HAIM
Hunter Associates Investment Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Buy |
9,809
+1
| +0% | +$292 | 0.43% | 56 |
|
|
2025
Q1 | $3.07M | Sell |
9,808
-156
| -2% | -$48.8K | 0.47% | 51 |
|
|
2024
Q4 | $2.89M | Buy |
9,964
+2
| +0% | +$579 | 0.44% | 55 |
|
|
2024
Q3 | $3.03M | Buy |
9,962
+252
| +3% | +$76.7K | 0.47% | 46 |
|
|
2024
Q2 | $2.47M | Sell |
9,710
-33
| -0.3% | -$8.4K | 0.42% | 57 |
|
|
2024
Q1 | $2.75M | Buy |
9,743
+169
| +2% | +$47.7K | 0.46% | 55 |
|
|
2023
Q4 | $2.84M | Sell |
9,574
-43
| -0.4% | -$12.7K | 0.52% | 48 |
|
|
2023
Q3 | $2.53M | Sell |
9,617
-729
| -7% | -$192K | 0.51% | 48 |
|
|
2023
Q2 | $3.09M | Buy |
10,346
+36
| +0.3% | +$10.7K | 0.6% | 45 |
|
|
2023
Q1 | $2.89M | Sell |
10,310
-69
| -0.7% | -$19.3K | 0.62% | 42 |
|
|
2022
Q4 | $2.73M | Sell |
10,379
-859
| -8% | -$226K | 0.66% | 42 |
|
|
2022
Q3 | $2.6M | Buy |
11,238
+152
| +1% | +$35.1K | 0.67% | 43 |
|
|
2022
Q2 | $2.74M | Buy |
11,086
+2,087
| +23% | +$515K | 0.68% | 41 |
|
|
2022
Q1 | $2.23M | Sell |
8,999
-900
| -9% | -$223K | 0.72% | 34 |
|
|
2021
Q4 | $2.65M | Hold |
9,899
| – | – | 0.76% | 31 |
|
|
2021
Q3 | $2.39M | Buy |
9,899
+1,800
| +22% | +$434K | 0.77% | 32 |
|
|
2021
Q2 | $1.87M | Sell |
8,099
-1,213
| -13% | -$280K | 0.58% | 38 |
|
|
2021
Q1 | $2.09M | Buy |
9,312
+300
| +3% | +$67.2K | 0.48% | 54 |
|
|
2020
Q4 | $1.93M | Buy |
9,012
+1,812
| +25% | +$389K | 0.48% | 55 |
|
|
2020
Q3 | $1.58M | Hold |
7,200
| – | – | 0.44% | 55 |
|
|
2020
Q2 | $1.33M | Buy |
7,200
+335
| +5% | +$61.8K | 0.39% | 60 |
|
|
2020
Q1 | $1.14M | Sell |
6,865
-15
| -0.2% | -$2.48K | 0.44% | 53 |
|
|
2019
Q4 | $1.36M | Sell |
6,880
-1,250
| -15% | -$247K | 0.42% | 57 |
|
|
2019
Q3 | $1.75M | Buy |
8,130
+375
| +5% | +$80.5K | 0.6% | 44 |
|
|
2019
Q2 | $1.61M | Hold |
7,755
| – | – | 0.55% | 50 |
|
|
2019
Q1 | $1.47M | Sell |
7,755
-56
| -0.7% | -$10.6K | 0.52% | 52 |
|
|
2018
Q4 | $1.39M | Sell |
7,811
-1,500
| -16% | -$266K | 0.56% | 49 |
|
|
2018
Q3 | $1.56M | Sell |
9,311
-365
| -4% | -$61.1K | 0.54% | 51 |
|
|
2018
Q2 | $1.52M | Hold |
9,676
| – | – | 0.55% | 50 |
|
|
2018
Q1 | $1.51M | Hold |
9,676
| – | – | 0.57% | 47 |
|
|
2017
Q4 | $1.67M | Buy |
9,676
+365
| +4% | +$62.8K | 0.61% | 44 |
|
|
2017
Q3 | $1.46M | Sell |
9,311
-400
| -4% | -$62.7K | 0.57% | 46 |
|
|
2017
Q2 | $1.49M | Hold |
9,711
| – | – | 0.6% | 45 |
|
|
2017
Q1 | $1.26M | Hold |
9,711
| – | – | 0.53% | 50 |
|
|
2016
Q4 | $1.18M | Buy |
9,711
+3,643
| +60% | +$443K | 0.5% | 49 |
|
|
2016
Q3 | $700K | Sell |
6,068
-890
| -13% | -$103K | 0.3% | 74 |
|
|
2016
Q2 | $837K | Sell |
6,958
-60
| -0.9% | -$7.22K | 0.36% | 71 |
|
|
2016
Q1 | $882K | Buy |
7,018
+150
| +2% | +$18.9K | 0.4% | 63 |
|
|
2015
Q4 | $811K | Buy |
6,868
+14
| +0.2% | +$1.65K | 0.36% | 66 |
|
|
2015
Q3 | $675K | Sell |
6,854
-120
| -2% | -$11.8K | 0.32% | 76 |
|
|
2015
Q2 | $663K | Sell |
6,974
-25
| -0.4% | -$2.38K | 0.28% | 86 |
|
|
2015
Q1 | $682K | Hold |
6,999
| – | – | 0.27% | 89 |
|
|
2014
Q4 | $656K | Sell |
6,999
-2,100
| -23% | -$197K | 0.25% | 87 |
|
|
2014
Q3 | $863K | Sell |
9,099
-100
| -1% | -$9.49K | 0.34% | 69 |
|
|
2014
Q2 | $927K | Buy |
9,199
+890
| +11% | +$89.7K | 0.36% | 64 |
|
|
2014
Q1 | $815K | Sell |
8,309
-120
| -1% | -$11.8K | 0.32% | 74 |
|
|
2013
Q4 | $818K | Sell |
8,429
-568
| -6% | -$55.1K | 0.31% | 69 |
|
|
2013
Q3 | $866K | Buy |
8,997
+363
| +4% | +$34.9K | 0.36% | 63 |
|
|
2013
Q2 | $855K | Buy |
+8,634
| New | +$855K | 0.32% | 72 |
|