JMFC
J.M. Forbes & Co’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Sell |
7,642
-190
| -2% | -$55.5K | 0.2% | 68 |
|
|
2025
Q1 | $2.45M | Sell |
7,832
-47
| -0.6% | -$14.7K | 0.24% | 66 |
|
|
2024
Q4 | $2.28M | Sell |
7,879
-20
| -0.3% | -$5.8K | 0.22% | 66 |
|
|
2024
Q3 | $2.41M | Buy |
7,899
+129
| +2% | +$39.3K | 0.23% | 65 |
|
|
2024
Q2 | $1.98M | Sell |
7,770
-19
| -0.2% | -$4.84K | 0.2% | 65 |
|
|
2024
Q1 | $2.2M | Hold |
7,789
| – | – | 0.24% | 65 |
|
|
2023
Q4 | $2.31M | Buy |
7,789
+460
| +6% | +$136K | 0.27% | 61 |
|
|
2023
Q3 | $1.93M | Hold |
7,329
| – | – | 0.25% | 64 |
|
|
2023
Q2 | $2.19M | Buy |
7,329
+3,198
| +77% | +$954K | 0.27% | 61 |
|
|
2023
Q1 | $1.16M | Buy |
4,131
+74
| +2% | +$20.7K | 0.16% | 49 |
|
|
2022
Q4 | $1.07M | Buy |
4,057
+200
| +5% | +$52.7K | 0.15% | 52 |
|
|
2022
Q3 | $890K | Sell |
3,857
-150
| -4% | -$34.6K | 0.14% | 56 |
|
|
2022
Q2 | $989K | Buy |
4,007
+100
| +3% | +$24.7K | 0.15% | 56 |
|
|
2022
Q1 | $966K | Hold |
3,907
| – | – | 0.12% | 62 |
|
|
2021
Q4 | $1.05M | Buy |
3,907
+207
| +6% | +$55.5K | 0.12% | 60 |
|
|
2021
Q3 | $892K | Hold |
3,700
| – | – | 0.11% | 59 |
|
|
2021
Q2 | $855K | Hold |
3,700
| – | – | 0.11% | 62 |
|
|
2021
Q1 | $829K | Hold |
3,700
| – | – | 0.12% | 58 |
|
|
2020
Q4 | $794K | Sell |
3,700
-20
| -0.5% | -$4.29K | 0.12% | 58 |
|
|
2020
Q3 | $817K | Hold |
3,720
| – | – | 0.13% | 50 |
|
|
2020
Q2 | $686K | Hold |
3,720
| – | – | 0.12% | 50 |
|
|
2020
Q1 | $615K | Sell |
3,720
-51,445
| -93% | -$8.51M | 0.14% | 52 |
|
|
2019
Q4 | $10.9M | Buy |
55,165
+3,536
| +7% | +$699K | 1.78% | 27 |
|
|
2019
Q3 | $11.1M | Buy |
51,629
+283
| +0.6% | +$60.8K | 2.13% | 24 |
|
|
2019
Q2 | $10.7M | Buy |
51,346
+4,690
| +10% | +$974K | 2.06% | 24 |
|
|
2019
Q1 | $8.86M | Buy |
46,656
+543
| +1% | +$103K | 1.9% | 28 |
|
|
2018
Q4 | $8.19M | Sell |
46,113
-152
| -0.3% | -$27K | 1.93% | 24 |
|
|
2018
Q3 | $7.74M | Hold |
46,265
| – | – | 1.65% | 31 |
|
|
2018
Q2 | $7.25M | Sell |
46,265
-135
| -0.3% | -$21.2K | 1.62% | 32 |
|
|
2018
Q1 | $4.26M | Buy |
46,400
+172
| +0.4% | +$15.8K | 0.99% | 42 |
|
|
2017
Q4 | $7.96M | Sell |
46,228
-16,645
| -26% | -$2.87M | 1.84% | 30 |
|
|
2017
Q3 | $9.85M | Sell |
62,873
-851
| -1% | -$133K | 2.46% | 14 |
|
|
2017
Q2 | $9.76M | Sell |
63,724
-295
| -0.5% | -$45.2K | 2.48% | 15 |
|
|
2017
Q1 | $8.3M | Sell |
64,019
-256
| -0.4% | -$33.2K | 2.17% | 21 |
|
|
2016
Q4 | $7.82M | Buy |
64,275
+86
| +0.1% | +$10.5K | 2.15% | 20 |
|
|
2016
Q3 | $7.41M | Sell |
64,189
-578
| -0.9% | -$66.7K | 2.02% | 21 |
|
|
2016
Q2 | $7.79M | Buy |
64,767
+1,505
| +2% | +$181K | 2.16% | 20 |
|
|
2016
Q1 | $7.95M | Buy |
63,262
+3,370
| +6% | +$424K | 2.27% | 22 |
|
|
2015
Q4 | $7.08M | Buy |
59,892
+57,672
| +2,598% | +$6.81M | 1.89% | 26 |
|
|
2015
Q3 | $218K | Hold |
2,220
| – | – | 0.06% | 85 |
|
|
2015
Q2 | $211K | Hold |
2,220
| – | – | 0.06% | 89 |
|
|
2015
Q1 | $216K | Hold |
2,220
| – | – | 0.06% | 88 |
|
|
2014
Q4 | $208K | Sell |
2,220
-275
| -11% | -$25.8K | 0.05% | 89 |
|
|
2014
Q3 | $236K | Hold |
2,495
| – | – | 0.06% | 82 |
|
|
2014
Q2 | $251K | Sell |
2,495
-100
| -4% | -$10.1K | 0.06% | 85 |
|
|
2014
Q1 | $254K | Sell |
2,595
-20
| -0.8% | -$1.96K | 0.07% | 83 |
|
|
2013
Q4 | $253K | Sell |
2,615
-370
| -12% | -$35.8K | 0.06% | 84 |
|
|
2013
Q3 | $287K | Buy |
2,985
+475
| +19% | +$45.7K | 0.08% | 75 |
|
|
2013
Q2 | $248K | Buy |
+2,510
| New | +$248K | 0.07% | 70 |
|