JC
Jacobs & Co’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
42,787
+337
| +0.8% | +$98.5K | 1.24% | 27 |
|
|
2025
Q1 | $13.3M | Sell |
42,450
-326
| -0.8% | -$102K | 1.41% | 22 |
|
|
2024
Q4 | $12.4M | Sell |
42,776
-462
| -1% | -$134K | 1.26% | 27 |
|
|
2024
Q3 | $13.2M | Buy |
43,238
+2,072
| +5% | +$631K | 1.32% | 27 |
|
|
2024
Q2 | $10.5M | Buy |
41,166
+4,498
| +12% | +$1.15M | 1.1% | 36 |
|
|
2024
Q1 | $10.3M | Sell |
36,668
-460
| -1% | -$130K | 1.09% | 40 |
|
|
2023
Q4 | $11M | Buy |
37,128
+3,007
| +9% | +$892K | 1.25% | 34 |
|
|
2023
Q3 | $8.99M | Buy |
34,121
+9
| +0% | +$2.37K | 1.12% | 38 |
|
|
2023
Q2 | $10.2M | Sell |
34,112
-1,995
| -6% | -$595K | 1.21% | 37 |
|
|
2023
Q1 | $10.1M | Sell |
36,107
-1,680
| -4% | -$470K | 1.25% | 35 |
|
|
2022
Q4 | $9.96M | Buy |
37,787
+834
| +2% | +$220K | 1.3% | 32 |
|
|
2022
Q3 | $8.53M | Sell |
36,953
-75
| -0.2% | -$17.3K | 1.23% | 34 |
|
|
2022
Q2 | $9.14M | Sell |
37,028
-2,109
| -5% | -$521K | 1.22% | 39 |
|
|
2022
Q1 | $9.68M | Sell |
39,137
-852
| -2% | -$211K | 1.07% | 45 |
|
|
2021
Q4 | $10.7M | Sell |
39,989
-699
| -2% | -$187K | 1.11% | 37 |
|
|
2021
Q3 | $9.81M | Buy |
40,688
+20
| +0% | +$4.82K | 1.13% | 37 |
|
|
2021
Q2 | $9.39M | Sell |
40,668
-1,482
| -4% | -$342K | 1.08% | 39 |
|
|
2021
Q1 | $9.45M | Buy |
42,150
+60
| +0.1% | +$13.4K | 1.15% | 39 |
|
|
2020
Q4 | $9.03M | Sell |
42,090
-59
| -0.1% | -$12.7K | 1.17% | 33 |
|
|
2020
Q3 | $9.25M | Sell |
42,149
-477
| -1% | -$105K | 1.34% | 26 |
|
|
2020
Q2 | $7.86M | Buy |
42,626
+493
| +1% | +$90.9K | 1.28% | 27 |
|
|
2020
Q1 | $6.97M | Sell |
42,133
-1,832
| -4% | -$303K | 1.34% | 28 |
|
|
2019
Q4 | $8.69M | Sell |
43,965
-467
| -1% | -$92.3K | 1.32% | 30 |
|
|
2019
Q3 | $9.54M | Sell |
44,432
-603
| -1% | -$129K | 1.55% | 20 |
|
|
2019
Q2 | $9.35M | Sell |
45,035
-470
| -1% | -$97.6K | 1.51% | 22 |
|
|
2019
Q1 | $8.64M | Buy |
45,505
+159
| +0.4% | +$30.2K | 1.47% | 22 |
|
|
2018
Q4 | $8.05M | Sell |
45,346
-2,560
| -5% | -$455K | 1.59% | 21 |
|
|
2018
Q3 | $8.01M | Sell |
47,906
-373
| -0.8% | -$62.4K | 1.36% | 30 |
|
|
2018
Q2 | $7.56M | Buy |
48,279
+94
| +0.2% | +$14.7K | 1.37% | 27 |
|
|
2018
Q1 | $7.54M | Sell |
48,185
-25
| -0.1% | -$3.91K | 1.39% | 27 |
|
|
2017
Q4 | $8.3M | Sell |
48,210
-2,225
| -4% | -$383K | 1.5% | 25 |
|
|
2017
Q3 | $7.9M | Sell |
50,435
-1,184
| -2% | -$186K | 1.49% | 25 |
|
|
2017
Q2 | $7.91M | Sell |
51,619
-367
| -0.7% | -$56.2K | 1.56% | 22 |
|
|
2017
Q1 | $6.74M | Sell |
51,986
-910
| -2% | -$118K | 1.38% | 30 |
|
|
2016
Q4 | $6.44M | Buy |
52,896
+150
| +0.3% | +$18.3K | 1.4% | 31 |
|
|
2016
Q3 | $6.08M | Buy |
52,746
+1,111
| +2% | +$128K | 1.36% | 33 |
|
|
2016
Q2 | $6.21M | Buy |
51,635
+1,404
| +3% | +$169K | 1.46% | 27 |
|
|
2016
Q1 | $6.31M | Sell |
50,231
-1,272
| -2% | -$160K | 1.52% | 24 |
|
|
2015
Q4 | $6.05M | Sell |
51,503
-243
| -0.5% | -$28.5K | 1.57% | 23 |
|
|
2015
Q3 | $5.1M | Buy |
51,746
+1,585
| +3% | +$156K | 1.35% | 27 |
|
|
2015
Q2 | $4.77M | Buy |
50,161
+2,210
| +5% | +$210K | 1.19% | 32 |
|
|
2015
Q1 | $4.67M | Buy |
47,951
+2,033
| +4% | +$198K | 1.18% | 32 |
|
|
2014
Q4 | $4.3M | Buy |
45,918
+2,088
| +5% | +$196K | 1.13% | 34 |
|
|
2014
Q3 | $4.16M | Buy |
43,830
+9,467
| +28% | +$898K | 1.18% | 33 |
|
|
2014
Q2 | $3.46M | Sell |
34,363
-540
| -2% | -$54.4K | 1% | 41 |
|
|
2014
Q1 | $3.42M | Buy |
34,903
+9,390
| +37% | +$921K | 1.06% | 34 |
|
|
2013
Q4 | $2.48M | Buy |
25,513
+1,203
| +5% | +$117K | 0.79% | 55 |
|
|
2013
Q3 | $2.34M | Buy |
24,310
+3,685
| +18% | +$354K | 0.81% | 56 |
|
|
2013
Q2 | $2.04M | Buy |
+20,625
| New | +$2.04M | 0.74% | 54 |
|