Lafayette Investments’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 | $1.82M | Sell |
6,239
-301
| -5% | -$87.9K | 0.37% | 54 |
|
|
2025
Q1 | $2.04M | Sell |
6,540
-157
| -2% | -$49K | 0.43% | 52 |
|
|
2024
Q4 | $1.94M | Buy |
6,697
+463
| +7% | +$134K | 0.42% | 53 |
|
|
2024
Q3 | $1.9M | Buy |
6,234
+141
| +2% | +$42.9K | 0.4% | 55 |
|
|
2024
Q2 | $1.55M | Buy |
6,093
+1,764
| +41% | +$450K | 0.35% | 57 |
|
|
2024
Q1 | $1.22M | Buy |
4,329
+1,082
| +33% | +$305K | 0.27% | 60 |
|
|
2023
Q4 | $963K | Buy |
3,247
+116
| +4% | +$34.4K | 0.24% | 64 |
|
|
2023
Q3 | $825K | Buy |
3,131
+74
| +2% | +$19.5K | 0.22% | 65 |
|
|
2023
Q2 | $912K | Sell |
3,057
-200
| -6% | -$59.7K | 0.24% | 65 |
|
|
2023
Q1 | $911K | Hold |
3,257
| – | – | 0.25% | 64 |
|
|
2022
Q4 | $858K | Hold |
3,257
| – | – | 0.24% | 66 |
|
|
2022
Q3 | $752K | Sell |
3,257
-200
| -6% | -$46.2K | 0.23% | 65 |
|
|
2022
Q2 | $853K | Sell |
3,457
-500
| -13% | -$123K | 0.25% | 66 |
|
|
2022
Q1 | $978K | Sell |
3,957
-250
| -6% | -$61.8K | 0.24% | 65 |
|
|
2021
Q4 | $1.13M | Sell |
4,207
-250
| -6% | -$67K | 0.28% | 64 |
|
|
2021
Q3 | $1.08M | Hold |
4,457
| – | – | 0.29% | 64 |
|
|
2021
Q2 | $1.03M | Buy |
4,457
+3,000
| +206% | +$693K | 0.28% | 65 |
|
|
2021
Q1 | $327K | Sell |
1,457
-30
| -2% | -$6.73K | 0.1% | 71 |
|
|
2020
Q4 | $319K | Hold |
1,487
| – | – | 0.11% | 71 |
|
|
2020
Q3 | $326K | Sell |
1,487
-100
| -6% | -$21.9K | 0.12% | 72 |
|
|
2020
Q2 | $293K | Sell |
1,587
-26
| -2% | -$4.8K | 0.12% | 71 |
|
|
2020
Q1 | $267K | Sell |
1,613
-608
| -27% | -$101K | 0.13% | 69 |
|
|
2019
Q4 | $439K | Buy |
2,221
+4
| +0.2% | +$791 | 0.15% | 65 |
|
|
2019
Q3 | $476K | Buy |
2,217
+4
| +0.2% | +$859 | 0.17% | 59 |
|
|
2019
Q2 | $460K | Buy |
2,213
+3
| +0.1% | +$624 | 0.16% | 62 |
|
|
2019
Q1 | $420K | Buy |
2,210
+4
| +0.2% | +$760 | 0.15% | 64 |
|
|
2018
Q4 | $392K | Buy |
2,206
+354
| +19% | +$62.9K | 0.16% | 62 |
|
|
2018
Q3 | $310K | Buy |
1,852
+4
| +0.2% | +$670 | 0.11% | 72 |
|
|
2018
Q2 | $290K | Buy |
1,848
+4
| +0.2% | +$628 | 0.11% | 69 |
|
|
2018
Q1 | $288K | Buy |
1,844
+4
| +0.2% | +$625 | 0.11% | 65 |
|
|
2017
Q4 | $317K | Buy |
1,840
+3
| +0.2% | +$517 | 0.11% | 60 |
|
|
2017
Q3 | $288K | Hold |
1,837
| – | – | 0.11% | 62 |
|
|
2017
Q2 | $281K | Hold |
1,837
| – | – | 0.1% | 61 |
|
|
2017
Q1 | $238K | Hold |
1,837
| – | – | 0.09% | 64 |
|
|
2016
Q4 | $224K | Hold |
1,837
| – | – | 0.09% | 65 |
|
|
2016
Q3 | $212K | Hold |
1,837
| – | – | 0.09% | 67 |
|
|
2016
Q2 | $221K | Hold |
1,837
| – | – | 0.09% | 67 |
|
|
2016
Q1 | $231K | Buy |
1,837
+57
| +3% | +$7.17K | 0.1% | 61 |
|
|
2015
Q4 | $210K | Buy |
+1,780
| New | +$210K | 0.09% | 68 |
|