KFS
Kelly Financial Services’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
1,148
-5
| -0.4% | -$1.46K | 0.1% | 78 |
|
|
2025
Q1 | $360K | Buy |
1,153
+2
| +0.2% | +$625 | 0.13% | 70 |
|
|
2024
Q4 | $334K | Sell |
1,151
-94
| -8% | -$27.3K | 0.12% | 76 |
|
|
2024
Q3 | $379K | Sell |
1,245
-45
| -3% | -$13.7K | 0.14% | 76 |
|
|
2024
Q2 | $329K | Sell |
1,290
-135
| -9% | -$34.4K | 0.12% | 79 |
|
|
2024
Q1 | $402K | Buy |
1,425
+4
| +0.3% | +$1.13K | 0.15% | 75 |
|
|
2023
Q4 | $421K | Buy |
1,421
+5
| +0.4% | +$1.48K | 0.17% | 68 |
|
|
2023
Q3 | $373K | Buy |
1,416
+4
| +0.3% | +$1.05K | 0.17% | 65 |
|
|
2023
Q2 | $421K | Buy |
1,412
+4
| +0.3% | +$1.19K | 0.2% | 59 |
|
|
2023
Q1 | $394K | Buy |
1,408
+4
| +0.3% | +$1.12K | 0.2% | 55 |
|
|
2022
Q4 | $370K | Buy |
1,404
+4
| +0.3% | +$1.05K | 0.19% | 60 |
|
|
2022
Q3 | $323K | Buy |
1,400
+4
| +0.3% | +$923 | 0.19% | 57 |
|
|
2022
Q2 | $345K | Buy |
1,396
+4
| +0.3% | +$988 | 0.18% | 62 |
|
|
2022
Q1 | $344K | Buy |
1,392
+5
| +0.4% | +$1.24K | 0.16% | 59 |
|
|
2021
Q4 | $372K | Buy |
1,387
+3
| +0.2% | +$804 | 0.17% | 48 |
|
|
2021
Q3 | $334K | Sell |
1,384
-317,295
| -100% | -$76.5M | 0.19% | 45 |
|
|
2021
Q2 | $1.38M | Buy |
318,679
+317,303
| +23,060% | +$1.37M | 0.05% | 96 |
|
|
2021
Q1 | $308K | Buy |
1,376
+5
| +0.4% | +$1.12K | 0.19% | 34 |
|
|
2020
Q4 | $294K | Buy |
1,371
+328
| +31% | +$70.4K | 0.2% | 24 |
|
|
2020
Q3 | $229K | Buy |
1,043
+2
| +0.2% | +$439 | 0.16% | 24 |
|
|
2020
Q2 | $192K | Buy |
1,041
+3
| +0.3% | +$553 | 0.15% | 30 |
|
|
2020
Q1 | $172K | Buy |
1,038
+2
| +0.2% | +$331 | 0.21% | 23 |
|
|
2019
Q4 | $205K | Buy |
1,036
+1
| +0.1% | +$198 | 0.16% | 27 |
|
|
2019
Q3 | $222K | Buy |
1,035
+1
| +0.1% | +$215 | 0.2% | 25 |
|
|
2019
Q2 | $215K | Buy |
1,034
+1
| +0.1% | +$208 | 0.2% | 24 |
|
|
2019
Q1 | $196K | Buy |
+1,033
| New | +$196K | 0.22% | 25 |
|