Karpas Strategies’s McDonald's MCD Stock Holding History

Karpas Strategies’s Portfolio MCD Stock Details MCD Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$642K	Buy	2,519 +13	+0.5%	+$3.31K	0.2%	71
2024 Q1	$707K	Buy	2,506 +12	+0.5%	+$3.38K	0.22%	68
2023 Q4	$740K	Buy	2,494 +11	+0.4%	+$3.26K	0.24%	66
2023 Q3	$654K	Sell	2,483 -403	-14%	-$106K	0.24%	67
2023 Q2	$861K	Buy	2,886 +12	+0.4%	+$3.58K	0.29%	64
2023 Q1	$804K	Sell	2,874 -12	-0.4%	-$3.36K	0.28%	68
2022 Q4	$761K	Buy	2,886 +13	+0.5%	+$3.43K	0.27%	67
2022 Q3	$663K	Sell	2,873 -18	-0.6%	-$4.15K	0.25%	67
2022 Q2	$714K	Buy	2,891 +13	+0.5%	+$3.21K	0.25%	68
2022 Q1	$712K	Buy	2,878 +13	+0.5%	+$3.22K	0.22%	73
2021 Q4	$768K	Hold	2,865	–	–	0.25%	69
2021 Q3	$714K	Sell	2,865 -60	-2%	-$15K	0.24%	68
2021 Q2	$676K	Hold	2,925	–	–	0.24%	68
2021 Q1	$656K	Hold	2,925	–	–	0.25%	66
2020 Q4	$628K	Hold	2,925	–	–	0.25%	73
2020 Q3	$642K	Sell	2,925 -250	-8%	-$54.9K	0.3%	63
2020 Q2	$586K	Hold	3,175	–	–	0.28%	65
2020 Q1	$525K	Sell	3,175 -250	-7%	-$41.3K	0.28%	63
2019 Q4	$677K	Hold	3,425	–	–	0.25%	70
2019 Q3	$735K	Hold	3,425	–	–	0.3%	64
2019 Q2	$711K	Hold	3,425	–	–	0.3%	66
2019 Q1	$650K	Hold	3,425	–	–	0.27%	68
2018 Q4	$608K	Hold	3,425	–	–	0.28%	65
2018 Q3	$573K	Hold	3,425	–	–	0.24%	71
2018 Q2	$537K	Hold	3,425	–	–	0.23%	73
2018 Q1	$536K	Sell	3,425 -75	-2%	-$11.7K	0.23%	73
2017 Q4	$602K	Sell	3,500 -750	-18%	-$129K	0.26%	72
2017 Q3	$666K	Hold	4,250	–	–	0.29%	68
2017 Q2	$651K	Sell	4,250 -150	-3%	-$23K	0.29%	65
2017 Q1	$570K	Sell	4,400 -150	-3%	-$19.4K	0.26%	72
2016 Q4	$554K	Hold	4,550	–	–	0.26%	69
2016 Q3	$525K	Hold	4,550	–	–	0.26%	71
2016 Q2	$548K	Hold	4,550	–	–	0.27%	69
2016 Q1	$572K	Hold	4,550	–	–	0.3%	65
2015 Q4	$538K	Hold	4,550	–	–	0.28%	65
2015 Q3	$448K	Hold	4,550	–	–	0.25%	75
2015 Q2	$433K	Hold	4,550	–	–	0.22%	81
2015 Q1	$443K	Hold	4,550	–	–	0.21%	81
2014 Q4	$426K	Hold	4,550	–	–	0.2%	82
2014 Q3	$431K	Hold	4,550	–	–	0.22%	82
2014 Q2	$458K	Hold	4,550	–	–	0.23%	78
2014 Q1	$446K	Hold	4,550	–	–	0.24%	75
2013 Q4	$441K	Hold	4,550	–	–	0.24%	73
2013 Q3	$438K	Hold	4,550	–	–	0.26%	72
2013 Q2	$450K	Buy	+4,550	New	+$450K	0.28%	71