Investment House LLC’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 | $4.31M | Sell |
14,736
-157
| -1% | -$45.9K | 0.22% | 84 |
|
|
2025
Q1 | $4.65M | Hold |
14,893
| – | – | 0.26% | 78 |
|
|
2024
Q4 | $4.32M | Sell |
14,893
-150
| -1% | -$43.5K | 0.23% | 81 |
|
|
2024
Q3 | $4.58M | Buy |
15,043
+510
| +4% | +$155K | 0.25% | 81 |
|
|
2024
Q2 | $3.7M | Buy |
14,533
+4,250
| +41% | +$1.08M | 0.21% | 80 |
|
|
2024
Q1 | $2.9M | Buy |
10,283
+4,000
| +64% | +$1.13M | 0.17% | 89 |
|
|
2023
Q4 | $1.86M | Sell |
6,283
-30
| -0.5% | -$8.9K | 0.13% | 95 |
|
|
2023
Q3 | $1.66M | Hold |
6,313
| – | – | 0.13% | 94 |
|
|
2023
Q2 | $1.88M | Sell |
6,313
-10
| -0.2% | -$2.98K | 0.14% | 93 |
|
|
2023
Q1 | $1.77M | Buy |
6,323
+133
| +2% | +$37.2K | 0.15% | 88 |
|
|
2022
Q4 | $1.63M | Sell |
6,190
-85
| -1% | -$22.4K | 0.15% | 80 |
|
|
2022
Q3 | $1.45M | Buy |
6,275
+150
| +2% | +$34.6K | 0.14% | 88 |
|
|
2022
Q2 | $1.51M | Sell |
6,125
-135
| -2% | -$33.3K | 0.13% | 87 |
|
|
2022
Q1 | $1.55M | Sell |
6,260
-30
| -0.5% | -$7.42K | 0.11% | 91 |
|
|
2021
Q4 | $1.69M | Hold |
6,290
| – | – | 0.11% | 93 |
|
|
2021
Q3 | $1.52M | Hold |
6,290
| – | – | 0.11% | 95 |
|
|
2021
Q2 | $1.45M | Hold |
6,290
| – | – | 0.1% | 106 |
|
|
2021
Q1 | $1.41M | Sell |
6,290
-8,300
| -57% | -$1.86M | 0.11% | 101 |
|
|
2020
Q4 | $3.13M | Hold |
14,590
| – | – | 0.22% | 83 |
|
|
2020
Q3 | $3.2M | Buy |
14,590
+20
| +0.1% | +$4.39K | 0.25% | 73 |
|
|
2020
Q2 | $2.69M | Sell |
14,570
-135
| -0.9% | -$24.9K | 0.24% | 77 |
|
|
2020
Q1 | $2.43M | Sell |
14,705
-678
| -4% | -$112K | 0.28% | 73 |
|
|
2019
Q4 | $3.04M | Sell |
15,383
-100
| -0.6% | -$19.8K | 0.28% | 74 |
|
|
2019
Q3 | $3.32M | Hold |
15,483
| – | – | 0.34% | 71 |
|
|
2019
Q2 | $3.22M | Hold |
15,483
| – | – | 0.34% | 70 |
|
|
2019
Q1 | $2.94M | Sell |
15,483
-25
| -0.2% | -$4.75K | 0.32% | 73 |
|
|
2018
Q4 | $2.75M | Sell |
15,508
-50
| -0.3% | -$8.88K | 0.34% | 74 |
|
|
2018
Q3 | $2.6M | Hold |
15,558
| – | – | 0.28% | 78 |
|
|
2018
Q2 | $2.44M | Buy |
15,558
+20
| +0.1% | +$3.13K | 0.28% | 82 |
|
|
2018
Q1 | $2.43M | Sell |
15,538
-50
| -0.3% | -$7.82K | 0.3% | 82 |
|
|
2017
Q4 | $2.68M | Sell |
15,588
-50
| -0.3% | -$8.61K | 0.33% | 78 |
|
|
2017
Q3 | $2.45M | Hold |
15,638
| – | – | 0.32% | 81 |
|
|
2017
Q2 | $2.4M | Sell |
15,638
-15
| -0.1% | -$2.3K | 0.32% | 78 |
|
|
2017
Q1 | $2.03M | Sell |
15,653
-75
| -0.5% | -$9.72K | 0.29% | 87 |
|
|
2016
Q4 | $1.91M | Sell |
15,728
-32
| -0.2% | -$3.89K | 0.29% | 84 |
|
|
2016
Q3 | $1.82M | Hold |
15,760
| – | – | 0.27% | 89 |
|
|
2016
Q2 | $1.9M | Sell |
15,760
-268
| -2% | -$32.3K | 0.3% | 84 |
|
|
2016
Q1 | $2.01M | Sell |
16,028
-300
| -2% | -$37.7K | 0.32% | 85 |
|
|
2015
Q4 | $1.93M | Buy |
16,328
+50
| +0.3% | +$5.91K | 0.31% | 88 |
|
|
2015
Q3 | $1.6M | Hold |
16,278
| – | – | 0.28% | 91 |
|
|
2015
Q2 | $1.55M | Sell |
16,278
-1,110
| -6% | -$105K | 0.25% | 94 |
|
|
2015
Q1 | $1.69M | Hold |
17,388
| – | – | 0.27% | 92 |
|
|
2014
Q4 | $1.63M | Sell |
17,388
-2,050
| -11% | -$192K | 0.26% | 94 |
|
|
2014
Q3 | $1.84M | Sell |
19,438
-4,052
| -17% | -$384K | 0.31% | 85 |
|
|
2014
Q2 | $2.37M | Sell |
23,490
-150
| -0.6% | -$15.1K | 0.41% | 75 |
|
|
2014
Q1 | $2.32M | Sell |
23,640
-200
| -0.8% | -$19.6K | 0.41% | 74 |
|
|
2013
Q4 | $2.31M | Buy |
23,840
+30
| +0.1% | +$2.91K | 0.42% | 72 |
|
|
2013
Q3 | $2.29M | Sell |
23,810
-225
| -0.9% | -$21.7K | 0.46% | 71 |
|
|
2013
Q2 | $2.38M | Buy |
+24,035
| New | +$2.38M | 0.52% | 68 |
|