IMS Capital Management’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 | $825K | Buy |
2,825
+124
| +5% | +$36.2K | 0.39% | 64 |
|
|
2025
Q1 | $844K | Sell |
2,701
-50
| -2% | -$15.6K | 0.43% | 62 |
|
|
2024
Q4 | $798K | Sell |
2,751
-200
| -7% | -$58K | 0.37% | 66 |
|
|
2024
Q3 | $899K | Sell |
2,951
-130
| -4% | -$39.6K | 0.4% | 68 |
|
|
2024
Q2 | $880K | Sell |
3,081
-73
| -2% | -$20.8K | 0.41% | 65 |
|
|
2024
Q1 | $889K | Hold |
3,154
| – | – | 0.41% | 64 |
|
|
2023
Q4 | $935K | Hold |
3,154
| – | – | 0.46% | 57 |
|
|
2023
Q3 | $831K | Sell |
3,154
-3
| -0.1% | -$790 | 0.5% | 52 |
|
|
2023
Q2 | $942K | Sell |
3,157
-20
| -0.6% | -$5.97K | 0.52% | 48 |
|
|
2023
Q1 | $888K | Hold |
3,177
| – | – | 0.53% | 54 |
|
|
2022
Q4 | $837K | Buy |
3,177
+51
| +2% | +$13.4K | 0.53% | 59 |
|
|
2022
Q3 | $721K | Sell |
3,126
-975
| -24% | -$225K | 0.5% | 65 |
|
|
2022
Q2 | $1.01M | Buy |
4,101
+1,002
| +32% | +$247K | 0.65% | 44 |
|
|
2022
Q1 | $766K | Buy |
3,099
+200
| +7% | +$49.4K | 0.4% | 65 |
|
|
2021
Q4 | $777K | Buy |
2,899
+400
| +16% | +$107K | 0.4% | 64 |
|
|
2021
Q3 | $603K | Buy |
2,499
+125
| +5% | +$30.2K | 0.35% | 69 |
|
|
2021
Q2 | $548K | Sell |
2,374
-33
| -1% | -$7.62K | 0.32% | 73 |
|
|
2021
Q1 | $539K | Buy |
2,407
+287
| +14% | +$64.3K | 0.34% | 72 |
|
|
2020
Q4 | $455K | Sell |
2,120
-3,000
| -59% | -$644K | 0.28% | 74 |
|
|
2020
Q3 | $1.12M | Hold |
5,120
| – | – | 0.81% | 28 |
|
|
2020
Q2 | $944K | Buy |
5,120
+2,501
| +95% | +$461K | 0.73% | 36 |
|
|
2020
Q1 | $433K | Sell |
2,619
-220
| -8% | -$36.4K | 0.44% | 72 |
|
|
2019
Q4 | $561K | Buy |
+2,839
| New | +$561K | 0.39% | 74 |
|
|
2018
Q4 | – | Sell |
-1,102
| Closed | -$184K | – | 257 |
|
|
2018
Q3 | $184K | Hold |
1,102
| – | – | 0.12% | 114 |
|
|
2018
Q2 | $173K | Sell |
1,102
-405
| -27% | -$63.6K | 0.11% | 139 |
|
|
2018
Q1 | $259K | Hold |
1,507
| – | – | 0.16% | 119 |
|
|
2017
Q4 | $259K | Buy |
1,507
+225
| +18% | +$38.7K | 0.16% | 119 |
|
|
2017
Q3 | $201K | Buy |
+1,282
| New | +$201K | 0.13% | 131 |
|
|
2017
Q2 | – | Sell |
-2,133
| Closed | -$276K | – | 148 |
|
|
2017
Q1 | $276K | Buy |
+2,133
| New | +$276K | 0.28% | 103 |
|
|
2016
Q1 | – | Sell |
-1,729
| Closed | -$204K | – | 124 |
|
|
2015
Q4 | $204K | Sell |
1,729
-2,539
| -59% | -$300K | 0.25% | 108 |
|
|
2015
Q3 | $421K | Buy |
4,268
+587
| +16% | +$57.9K | 0.5% | 74 |
|
|
2015
Q2 | $350K | Sell |
3,681
-1,344
| -27% | -$128K | 0.42% | 96 |
|
|
2015
Q1 | $490K | Buy |
5,025
+73
| +1% | +$7.12K | 0.55% | 62 |
|
|
2014
Q4 | $464K | Buy |
4,952
+311
| +7% | +$29.1K | 0.53% | 72 |
|
|
2014
Q3 | $440K | Buy |
4,641
+1
| +0% | +$95 | 0.51% | 79 |
|
|
2014
Q2 | $467K | Buy |
4,640
+1
| +0% | +$101 | 0.51% | 76 |
|
|
2014
Q1 | $455K | Buy |
4,639
+1
| +0% | +$98 | 0.54% | 75 |
|
|
2013
Q4 | $450K | Sell |
4,638
-995
| -18% | -$96.5K | 0.57% | 68 |
|
|
2013
Q3 | $542K | Sell |
5,633
-6,474
| -53% | -$623K | 0.75% | 61 |
|
|
2013
Q2 | $1.2M | Buy |
+12,107
| New | +$1.2M | 1.72% | 5 |
|