Jackson Grant Investment Advisers’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 | $2.13M | Buy |
7,277
+30
| +0.4% | +$8.77K | 0.78% | 23 |
|
|
2025
Q1 | $2.26M | Buy |
7,247
+29
| +0.4% | +$9.06K | 0.88% | 23 |
|
|
2024
Q4 | $2.09M | Sell |
7,218
-101
| -1% | -$29.3K | 0.81% | 24 |
|
|
2024
Q3 | $2.23M | Buy |
7,319
+29
| +0.4% | +$8.83K | 0.83% | 24 |
|
|
2024
Q2 | $1.86M | Buy |
7,290
+33
| +0.5% | +$8.41K | 0.75% | 25 |
|
|
2024
Q1 | $2.05M | Buy |
7,257
+33
| +0.5% | +$9.31K | 0.84% | 24 |
|
|
2023
Q4 | $2.14M | Buy |
7,224
+33
| +0.5% | +$9.79K | 0.95% | 21 |
|
|
2023
Q3 | $1.89M | Buy |
7,191
+31
| +0.4% | +$8.17K | 0.91% | 22 |
|
|
2023
Q2 | $2.14M | Sell |
7,160
-144
| -2% | -$43K | 0.99% | 21 |
|
|
2023
Q1 | $2.04M | Buy |
7,304
+32
| +0.4% | +$8.95K | 0.96% | 21 |
|
|
2022
Q4 | $1.92M | Buy |
7,272
+31
| +0.4% | +$8.17K | 0.93% | 22 |
|
|
2022
Q3 | $1.67M | Buy |
7,241
+30
| +0.4% | +$6.92K | 0.87% | 22 |
|
|
2022
Q2 | $1.78M | Sell |
7,211
-2
| -0% | -$494 | 0.88% | 22 |
|
|
2022
Q1 | $1.78M | Buy |
7,213
+39
| +0.5% | +$9.65K | 0.75% | 23 |
|
|
2021
Q4 | $1.92M | Sell |
7,174
-59
| -0.8% | -$15.8K | 0.98% | 18 |
|
|
2021
Q3 | $1.74M | Sell |
7,233
-66
| -0.9% | -$15.9K | 0.78% | 23 |
|
|
2021
Q2 | $1.69M | Buy |
7,299
+12
| +0.2% | +$2.77K | 0.74% | 24 |
|
|
2021
Q1 | $1.63M | Sell |
7,287
-56
| -0.8% | -$12.5K | 0.75% | 23 |
|
|
2020
Q4 | $1.58M | Buy |
7,343
+121
| +2% | +$26K | 0.8% | 22 |
|
|
2020
Q3 | $1.59M | Buy |
7,222
+38
| +0.5% | +$8.34K | 0.95% | 20 |
|
|
2020
Q2 | $1.33M | Sell |
7,184
-372
| -5% | -$68.6K | 0.84% | 20 |
|
|
2020
Q1 | $1.25M | Buy |
7,556
+29
| +0.4% | +$4.79K | 0.92% | 20 |
|
|
2019
Q4 | $1.49M | Sell |
7,527
-120
| -2% | -$23.7K | 0.81% | 23 |
|
|
2019
Q3 | $1.64M | Buy |
7,647
+40
| +0.5% | +$8.59K | 0.93% | 20 |
|
|
2019
Q2 | $1.58M | Sell |
7,607
-57
| -0.7% | -$11.8K | 0.92% | 20 |
|
|
2019
Q1 | $1.46M | Sell |
7,664
-47
| -0.6% | -$8.92K | 0.87% | 20 |
|
|
2018
Q4 | $1.37M | Buy |
7,711
+120
| +2% | +$21.3K | 0.96% | 20 |
|
|
2018
Q3 | $1.27M | Sell |
7,591
-25
| -0.3% | -$4.18K | 0.8% | 25 |
|
|
2018
Q2 | $1.19M | Buy |
7,616
+44
| +0.6% | +$6.89K | 0.82% | 23 |
|
|
2018
Q1 | $1.18M | Sell |
7,572
-296
| -4% | -$46.3K | 0.83% | 23 |
|
|
2017
Q4 | $1.35M | Buy |
7,868
+110
| +1% | +$18.9K | 0.92% | 22 |
|
|
2017
Q3 | $1.22M | Buy |
7,758
+44
| +0.6% | +$6.9K | 0.88% | 21 |
|
|
2017
Q2 | $1.18M | Buy |
7,714
+47
| +0.6% | +$7.2K | 0.92% | 22 |
|
|
2017
Q1 | $994K | Sell |
7,667
-264
| -3% | -$34.2K | 0.8% | 23 |
|
|
2016
Q4 | $965K | Buy |
7,931
+35
| +0.4% | +$4.26K | 0.82% | 24 |
|
|
2016
Q3 | $911K | Sell |
7,896
-1,275
| -14% | -$147K | 0.75% | 23 |
|
|
2016
Q2 | $1.1M | Buy |
9,171
+885
| +11% | +$107K | 0.97% | 23 |
|
|
2016
Q1 | $1.04M | Buy |
8,286
+401
| +5% | +$50.4K | 0.95% | 23 |
|
|
2015
Q4 | $932K | Buy |
+7,885
| New | +$932K | 0.89% | 24 |
|