Kelly Lawrence W & Associates’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Hold |
797
| – | – | 0.06% | 73 |
|
|
2025
Q1 | $249K | Hold |
797
| – | – | 0.06% | 72 |
|
|
2024
Q4 | $231K | Sell |
797
-430
| -35% | -$125K | 0.05% | 79 |
|
|
2024
Q3 | $374K | Sell |
1,227
-90
| -7% | -$27.4K | 0.08% | 68 |
|
|
2024
Q2 | $336K | Sell |
1,317
-573
| -30% | -$146K | 0.08% | 69 |
|
|
2024
Q1 | $533K | Hold |
1,890
| – | – | 0.12% | 54 |
|
|
2023
Q4 | $561K | Sell |
1,890
-200
| -10% | -$59.3K | 0.13% | 54 |
|
|
2023
Q3 | $551K | Buy |
2,090
+233
| +13% | +$61.4K | 0.15% | 52 |
|
|
2023
Q2 | $544K | Sell |
1,857
-765
| -29% | -$224K | 0.14% | 53 |
|
|
2023
Q1 | $733K | Buy |
2,622
+397
| +18% | +$111K | 0.2% | 45 |
|
|
2022
Q4 | $586K | Hold |
2,225
| – | – | 0.17% | 51 |
|
|
2022
Q3 | $513K | Hold |
2,225
| – | – | 0.14% | 58 |
|
|
2022
Q2 | $549K | Hold |
2,225
| – | – | 0.15% | 54 |
|
|
2022
Q1 | $550K | Hold |
2,225
| – | – | 0.12% | 54 |
|
|
2021
Q4 | $597K | Hold |
2,225
| – | – | 0.12% | 54 |
|
|
2021
Q3 | $536K | Hold |
2,225
| – | – | 0.11% | 55 |
|
|
2021
Q2 | $514K | Hold |
2,225
| – | – | 0.11% | 56 |
|
|
2021
Q1 | $498K | Buy |
2,225
+1,625
| +271% | +$364K | 0.12% | 58 |
|
|
2020
Q4 | $129K | Sell |
600
-1,875
| -76% | -$403K | 0.05% | 56 |
|
|
2020
Q3 | $543K | Hold |
2,475
| – | – | 0.16% | 46 |
|
|
2020
Q2 | $456K | Hold |
2,475
| – | – | 0.09% | 50 |
|
|
2020
Q1 | $409K | Hold |
2,475
| – | – | 0.1% | 52 |
|
|
2019
Q4 | $489K | Hold |
2,475
| – | – | 0.08% | 61 |
|
|
2019
Q3 | $531K | Hold |
2,475
| – | – | 0.09% | 58 |
|
|
2019
Q2 | $514K | Hold |
2,475
| – | – | 0.09% | 59 |
|
|
2019
Q1 | $470K | Sell |
2,475
-412
| -14% | -$78.2K | 0.08% | 61 |
|
|
2018
Q4 | $512K | Sell |
2,887
-412
| -12% | -$73.1K | 0.11% | 57 |
|
|
2018
Q3 | $552K | Buy |
3,299
+412
| +14% | +$68.9K | 0.09% | 64 |
|
|
2018
Q2 | $453K | Hold |
2,887
| – | – | 0.08% | 66 |
|
|
2018
Q1 | $451K | Sell |
2,887
-300
| -9% | -$46.9K | 0.09% | 66 |
|
|
2017
Q4 | $548K | Hold |
3,187
| – | – | 0.1% | 65 |
|
|
2017
Q3 | $500K | Hold |
3,187
| – | – | 0.1% | 64 |
|
|
2017
Q2 | $488K | Hold |
3,187
| – | – | 0.1% | 65 |
|
|
2017
Q1 | $413K | Sell |
3,187
-87
| -3% | -$11.3K | 0.09% | 65 |
|
|
2016
Q4 | $399K | Sell |
3,274
-1,176
| -26% | -$143K | 0.09% | 65 |
|
|
2016
Q3 | $514K | Sell |
4,450
-6,300
| -59% | -$728K | 0.11% | 64 |
|
|
2016
Q2 | $1.29M | Hold |
10,750
| – | – | 0.3% | 47 |
|
|
2016
Q1 | $1.35M | Hold |
10,750
| – | – | 0.34% | 42 |
|
|
2015
Q4 | $1.27M | Sell |
10,750
-4,400
| -29% | -$520K | 0.29% | 42 |
|
|
2015
Q3 | $1.49M | Buy |
15,150
+3,700
| +32% | +$365K | 0.35% | 42 |
|
|
2015
Q2 | $1.09M | Buy |
11,450
+4,200
| +58% | +$399K | 0.22% | 47 |
|
|
2015
Q1 | $707K | Sell |
7,250
-2,050
| -22% | -$200K | 0.15% | 51 |
|
|
2014
Q4 | $871K | Sell |
9,300
-300
| -3% | -$28.1K | 0.18% | 48 |
|
|
2014
Q3 | $911K | Hold |
9,600
| – | – | 0.19% | 48 |
|
|
2014
Q2 | $967K | Sell |
9,600
-50
| -0.5% | -$5.04K | 0.21% | 47 |
|
|
2014
Q1 | $946K | Sell |
9,650
-2,475
| -20% | -$243K | 0.22% | 46 |
|
|
2013
Q4 | $1.18M | Sell |
12,125
-850
| -7% | -$82.4K | 0.26% | 44 |
|
|
2013
Q3 | $1.25M | Sell |
12,975
-50
| -0.4% | -$4.81K | 0.3% | 43 |
|
|
2013
Q2 | $1.29M | Buy |
+13,025
| New | +$1.29M | 0.33% | 42 |
|