IMS Capital Management’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
Q3 | $759K | Sell |
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|
2025
Q2 | $825K | Buy |
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|
2025
Q1 | $844K | Sell |
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|
2024
Q4 | $798K | Sell |
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|
2024
Q3 | $899K | Sell |
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|
2024
Q2 | $880K | Sell |
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|
2024
Q1 | $889K | Hold |
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|
2023
Q4 | $935K | Hold |
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|
2023
Q3 | $831K | Sell |
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|
2023
Q2 | $942K | Sell |
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|
2023
Q1 | $888K | Hold |
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|
2022
Q4 | $837K | Buy |
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|
2022
Q3 | $721K | Sell |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $766K | Buy |
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|
2021
Q4 | $777K | Buy |
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|
2021
Q3 | $603K | Buy |
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|
2021
Q2 | $548K | Sell |
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|
2021
Q1 | $539K | Buy |
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|
2020
Q4 | $455K | Sell |
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|
2020
Q3 | $1.12M | Hold |
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|
2020
Q2 | $944K | Buy |
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|
2020
Q1 | $433K | Sell |
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|
2019
Q4 | $561K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $184K | Hold |
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|
2018
Q2 | $173K | Sell |
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|
2018
Q1 | $259K | Hold |
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|
2017
Q4 | $259K | Buy |
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|
2017
Q3 | $201K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $276K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $204K | Sell |
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|
2015
Q3 | $421K | Buy |
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|
2015
Q2 | $350K | Sell |
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|
2015
Q1 | $490K | Buy |
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|
2014
Q4 | $464K | Buy |
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|
2014
Q3 | $440K | Buy |
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|
2014
Q2 | $467K | Buy |
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|
2014
Q1 | $455K | Buy |
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|
2013
Q4 | $450K | Sell |
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|
2013
Q3 | $542K | Sell |
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|
2013
Q2 | $1.2M | Buy |
|