LTI
Laffer Tengler Investments’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.93M | Sell |
20,300
-7,496
| -27% | -$2.19M | 1.06% | 30 |
|
|
2025
Q1 | $8.68M | Sell |
27,796
-2,236
| -7% | -$698K | 1.85% | 14 |
|
|
2024
Q4 | $8.71M | Buy |
30,032
+4,352
| +17% | +$1.26M | 1.71% | 18 |
|
|
2024
Q3 | $7.82M | Sell |
25,680
-437
| -2% | -$133K | 1.58% | 18 |
|
|
2024
Q2 | $6.66M | Buy |
26,117
+1,156
| +5% | +$295K | 1.43% | 21 |
|
|
2024
Q1 | $7.04M | Sell |
24,961
-1,780
| -7% | -$502K | 1.82% | 14 |
|
|
2023
Q4 | $7.93M | Buy |
26,741
+1,291
| +5% | +$383K | 2.11% | 6 |
|
|
2023
Q3 | $6.7M | Buy |
25,450
+9,278
| +57% | +$2.44M | 1.97% | 6 |
|
|
2023
Q2 | $4.83M | Sell |
16,172
-705
| -4% | -$210K | 1.28% | 18 |
|
|
2023
Q1 | $4.72M | Buy |
16,877
+854
| +5% | +$239K | 1.28% | 17 |
|
|
2022
Q4 | $4.22M | Buy |
16,023
+2,441
| +18% | +$643K | 1.22% | 19 |
|
|
2022
Q3 | $3.13M | Buy |
13,582
+1,427
| +12% | +$329K | 1.15% | 15 |
|
|
2022
Q2 | $3M | Buy |
12,155
+232
| +2% | +$57.3K | 1.05% | 26 |
|
|
2022
Q1 | $2.95M | Buy |
11,923
+890
| +8% | +$220K | 0.89% | 40 |
|
|
2021
Q4 | $2.96M | Sell |
11,033
-27
| -0.2% | -$7.24K | 0.85% | 40 |
|
|
2021
Q3 | $2.67M | Buy |
11,060
+3,023
| +38% | +$729K | 0.77% | 42 |
|
|
2021
Q2 | $1.86M | Sell |
8,037
-831
| -9% | -$192K | 0.7% | 60 |
|
|
2021
Q1 | $1.99M | Buy |
8,868
+209
| +2% | +$46.8K | 0.75% | 57 |
|
|
2020
Q4 | $1.83M | Sell |
8,659
-269
| -3% | -$56.9K | 0.77% | 56 |
|
|
2020
Q3 | $1.96M | Buy |
8,928
+79
| +0.9% | +$17.3K | 0.98% | 46 |
|
|
2020
Q2 | $1.63M | Buy |
8,849
+416
| +5% | +$76.7K | 0.94% | 45 |
|
|
2020
Q1 | $1.39M | Buy |
8,433
+4,060
| +93% | +$671K | 1.09% | 39 |
|
|
2019
Q4 | $864K | Buy |
4,373
+4,346
| +16,096% | +$859K | 0.58% | 59 |
|
|
2019
Q3 | $5.8K | Buy |
+27
| New | +$5.8K | ﹤0.01% | 106 |
|
|
2016
Q4 | – | Sell |
-21,666
| Closed | -$2.5M | – | 261 |
|
|
2016
Q3 | $2.5M | Hold |
21,666
| – | – | 0.69% | 38 |
|
|
2016
Q2 | $2.61M | Sell |
21,666
-11,248
| -34% | -$1.35M | 0.74% | 36 |
|
|
2016
Q1 | $4.14M | Buy |
+32,914
| New | +$4.14M | 1.12% | 14 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 17 |
|
|
2015
Q3 | – | Sell |
-32,914
| Closed | -$3.13M | – | 19 |
|
|
2015
Q2 | $3.13M | Buy |
+32,914
| New | +$3.13M | 0.76% | 25 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 210 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 208 |
|
|
2014
Q2 | – | Sell |
-706
| Closed | -$69.2K | – | 214 |
|
|
2014
Q1 | $69.2K | Buy |
706
+163
| +30% | +$16K | 0.01% | 198 |
|
|
2013
Q4 | $52.7K | Buy |
+543
| New | +$52.7K | 0.01% | 193 |
|
|
2013
Q3 | – | Sell |
-83,856
| Closed | -$8.3M | – | 20 |
|
|
2013
Q2 | $8.3M | Buy |
+83,856
| New | +$8.3M | 1.63% | 6 |
|