KLCM Advisors’s McDonald's MCD Stock Holding History

KLCM Advisors’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$784K	Sell	2,682 -1,971	-42%	-$576K	0.08%	97
2025 Q1	$1.45M	Buy	4,653 +969	+26%	+$303K	0.17%	67
2024 Q4	$1.07M	Buy	3,684 +665	+22%	+$193K	0.12%	77
2024 Q3	$919K	Buy	3,019 +19	+0.6%	+$5.79K	0.11%	82
2024 Q2	$764K	Sell	3,000 -550	-15%	-$140K	0.09%	84
2024 Q1	$1M	Sell	3,550 -210	-6%	-$59.2K	0.13%	74
2023 Q4	$1.11M	Sell	3,760 -325	-8%	-$96.4K	0.17%	62
2023 Q3	$1.08M	Buy	4,085 +275	+7%	+$72.4K	0.2%	59
2023 Q2	$1.14M	Buy	3,810 +204	+6%	+$60.9K	0.22%	57
2023 Q1	$1.01M	Sell	3,606 -512	-12%	-$143K	0.2%	58
2022 Q4	$1.09M	Sell	4,118 -2	-0%	-$527	0.22%	55
2022 Q3	$951K	Sell	4,120 -95	-2%	-$21.9K	0.22%	56
2022 Q2	$1.04M	Sell	4,215 -90	-2%	-$22.2K	0.23%	54
2022 Q1	$1.07M	Buy	4,305 +500	+13%	+$124K	0.23%	50
2021 Q4	$1.02M	Hold	3,805	–	–	0.22%	50
2021 Q3	$917K	Hold	3,805	–	–	0.2%	53
2021 Q2	$879K	Buy	3,805 +28	+0.7%	+$6.47K	0.19%	50
2021 Q1	$847K	Hold	3,777	–	–	0.19%	52
2020 Q4	$811K	Sell	3,777 -152	-4%	-$32.6K	0.2%	53
2020 Q3	$862K	Sell	3,929 -283	-7%	-$62.1K	0.25%	51
2020 Q2	$777K	Hold	4,212	–	–	0.22%	53
2020 Q1	$696K	Buy	4,212 +6	+0.1%	+$991	0.22%	52
2019 Q4	$831K	Sell	4,206 -116	-3%	-$22.9K	0.18%	49
2019 Q3	$928K	Hold	4,322	–	–	0.24%	42
2019 Q2	$898K	Sell	4,322 -267	-6%	-$55.5K	0.22%	44
2019 Q1	$871K	Buy	4,589 +86	+2%	+$16.3K	0.21%	46
2018 Q4	$800K	Hold	4,503	–	–	0.23%	47
2018 Q3	$753K	Buy	4,503 +44	+1%	+$7.36K	0.19%	49
2018 Q2	$699K	Buy	4,459 +263	+6%	+$41.2K	0.18%	46
2018 Q1	$656K	Buy	4,196 +100	+2%	+$15.6K	0.18%	44
2017 Q4	$705K	Buy	4,096 +400	+11%	+$68.8K	0.17%	46
2017 Q3	$579K	Buy	3,696 +208	+6%	+$32.6K	0.15%	49
2017 Q2	$534K	Sell	3,488 -75	-2%	-$11.5K	0.15%	48
2017 Q1	$462K	Sell	3,563 -69	-2%	-$8.95K	0.13%	45
2016 Q4	$442K	Buy	3,632 +660	+22%	+$80.3K	0.13%	46
2016 Q3	$343K	Sell	2,972 -425	-13%	-$49K	0.11%	56
2016 Q2	$409K	Buy	3,397 +325	+11%	+$39.1K	0.14%	50
2016 Q1	$386K	Buy	3,072 +700	+30%	+$88K	0.13%	50
2015 Q4	$280K	Sell	2,372 -450	-16%	-$53.1K	0.1%	51
2015 Q3	$278K	Sell	2,822 -4,931	-64%	-$486K	0.1%	50
2015 Q2	$737K	Buy	7,753 +2,631	+51%	+$250K	0.19%	37
2015 Q1	$499K	Hold	5,122	–	–	0.14%	43
2014 Q4	$480K	Sell	5,122 -2,150	-30%	-$201K	0.12%	44
2014 Q3	$689K	Sell	7,272 -2,189	-23%	-$207K	0.18%	35
2014 Q2	$953K	Hold	9,461	–	–	0.22%	33
2014 Q1	$927K	Buy	9,461 +39	+0.4%	+$3.82K	0.25%	31
2013 Q4	$914K	Hold	9,422	–	–	0.25%	31
2013 Q3	$906K	Hold	9,422	–	–	0.26%	31
2013 Q2	$933K	Buy	+9,422	New	+$933K	0.29%	30