Jay A. Fishman Ltd’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 | $522K | Sell |
1,788
-320
| -15% | -$93.5K | 0.05% | 64 |
|
|
2025
Q1 | $658K | Sell |
2,108
-4,845
| -70% | -$1.51M | 0.07% | 56 |
|
|
2024
Q4 | $2.02M | Buy |
6,953
+43
| +0.6% | +$12.5K | 0.19% | 39 |
|
|
2024
Q3 | $2.1M | Sell |
6,910
-1,700
| -20% | -$518K | 0.21% | 38 |
|
|
2024
Q2 | $2.19M | Buy |
8,610
+550
| +7% | +$140K | 0.23% | 35 |
|
|
2024
Q1 | $2.27M | Sell |
8,060
-229
| -3% | -$64.6K | 0.25% | 34 |
|
|
2023
Q4 | $2.46M | Buy |
8,289
+425
| +5% | +$126K | 0.28% | 32 |
|
|
2023
Q3 | $2.07M | Hold |
7,864
| – | – | 0.26% | 33 |
|
|
2023
Q2 | $2.35M | Hold |
7,864
| – | – | 0.28% | 33 |
|
|
2023
Q1 | $2.2M | Buy |
7,864
+15
| +0.2% | +$4.19K | 0.28% | 34 |
|
|
2022
Q4 | $2.07M | Hold |
7,849
| – | – | 0.29% | 35 |
|
|
2022
Q3 | $1.81M | Hold |
7,849
| – | – | 0.26% | 36 |
|
|
2022
Q2 | $1.94M | Buy |
7,849
+75
| +1% | +$18.5K | 0.26% | 35 |
|
|
2022
Q1 | $1.92M | Buy |
7,774
+6,100
| +364% | +$1.51M | 0.21% | 42 |
|
|
2021
Q4 | $449K | Buy |
+1,674
| New | +$449K | 0.05% | 76 |
|