Klingman & 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 | $1.59M | Buy |
5,437
+462
| +9% | +$135K | 0.09% | 88 |
|
|
2025
Q1 | $1.55M | Buy |
4,975
+748
| +18% | +$234K | 0.1% | 85 |
|
|
2024
Q4 | $1.23M | Buy |
4,227
+1
| +0% | +$290 | 0.08% | 90 |
|
|
2024
Q3 | $1.29M | Buy |
4,226
+1,403
| +50% | +$427K | 0.08% | 97 |
|
|
2024
Q2 | $719K | Buy |
2,823
+197
| +8% | +$50.2K | 0.05% | 113 |
|
|
2024
Q1 | $740K | Buy |
2,626
+127
| +5% | +$35.8K | 0.05% | 114 |
|
|
2023
Q4 | $741K | Sell |
2,499
-5
| -0.2% | -$1.48K | 0.05% | 113 |
|
|
2023
Q3 | $660K | Sell |
2,504
-81
| -3% | -$21.3K | 0.05% | 119 |
|
|
2023
Q2 | $771K | Buy |
2,585
+142
| +6% | +$42.4K | 0.06% | 105 |
|
|
2023
Q1 | $683K | Sell |
2,443
-3
| -0.1% | -$839 | 0.06% | 105 |
|
|
2022
Q4 | $645K | Sell |
2,446
-3
| -0.1% | -$791 | 0.06% | 101 |
|
|
2022
Q3 | $565K | Buy |
2,449
+31
| +1% | +$7.15K | 0.06% | 99 |
|
|
2022
Q2 | $597K | Sell |
2,418
-150
| -6% | -$37K | 0.06% | 96 |
|
|
2022
Q1 | $635K | Buy |
2,568
+1,680
| +189% | +$415K | 0.05% | 98 |
|
|
2021
Q4 | $238K | Hold |
888
| – | – | 0.02% | 166 |
|
|
2021
Q3 | $214K | Buy |
+888
| New | +$214K | 0.02% | 163 |
|
|
2021
Q2 | – | Sell |
-1,172
| Closed | -$263K | – | 169 |
|
|
2021
Q1 | $263K | Buy |
+1,172
| New | +$263K | 0.03% | 143 |
|
|
2016
Q4 | – | Sell |
-765
| Closed | -$88K | – | 227 |
|
|
2016
Q3 | $88K | Hold |
765
| – | – | 0.03% | 146 |
|
|
2016
Q2 | $92K | Hold |
765
| – | – | 0.03% | 145 |
|
|
2016
Q1 | $96K | Hold |
765
| – | – | 0.03% | 145 |
|
|
2015
Q4 | $90K | Hold |
765
| – | – | 0.03% | 170 |
|
|
2015
Q3 | $75K | Hold |
765
| – | – | 0.03% | 184 |
|
|
2015
Q2 | $73K | Hold |
765
| – | – | 0.03% | 162 |
|
|
2015
Q1 | $75K | Hold |
765
| – | – | 0.03% | 150 |
|
|
2014
Q4 | $71K | Buy |
+765
| New | +$71K | 0.03% | 153 |
|