Jentner Corp’s McDonald's MCD Stock Holding History

Jentner Corp’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.2M	Buy	4,118 +23	+0.6%	+$6.72K	0.32%	18
2025 Q1	$1.28M	Buy	4,095 +24	+0.6%	+$7.5K	0.38%	17
2024 Q4	$1.18M	Buy	4,071 +23	+0.6%	+$6.67K	0.34%	20
2024 Q3	$1.23M	Buy	4,048 +28	+0.7%	+$8.53K	0.38%	19
2024 Q2	$1.02M	Buy	4,020 +26	+0.7%	+$6.63K	0.34%	20
2024 Q1	$1.13M	Buy	3,994 +23	+0.6%	+$6.49K	0.4%	17
2023 Q4	$1.18M	Buy	3,971 +221	+6%	+$65.5K	0.45%	16
2023 Q3	$988K	Buy	3,750 +220	+6%	+$58K	0.61%	16
2023 Q2	$1.05M	Buy	3,530 +18	+0.5%	+$5.37K	0.66%	16
2023 Q1	$982K	Buy	3,512 +218	+7%	+$61K	0.67%	15
2022 Q4	$868K	Buy	3,294 +18	+0.5%	+$4.74K	0.64%	15
2022 Q3	$756K	Buy	3,276 +17	+0.5%	+$3.92K	0.6%	14
2022 Q2	$805K	Buy	3,259 +18	+0.6%	+$4.45K	0.61%	14
2022 Q1	$801K	Buy	3,241 +19	+0.6%	+$4.7K	0.58%	13
2021 Q4	$864K	Buy	3,222 +266	+9%	+$71.3K	0.57%	15
2021 Q3	$713K	Buy	2,956 +15	+0.5%	+$3.62K	0.49%	17
2021 Q2	$679K	Buy	2,941 +16	+0.5%	+$3.69K	0.48%	18
2021 Q1	$656K	Buy	2,925 +16	+0.6%	+$3.59K	0.51%	14
2020 Q4	$624K	Buy	2,909 +256	+10%	+$54.9K	0.61%	13
2020 Q3	$582K	Buy	2,653 +23	+0.9%	+$5.05K	0.63%	12
2020 Q2	$485K	Sell	2,630 -116	-4%	-$21.4K	0.55%	15
2020 Q1	$454K	Buy	2,746 +20	+0.7%	+$3.31K	0.59%	11
2019 Q4	$539K	Buy	2,726 +14	+0.5%	+$2.77K	0.56%	16
2019 Q3	$582K	Buy	2,712 +13	+0.5%	+$2.79K	0.48%	14
2019 Q2	$561K	Sell	2,699 -38	-1%	-$7.9K	0.46%	12
2019 Q1	$520K	Buy	2,737 +14	+0.5%	+$2.66K	0.43%	12
2018 Q4	$483K	Buy	2,723 +14	+0.5%	+$2.48K	0.44%	12
2018 Q3	$453K	Sell	2,709 -76	-3%	-$12.7K	0.38%	14
2018 Q2	$436K	Buy	2,785 +103	+4%	+$16.1K	0.36%	14
2018 Q1	$419K	Buy	2,682 +14	+0.5%	+$2.19K	0.36%	16
2017 Q4	$462K	Buy	2,668 +12	+0.5%	+$2.08K	0.41%	15
2017 Q3	$416K	Buy	2,656 +13	+0.5%	+$2.04K	0.38%	17
2017 Q2	$405K	Sell	2,643 -88	-3%	-$13.5K	0.38%	17
2017 Q1	$354K	Buy	2,731 +146	+6%	+$18.9K	0.34%	17
2016 Q4	$315K	Buy	+2,585	New	+$315K	0.32%	16