JLBC
J.L. Bainbridge & Co’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Sell |
2,064
-2
| -0.1% | -$584 | 0.05% | 49 |
|
|
2025
Q1 | $645K | Sell |
2,066
-49
| -2% | -$15.3K | 0.06% | 44 |
|
|
2024
Q4 | $613K | Buy |
2,115
+16
| +0.8% | +$4.64K | 0.06% | 45 |
|
|
2024
Q3 | $639K | Hold |
2,099
| – | – | 0.06% | 42 |
|
|
2024
Q2 | $535K | Sell |
2,099
-198
| -9% | -$50.5K | 0.05% | 44 |
|
|
2024
Q1 | $648K | Hold |
2,297
| – | – | 0.07% | 40 |
|
|
2023
Q4 | $681K | Buy |
2,297
+28
| +1% | +$8.3K | 0.08% | 42 |
|
|
2023
Q3 | $598K | Hold |
2,269
| – | – | 0.08% | 41 |
|
|
2023
Q2 | $677K | Hold |
2,269
| – | – | 0.08% | 36 |
|
|
2023
Q1 | $634K | Sell |
2,269
-301
| -12% | -$84.2K | 0.09% | 33 |
|
|
2022
Q4 | $677K | Buy |
2,570
+9
| +0.4% | +$2.37K | 0.11% | 30 |
|
|
2022
Q3 | $591K | Hold |
2,561
| – | – | 0.09% | 32 |
|
|
2022
Q2 | $632K | Hold |
2,561
| – | – | 0.09% | 30 |
|
|
2022
Q1 | $633K | Sell |
2,561
-1
| -0% | -$247 | 0.07% | 34 |
|
|
2021
Q4 | $687K | Hold |
2,562
| – | – | 0.08% | 34 |
|
|
2021
Q3 | $618K | Buy |
2,562
+21
| +0.8% | +$5.07K | 0.07% | 35 |
|
|
2021
Q2 | $587K | Sell |
2,541
-41
| -2% | -$9.47K | 0.07% | 36 |
|
|
2021
Q1 | $579K | Sell |
2,582
-75
| -3% | -$16.8K | 0.08% | 38 |
|
|
2020
Q4 | $570K | Buy |
2,657
+101
| +4% | +$21.7K | 0.08% | 38 |
|
|
2020
Q3 | $561K | Buy |
2,556
+71
| +3% | +$15.6K | 0.09% | 41 |
|
|
2020
Q2 | $458K | Hold |
2,485
| – | – | 0.08% | 38 |
|
|
2020
Q1 | $411K | Sell |
2,485
-420
| -14% | -$69.5K | 0.08% | 40 |
|
|
2019
Q4 | $574K | Hold |
2,905
| – | – | 0.08% | 40 |
|
|
2019
Q3 | $624K | Sell |
2,905
-630
| -18% | -$135K | 0.09% | 33 |
|
|
2019
Q2 | $734K | Buy |
+3,535
| New | +$734K | 0.11% | 32 |
|
|
2019
Q1 | – | Sell |
-3,535
| Closed | -$628K | – | 72 |
|
|
2018
Q4 | $628K | Hold |
3,535
| – | – | 0.11% | 25 |
|
|
2018
Q3 | $591K | Buy |
+3,535
| New | +$591K | 0.08% | 29 |
|