JCM
Jacobi Capital Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Sell |
13,744
-1,052
| -7% | -$307K | 0.27% | 68 |
|
|
2025
Q1 | $4.62M | Buy |
14,796
+45
| +0.3% | +$14.1K | 0.34% | 54 |
|
|
2024
Q4 | $4.28M | Sell |
14,751
-151
| -1% | -$43.8K | 0.32% | 58 |
|
|
2024
Q3 | $4.54M | Buy |
14,902
+1,688
| +13% | +$514K | 0.34% | 52 |
|
|
2024
Q2 | $3.37M | Buy |
13,214
+501
| +4% | +$128K | 0.29% | 63 |
|
|
2024
Q1 | $3.58M | Sell |
12,713
-69
| -0.5% | -$19.5K | 0.33% | 51 |
|
|
2023
Q4 | $3.79M | Buy |
12,782
+208
| +2% | +$61.7K | 0.39% | 42 |
|
|
2023
Q3 | $3.31M | Buy |
12,574
+49
| +0.4% | +$12.9K | 0.37% | 44 |
|
|
2023
Q2 | $3.74M | Sell |
12,525
-553
| -4% | -$165K | 0.42% | 43 |
|
|
2023
Q1 | $3.66M | Buy |
13,078
+741
| +6% | +$207K | 0.43% | 43 |
|
|
2022
Q4 | $3.25M | Buy |
12,337
+109
| +0.9% | +$28.7K | 0.41% | 44 |
|
|
2022
Q3 | $2.82M | Sell |
12,228
-203
| -2% | -$46.8K | 0.39% | 48 |
|
|
2022
Q2 | $3.07M | Buy |
12,431
+208
| +2% | +$51.4K | 0.41% | 41 |
|
|
2022
Q1 | $3.02M | Buy |
12,223
+187
| +2% | +$46.2K | 0.36% | 48 |
|
|
2021
Q4 | $3.23M | Sell |
12,036
-195
| -2% | -$52.3K | 0.38% | 43 |
|
|
2021
Q3 | $2.95M | Buy |
12,231
+154
| +1% | +$37.1K | 0.38% | 44 |
|
|
2021
Q2 | $2.79M | Buy |
12,077
+57
| +0.5% | +$13.2K | 0.37% | 43 |
|
|
2021
Q1 | $2.69M | Sell |
12,020
-139
| -1% | -$31.2K | 0.4% | 43 |
|
|
2020
Q4 | $2.61M | Sell |
12,159
-411
| -3% | -$88.2K | 0.41% | 41 |
|
|
2020
Q3 | $2.78M | Sell |
12,570
-38
| -0.3% | -$8.4K | 0.49% | 32 |
|
|
2020
Q2 | $2.35M | Buy |
12,608
+278
| +2% | +$51.9K | 0.44% | 42 |
|
|
2020
Q1 | $2.08M | Sell |
12,330
-357
| -3% | -$60.3K | 0.45% | 41 |
|
|
2019
Q4 | $2.54M | Sell |
12,687
-297
| -2% | -$59.5K | 0.46% | 39 |
|
|
2019
Q3 | $2.74M | Buy |
12,984
+386
| +3% | +$81.5K | 0.54% | 34 |
|
|
2019
Q2 | $2.63M | Buy |
12,598
+2,531
| +25% | +$528K | 0.53% | 34 |
|
|
2019
Q1 | $1.91M | Sell |
10,067
-185
| -2% | -$35.1K | 0.49% | 35 |
|
|
2018
Q4 | $1.82M | Sell |
10,252
-387
| -4% | -$68.7K | 0.5% | 35 |
|
|
2018
Q3 | $1.78M | Buy |
10,639
+333
| +3% | +$55.7K | 0.48% | 34 |
|
|
2018
Q2 | $1.62M | Buy |
10,306
+534
| +5% | +$83.7K | 0.47% | 36 |
|
|
2018
Q1 | $1.54M | Buy |
9,772
+770
| +9% | +$121K | 0.46% | 34 |
|
|
2017
Q4 | $1.57M | Buy |
9,002
+306
| +4% | +$53.2K | 0.51% | 35 |
|
|
2017
Q3 | $1.39M | Buy |
8,696
+286
| +3% | +$45.8K | 0.47% | 35 |
|
|
2017
Q2 | $1.31M | Sell |
8,410
-200
| -2% | -$31.1K | 0.51% | 34 |
|
|
2017
Q1 | $1.12M | Buy |
8,610
+2,040
| +31% | +$266K | 0.57% | 36 |
|
|
2016
Q4 | $794K | Sell |
6,570
-1,940
| -23% | -$234K | 0.48% | 38 |
|
|
2016
Q3 | $966K | Buy |
8,510
+40
| +0.5% | +$4.54K | 0.46% | 36 |
|
|
2016
Q2 | $1.02M | Buy |
+8,470
| New | +$1.02M | 0.51% | 33 |
|