KFP
Keystone Financial Planning’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Hold |
8,560
| – | – | 0.76% | 25 |
|
|
2025
Q1 | $2.67M | Hold |
8,560
| – | – | 0.8% | 24 |
|
|
2024
Q4 | $2.48M | Hold |
8,560
| – | – | 0.77% | 26 |
|
|
2024
Q3 | $2.61M | Hold |
8,560
| – | – | 0.79% | 25 |
|
|
2024
Q2 | $2.18M | Sell |
8,560
-53
| -0.6% | -$13.5K | 0.72% | 28 |
|
|
2024
Q1 | $2.43M | Sell |
8,613
-800
| -8% | -$226K | 0.79% | 28 |
|
|
2023
Q4 | $2.79M | Buy |
9,413
+114
| +1% | +$33.8K | 0.92% | 27 |
|
|
2023
Q3 | $2.45M | Sell |
9,299
-41
| -0.4% | -$10.8K | 0.86% | 27 |
|
|
2023
Q2 | $2.79M | Sell |
9,340
-20
| -0.2% | -$5.97K | 0.93% | 26 |
|
|
2023
Q1 | $2.62M | Sell |
9,360
-431
| -4% | -$121K | 0.89% | 28 |
|
|
2022
Q4 | $2.58M | Sell |
9,791
-78
| -0.8% | -$20.6K | 0.87% | 30 |
|
|
2022
Q3 | $2.28M | Buy |
9,869
+187
| +2% | +$43.1K | 0.88% | 30 |
|
|
2022
Q2 | $2.39M | Sell |
9,682
-225
| -2% | -$55.5K | 0.84% | 33 |
|
|
2022
Q1 | $2.45M | Sell |
9,907
-143
| -1% | -$35.4K | 0.82% | 33 |
|
|
2021
Q4 | $2.69M | Sell |
10,050
-187
| -2% | -$50.1K | 0.92% | 31 |
|
|
2021
Q3 | $2.47M | Hold |
10,237
| – | – | 0.9% | 29 |
|
|
2021
Q2 | $2.37M | Sell |
10,237
-257
| -2% | -$59.4K | 0.86% | 26 |
|
|
2021
Q1 | $2.35M | Sell |
10,494
-4
| -0% | -$897 | 0.88% | 26 |
|
|
2020
Q4 | $2.25M | Sell |
10,498
-9
| -0.1% | -$1.93K | 0.93% | 25 |
|
|
2020
Q3 | $2.31M | Sell |
10,507
-270
| -3% | -$59.3K | 1.11% | 25 |
|
|
2020
Q2 | $1.99M | Hold |
10,777
| – | – | 0.98% | 31 |
|
|
2020
Q1 | $1.78M | Sell |
10,777
-34
| -0.3% | -$5.62K | 1.02% | 31 |
|
|
2019
Q4 | $2.14M | Hold |
10,811
| – | – | 0.95% | 38 |
|
|
2019
Q3 | $2.32M | Sell |
10,811
-783
| -7% | -$168K | 1.11% | 35 |
|
|
2019
Q2 | $2.41M | Sell |
11,594
-502
| -4% | -$104K | 1.18% | 33 |
|
|
2019
Q1 | $2.3M | Hold |
12,096
| – | – | 1.13% | 32 |
|
|
2018
Q4 | $2.15M | Hold |
12,096
| – | – | 1.2% | 31 |
|
|
2018
Q3 | $2.02M | Hold |
12,096
| – | – | 1.03% | 34 |
|
|
2018
Q2 | $1.9M | Sell |
12,096
-159
| -1% | -$24.9K | 1.04% | 33 |
|
|
2018
Q1 | $1.92M | Sell |
12,255
-40
| -0.3% | -$6.26K | 1.07% | 34 |
|
|
2017
Q4 | $2.12M | Hold |
12,295
| – | – | 1.13% | 33 |
|
|
2017
Q3 | $1.93M | Hold |
12,295
| – | – | 1.09% | 32 |
|
|
2017
Q2 | $1.88M | Buy |
12,295
+7
| +0.1% | +$1.07K | 1.14% | 33 |
|
|
2017
Q1 | $1.59M | Hold |
12,288
| – | – | 0.99% | 33 |
|
|
2016
Q4 | $1.5M | Hold |
12,288
| – | – | 0.98% | 32 |
|
|
2016
Q3 | $1.42M | Sell |
12,288
-23
| -0.2% | -$2.65K | 0.93% | 34 |
|
|
2016
Q2 | $1.48M | Sell |
12,311
-17
| -0.1% | -$2.05K | 1% | 31 |
|
|
2016
Q1 | $1.55M | Sell |
12,328
-33,383
| -73% | -$4.19M | 1.11% | 32 |
|
|
2015
Q4 | $5.4M | Sell |
45,711
-1,403
| -3% | -$166K | 4.09% | 4 |
|
|
2015
Q3 | $4.64M | Sell |
47,114
-1,508
| -3% | -$149K | 3.75% | 6 |
|
|
2015
Q2 | $4.62M | Sell |
48,622
-238
| -0.5% | -$22.6K | 3.54% | 11 |
|
|
2015
Q1 | $4.76M | Buy |
48,860
+834
| +2% | +$81.3K | 3.62% | 10 |
|
|
2014
Q4 | $4.5M | Buy |
48,026
+489
| +1% | +$45.8K | 3.32% | 14 |
|
|
2014
Q3 | $4.51M | Buy |
47,537
+1,458
| +3% | +$138K | 3.4% | 15 |
|
|
2014
Q2 | $4.64M | Buy |
46,079
+574
| +1% | +$57.8K | 3.5% | 13 |
|
|
2014
Q1 | $4.46M | Buy |
45,505
+4,746
| +12% | +$465K | 3.45% | 12 |
|
|
2013
Q4 | $3.96M | Buy |
+40,759
| New | +$3.96M | 3.16% | 16 |
|