KIA
KCM Investment Advisors’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.3M | Sell |
76,337
-204
| -0.3% | -$59.6K | 0.75% | 39 |
|
2025
Q1 | $23.9M | Sell |
76,541
-2,993
| -4% | -$935K | 0.86% | 36 |
|
2024
Q4 | $23.1M | Buy |
79,534
+1,033
| +1% | +$299K | 0.79% | 37 |
|
2024
Q3 | $23.9M | Sell |
78,501
-573
| -0.7% | -$174K | 0.81% | 38 |
|
2024
Q2 | $20.2M | Buy |
79,074
+2,600
| +3% | +$663K | 0.72% | 39 |
|
2024
Q1 | $21.6M | Sell |
76,474
-829
| -1% | -$234K | 0.8% | 38 |
|
2023
Q4 | $22.9M | Sell |
77,303
-2,465
| -3% | -$731K | 0.91% | 33 |
|
2023
Q3 | $21M | Sell |
79,768
-1,903
| -2% | -$501K | 0.91% | 34 |
|
2023
Q2 | $24.4M | Sell |
81,671
-4,452
| -5% | -$1.33M | 0.98% | 31 |
|
2023
Q1 | $24.1M | Sell |
86,123
-119
| -0.1% | -$33.3K | 0.98% | 28 |
|
2022
Q4 | $22.7M | Sell |
86,242
-2,104
| -2% | -$554K | 0.98% | 31 |
|
2022
Q3 | $20.4M | Buy |
88,346
+1,084
| +1% | +$250K | 0.94% | 30 |
|
2022
Q2 | $21.5M | Buy |
87,262
+57
| +0.1% | +$14.1K | 0.94% | 31 |
|
2022
Q1 | $21.6M | Sell |
87,205
-530
| -0.6% | -$131K | 0.79% | 39 |
|
2021
Q4 | $23.5M | Sell |
87,735
-1,745
| -2% | -$468K | 0.82% | 40 |
|
2021
Q3 | $21.6M | Sell |
89,480
-174
| -0.2% | -$42K | 0.86% | 38 |
|
2021
Q2 | $20.7M | Sell |
89,654
-394
| -0.4% | -$91K | 0.84% | 37 |
|
2021
Q1 | $20.2M | Sell |
90,048
-848
| -0.9% | -$190K | 0.89% | 34 |
|
2020
Q4 | $19.5M | Sell |
90,896
-763
| -0.8% | -$164K | 0.94% | 33 |
|
2020
Q3 | $20.1M | Sell |
91,659
-1,793
| -2% | -$394K | 1.12% | 26 |
|
2020
Q2 | $17.2M | Sell |
93,452
-296
| -0.3% | -$54.6K | 0.97% | 33 |
|
2020
Q1 | $15.5M | Buy |
93,748
+3,128
| +3% | +$517K | 1.05% | 29 |
|
2019
Q4 | $17.9M | Buy |
90,620
+3,279
| +4% | +$648K | 0.97% | 32 |
|
2019
Q3 | $18.8M | Sell |
87,341
-2,008
| -2% | -$431K | 1.09% | 30 |
|
2019
Q2 | $18.6M | Sell |
89,349
-656
| -0.7% | -$136K | 1.11% | 28 |
|
2019
Q1 | $17.1M | Buy |
90,005
+581
| +0.6% | +$110K | 1.11% | 28 |
|
2018
Q4 | $15.9M | Buy |
89,424
+39
| +0% | +$6.93K | 1.05% | 26 |
|
2018
Q3 | $15M | Sell |
89,385
-3,803
| -4% | -$636K | 0.86% | 30 |
|
2018
Q2 | $14.6M | Sell |
93,188
-2,407
| -3% | -$377K | 0.9% | 27 |
|
2018
Q1 | $14.9M | Sell |
95,595
-1,162
| -1% | -$182K | 0.91% | 27 |
|
2017
Q4 | $16.7M | Sell |
96,757
-513
| -0.5% | -$88.3K | 0.97% | 25 |
|
2017
Q3 | $15.2M | Sell |
97,270
-661
| -0.7% | -$104K | 0.93% | 23 |
|
2017
Q2 | $15M | Sell |
97,931
-1,009
| -1% | -$155K | 0.94% | 23 |
|
2017
Q1 | $12.8M | Sell |
98,940
-488
| -0.5% | -$63.3K | 0.82% | 27 |
|
2016
Q4 | $12.1M | Buy |
99,428
+1,488
| +2% | +$181K | 0.81% | 25 |
|
2016
Q3 | $11.3M | Buy |
97,940
+949
| +1% | +$109K | 0.77% | 29 |
|
2016
Q2 | $11.7M | Buy |
96,991
+300
| +0.3% | +$36.1K | 0.82% | 26 |
|
2016
Q1 | $12.2M | Sell |
96,691
-352
| -0.4% | -$44.2K | 0.89% | 21 |
|
2015
Q4 | $11.5M | Sell |
97,043
-3,467
| -3% | -$410K | 0.91% | 19 |
|
2015
Q3 | $9.9M | Buy |
100,510
+4
| +0% | +$394 | 0.82% | 23 |
|
2015
Q2 | $9.56M | Sell |
100,506
-2,203
| -2% | -$209K | 0.76% | 27 |
|
2015
Q1 | $10M | Sell |
102,709
-2,364
| -2% | -$230K | 0.8% | 22 |
|
2014
Q4 | $9.85M | Sell |
105,073
-4,770
| -4% | -$447K | 0.83% | 21 |
|
2014
Q3 | $10.4M | Sell |
109,843
-7,021
| -6% | -$666K | 0.95% | 15 |
|
2014
Q2 | $11.8M | Buy |
116,864
+3,031
| +3% | +$305K | 1.1% | 12 |
|
2014
Q1 | $11.2M | Buy |
113,833
+588
| +0.5% | +$57.6K | 1.15% | 13 |
|
2013
Q4 | $11M | Buy |
113,245
+1,198
| +1% | +$116K | 1.2% | 13 |
|
2013
Q3 | $10.8M | Sell |
112,047
-7,017
| -6% | -$675K | 1.29% | 11 |
|
2013
Q2 | $11.8M | Buy |
+119,064
| New | +$11.8M | 1.42% | 8 |
|