JIR
James Investment Research’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Sell |
36,618
-354
| -1% | -$103K | 1.27% | 16 |
|
|
2025
Q1 | $11.5M | Buy |
36,972
+3
| +0% | +$937 | 1.47% | 12 |
|
|
2024
Q4 | $10.7M | Sell |
36,969
-609
| -2% | -$177K | 1.28% | 18 |
|
|
2024
Q3 | $11.4M | Sell |
37,578
-506
| -1% | -$154K | 1.32% | 13 |
|
|
2024
Q2 | $9.71M | Sell |
38,084
-1,676
| -4% | -$427K | 1.16% | 20 |
|
|
2024
Q1 | $11.2M | Sell |
39,760
-4,916
| -11% | -$1.39M | 1.33% | 15 |
|
|
2023
Q4 | $13.2M | Sell |
44,676
-1,412
| -3% | -$419K | 1.66% | 8 |
|
|
2023
Q3 | $12.1M | Sell |
46,088
-300
| -0.6% | -$79K | 1.6% | 11 |
|
|
2023
Q2 | $13.8M | Sell |
46,388
-498
| -1% | -$149K | 1.77% | 8 |
|
|
2023
Q1 | $13.1M | Sell |
46,886
-6,079
| -11% | -$1.7M | 1.73% | 7 |
|
|
2022
Q4 | $14M | Sell |
52,965
-1,645
| -3% | -$434K | 1.95% | 9 |
|
|
2022
Q3 | $12.6M | Sell |
54,610
-7,508
| -12% | -$1.73M | 1.8% | 9 |
|
|
2022
Q2 | $15.3M | Sell |
62,118
-919
| -1% | -$227K | 2.05% | 8 |
|
|
2022
Q1 | $15.6M | Sell |
63,037
-838
| -1% | -$207K | 1.64% | 10 |
|
|
2021
Q4 | $17.1M | Buy |
63,875
+7,465
| +13% | +$2M | 1.57% | 11 |
|
|
2021
Q3 | $13.6M | Sell |
56,410
-150
| -0.3% | -$36.2K | 1.26% | 19 |
|
|
2021
Q2 | $13.1M | Sell |
56,560
-80
| -0.1% | -$18.5K | 1.12% | 22 |
|
|
2021
Q1 | $12.7M | Sell |
56,640
-3,051
| -5% | -$684K | 1.15% | 21 |
|
|
2020
Q4 | $12.8M | Sell |
59,691
-4,279
| -7% | -$918K | 1.15% | 23 |
|
|
2020
Q3 | $14M | Sell |
63,970
-4,016
| -6% | -$881K | 1.3% | 18 |
|
|
2020
Q2 | $12.5M | Sell |
67,986
-6,851
| -9% | -$1.26M | 1.17% | 21 |
|
|
2020
Q1 | $12.4M | Buy |
74,837
+2,512
| +3% | +$415K | 1.28% | 18 |
|
|
2019
Q4 | $14.3M | Sell |
72,325
-24,238
| -25% | -$4.79M | 1% | 25 |
|
|
2019
Q3 | $20.7M | Sell |
96,563
-2,212
| -2% | -$475K | 1.51% | 13 |
|
|
2019
Q2 | $20.5M | Buy |
98,775
+24,419
| +33% | +$5.07M | 1.49% | 14 |
|
|
2019
Q1 | $14.1M | Buy |
74,356
+44,189
| +146% | +$8.39M | 0.92% | 27 |
|
|
2018
Q4 | $5.36M | Buy |
30,167
+30,113
| +55,765% | +$5.35M | 0.33% | 76 |
|
|
2018
Q3 | $9K | Hold |
54
| – | – | ﹤0.01% | 765 |
|
|
2018
Q2 | $8K | Hold |
54
| – | – | ﹤0.01% | 767 |
|
|
2018
Q1 | $8K | Hold |
54
| – | – | ﹤0.01% | 759 |
|
|
2017
Q4 | $9K | Hold |
54
| – | – | ﹤0.01% | 738 |
|
|
2017
Q3 | $8K | Hold |
54
| – | – | ﹤0.01% | 728 |
|
|
2017
Q2 | $8K | Hold |
54
| – | – | ﹤0.01% | 694 |
|
|
2017
Q1 | $7K | Hold |
54
| – | – | ﹤0.01% | 629 |
|
|
2016
Q4 | $7K | Hold |
54
| – | – | ﹤0.01% | 503 |
|
|
2016
Q3 | $6K | Hold |
54
| – | – | ﹤0.01% | 502 |
|
|
2016
Q2 | $6K | Buy |
+54
| New | +$6K | ﹤0.01% | 454 |
|
|
2015
Q2 | – | Sell |
-167
| Closed | -$16K | – | 512 |
|
|
2015
Q1 | $16K | Hold |
167
| – | – | ﹤0.01% | 466 |
|
|
2014
Q4 | $16K | Hold |
167
| – | – | ﹤0.01% | 455 |
|
|
2014
Q3 | $16K | Buy |
+167
| New | +$16K | ﹤0.01% | 456 |
|
|
2014
Q1 | – | Sell |
-634
| Closed | -$62K | – | 544 |
|
|
2013
Q4 | $62K | Buy |
+634
| New | +$62K | ﹤0.01% | 361 |
|