JIC
Joel Isaacson & Co’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Sell |
9,425
-88
| -0.9% | -$25.7K | 0.11% | 86 |
|
|
2025
Q1 | $2.97M | Sell |
9,513
-49
| -0.5% | -$15.3K | 0.13% | 70 |
|
|
2024
Q4 | $2.77M | Buy |
9,562
+572
| +6% | +$166K | 0.12% | 76 |
|
|
2024
Q3 | $2.74M | Sell |
8,990
-501
| -5% | -$153K | 0.13% | 73 |
|
|
2024
Q2 | $2.42M | Sell |
9,491
-560
| -6% | -$143K | 0.13% | 74 |
|
|
2024
Q1 | $2.83M | Sell |
10,051
-441
| -4% | -$124K | 0.16% | 65 |
|
|
2023
Q4 | $3.11M | Buy |
10,492
+40
| +0.4% | +$11.9K | 0.19% | 51 |
|
|
2023
Q3 | $2.75M | Buy |
10,452
+2
| +0% | +$527 | 0.19% | 51 |
|
|
2023
Q2 | $3.12M | Buy |
10,450
+29
| +0.3% | +$8.65K | 0.21% | 49 |
|
|
2023
Q1 | $2.91M | Buy |
10,421
+73
| +0.7% | +$20.4K | 0.21% | 51 |
|
|
2022
Q4 | $2.73M | Buy |
10,348
+1,066
| +11% | +$281K | 0.21% | 52 |
|
|
2022
Q3 | $2.14M | Buy |
9,282
+396
| +4% | +$91.4K | 0.19% | 60 |
|
|
2022
Q2 | $2.19M | Buy |
8,886
+4
| +0% | +$988 | 0.18% | 57 |
|
|
2022
Q1 | $2.23M | Buy |
8,882
+2
| +0% | +$502 | 0.16% | 62 |
|
|
2021
Q4 | $2.38M | Buy |
8,880
+1
| +0% | +$268 | 0.16% | 60 |
|
|
2021
Q3 | $2.14M | Buy |
8,879
+2,290
| +35% | +$552K | 0.16% | 62 |
|
|
2021
Q2 | $1.52M | Buy |
6,589
+1
| +0% | +$231 | 0.12% | 78 |
|
|
2021
Q1 | $1.48M | Sell |
6,588
-492
| -7% | -$110K | 0.13% | 74 |
|
|
2020
Q4 | $1.52M | Buy |
7,080
+33
| +0.5% | +$7.08K | 0.15% | 68 |
|
|
2020
Q3 | $1.55M | Buy |
7,047
+1,130
| +19% | +$248K | 0.2% | 54 |
|
|
2020
Q2 | $1.09M | Buy |
5,917
+98
| +2% | +$18.1K | 0.16% | 72 |
|
|
2020
Q1 | $962K | Sell |
5,819
-112
| -2% | -$18.5K | 0.17% | 65 |
|
|
2019
Q4 | $1.17M | Hold |
5,931
| – | – | 0.15% | 63 |
|
|
2019
Q3 | $1.27M | Sell |
5,931
-17
| -0.3% | -$3.65K | 0.18% | 54 |
|
|
2019
Q2 | $1.24M | Buy |
5,948
+596
| +11% | +$124K | 0.18% | 61 |
|
|
2019
Q1 | $1.02M | Sell |
5,352
-1,556
| -23% | -$295K | 0.15% | 82 |
|
|
2018
Q4 | $1.26M | Buy |
6,908
+2,009
| +41% | +$366K | 0.2% | 58 |
|
|
2018
Q3 | $820K | Hold |
4,899
| – | – | 0.13% | 81 |
|
|
2018
Q2 | $768K | Hold |
4,899
| – | – | 0.13% | 85 |
|
|
2018
Q1 | $766K | Hold |
4,899
| – | – | 0.13% | 82 |
|
|
2017
Q4 | $843K | Hold |
4,899
| – | – | 0.15% | 72 |
|
|
2017
Q3 | $768K | Hold |
4,899
| – | – | 0.14% | 75 |
|
|
2017
Q2 | $750K | Hold |
4,899
| – | – | 0.14% | 67 |
|
|
2017
Q1 | $635K | Sell |
4,899
-41
| -0.8% | -$5.31K | 0.12% | 77 |
|
|
2016
Q4 | $601K | Hold |
4,940
| – | – | 0.12% | 74 |
|
|
2016
Q3 | $570K | Hold |
4,940
| – | – | 0.12% | 78 |
|
|
2016
Q2 | $594K | Hold |
4,940
| – | – | 0.13% | 74 |
|
|
2016
Q1 | $621K | Hold |
4,940
| – | – | 0.14% | 73 |
|
|
2015
Q4 | $584K | Sell |
4,940
-52
| -1% | -$6.15K | 0.14% | 70 |
|
|
2015
Q3 | $492K | Buy |
4,992
+52
| +1% | +$5.13K | 0.13% | 69 |
|
|
2015
Q2 | $470K | Hold |
4,940
| – | – | 0.12% | 86 |
|
|
2015
Q1 | $481K | Buy |
4,940
+52
| +1% | +$5.06K | 0.12% | 87 |
|
|
2014
Q4 | $458K | Buy |
4,888
+279
| +6% | +$26.1K | 0.12% | 78 |
|
|
2014
Q3 | $437K | Sell |
4,609
-900
| -16% | -$85.3K | 0.13% | 70 |
|
|
2014
Q2 | $555K | Sell |
5,509
-300
| -5% | -$30.2K | 0.17% | 61 |
|
|
2014
Q1 | $569K | Sell |
5,809
-109
| -2% | -$10.7K | 0.19% | 59 |
|
|
2013
Q4 | $574K | Buy |
5,918
+91
| +2% | +$8.83K | 0.21% | 53 |
|
|
2013
Q3 | $561K | Sell |
5,827
-134
| -2% | -$12.9K | 0.23% | 51 |
|
|
2013
Q2 | $590K | Buy |
+5,961
| New | +$590K | 0.28% | 46 |
|