+623
| +6% | +$144K | 0.74% | 36 |
|
|
2022
Q2 | $2.47M | Buy |
10,007
+546
| +6% | +$135K | 0.77% | 34 |
|
|
2022
Q1 | $2.34M | Sell |
9,461
-230
| -2% | -$56.9K | 0.55% | 43 |
|
|
2021
Q4 | $2.6M | Buy |
9,691
+71
| +0.7% | +$19K | 0.6% | 41 |
|
|
2021
Q3 | $2.32M | Sell |
9,620
-170
| -2% | -$41K | 0.55% | 43 |
|
|
2021
Q2 | $2.26M | Buy |
9,790
+618
| +7% | +$143K | 0.6% | 44 |
|
|
2021
Q1 | $2.06M | Buy |
9,172
+1,651
| +22% | +$370K | 0.61% | 45 |
|
|
2020
Q4 | $1.65M | Buy |
+7,521
| New | +$1.65M | 0.75% | 38 |
|