Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $859K | Sell |
3,372
-14,297
| -81% | -$3.79M | 0.13% | 106 |
|
|
2024
Q1 | $4.98M | Sell |
17,669
-200
| -1% | -$58.2K | 0.8% | 33 |
|
|
2023
Q4 | $5.3M | Sell |
17,869
-1,643
| -8% | -$447K | 0.87% | 24 |
|
|
2023
Q3 | $5.14M | Sell |
19,512
-26
| -0.1% | -$7.42K | 0.84% | 31 |
|
|
2023
Q2 | $5.83M | Sell |
19,538
-196
| -1% | -$56.9K | 0.95% | 21 |
|
|
2023
Q1 | $5.52M | Buy |
19,734
+319
| +2% | +$85.5K | 0.91% | 23 |
|
|
2022
Q4 | $5.12M | Buy |
19,415
+155
| +0.8% | +$40.9K | 0.86% | 29 |
|
|
2022
Q3 | $4.44M | Buy |
19,260
+334
| +2% | +$85.4K | 0.8% | 36 |
|
|
2022
Q2 | $4.67M | Buy |
18,926
+643
| +4% | +$158K | 0.82% | 29 |
|
|
2022
Q1 | $4.52M | Buy |
18,283
+244
| +1% | +$60.8K | 0.71% | 33 |
|
|
2021
Q4 | $4.84M | Sell |
18,039
-1,355
| -7% | -$342K | 0.76% | 25 |
|
|
2021
Q3 | $4.68M | Buy |
19,394
+103
| +0.5% | +$24.6K | 0.75% | 23 |
|
|
2021
Q2 | $4.46M | Buy |
19,291
+2,596
| +16% | +$604K | 0.74% | 29 |
|
|
2021
Q1 | $3.74M | Buy |
16,695
+643
| +4% | +$138K | 0.73% | 32 |
|
|
2020
Q4 | $3.44M | Buy |
16,052
+354
| +2% | +$77K | 0.73% | 33 |
|
|
2020
Q3 | $3.45M | Sell |
15,698
-4,041
| -20% | -$830K | 0.81% | 28 |
|
|
2020
Q2 | $3.64M | Sell |
19,739
-1,305
| -6% | -$239K | 0.76% | 34 |
|
|
2020
Q1 | $3.48M | Buy |
21,044
+2,008
| +11% | +$396K | 0.84% | 31 |
|
|
2019
Q4 | $3.76M | Sell |
19,036
-32
| -0.2% | -$6.35K | 0.8% | 32 |
|
|
2019
Q3 | $4.09M | Sell |
19,068
-804
| -4% | -$172K | 0.91% | 26 |
|
|
2019
Q2 | $4.13M | Sell |
19,872
-1,052
| -5% | -$208K | 0.9% | 25 |
|
|
2019
Q1 | $3.97M | Buy |
20,924
+613
| +3% | +$111K | 0.84% | 30 |
|
|
2018
Q4 | $3.61M | Sell |
20,311
-3,434
| -14% | -$609K | 0.84% | 30 |
|
|
2018
Q3 | $3.97M | Sell |
23,745
-926
| -4% | -$148K | 0.79% | 34 |
|
|
2018
Q2 | $3.87M | Sell |
24,671
-176
| -0.7% | -$28.5K | 0.82% | 27 |
|
|
2018
Q1 | $3.89M | Sell |
24,847
-3,713
| -13% | -$611K | 0.83% | 28 |
|
|
2017
Q4 | $4.92M | Sell |
28,560
-541
| -2% | -$90.9K | 0.95% | 21 |
|
|
2017
Q3 | $4.56M | Sell |
29,101
-58
| -0.2% | -$9.09K | 0.93% | 22 |
|
|
2017
Q2 | $4.47M | Sell |
29,159
-3,526
| -11% | -$510K | 1.09% | 14 |
|
|
2017
Q1 | $4.24M | Sell |
32,685
-115
| -0.4% | -$14.4K | 1.32% | 14 |
|
|
2016
Q4 | $3.99M | Buy |
32,800
+1,722
| +6% | +$202K | 1.26% | 24 |
|
|
2016
Q3 | $3.58M | Buy |
31,078
+2,982
| +11% | +$353K | 1.19% | 31 |
|
|
2016
Q2 | $3.38M | Buy |
28,096
+1,316
| +5% | +$165K | 1.18% | 28 |
|
|
2016
Q1 | $3.16M | Sell |
26,780
-55
| -0.2% | -$6.57K | 1.18% | 20 |
|
|
2015
Q4 | $3.17M | Buy |
+26,835
| New | +$3M | 1.19% | 19 |
|
Other funds holding MCD
