LKIM
Lawson Kroeker Investment Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Hold |
9,672
| – | – | 0.53% | 51 |
|
|
2025
Q1 | $3.02M | Hold |
9,672
| – | – | 0.56% | 48 |
|
|
2024
Q4 | $2.8M | Sell |
9,672
-170
| -2% | -$49.3K | 0.53% | 50 |
|
|
2024
Q3 | $3M | Sell |
9,842
-320
| -3% | -$97.4K | 0.55% | 49 |
|
|
2024
Q2 | $2.59M | Hold |
10,162
| – | – | 0.5% | 50 |
|
|
2024
Q1 | $2.87M | Sell |
10,162
-368
| -3% | -$104K | 0.54% | 49 |
|
|
2023
Q4 | $3.12M | Sell |
10,530
-125
| -1% | -$37.1K | 0.64% | 47 |
|
|
2023
Q3 | $2.81M | Sell |
10,655
-900
| -8% | -$237K | 0.62% | 47 |
|
|
2023
Q2 | $3.45M | Sell |
11,555
-165
| -1% | -$49.2K | 0.83% | 42 |
|
|
2023
Q1 | $3.28M | Sell |
11,720
-770
| -6% | -$215K | 0.74% | 43 |
|
|
2022
Q4 | $3.29M | Sell |
12,490
-4,800
| -28% | -$1.26M | 1.11% | 30 |
|
|
2022
Q3 | $3.99M | Sell |
17,290
-245
| -1% | -$56.5K | 1.4% | 26 |
|
|
2022
Q2 | $4.33M | Sell |
17,535
-240
| -1% | -$59.3K | 1.46% | 27 |
|
|
2022
Q1 | $4.4M | Sell |
17,775
-225
| -1% | -$55.6K | 1.38% | 28 |
|
|
2021
Q4 | $4.83M | Sell |
18,000
-70
| -0.4% | -$18.8K | 1.5% | 26 |
|
|
2021
Q3 | $4.36M | Sell |
18,070
-90
| -0.5% | -$21.7K | 1.45% | 27 |
|
|
2021
Q2 | $4.2M | Sell |
18,160
-505
| -3% | -$117K | 1.33% | 27 |
|
|
2021
Q1 | $4.18M | Sell |
18,665
-315
| -2% | -$70.6K | 1.43% | 26 |
|
|
2020
Q4 | $4.07M | Sell |
18,980
-378
| -2% | -$81.1K | 1.53% | 25 |
|
|
2020
Q3 | $4.25M | Sell |
19,358
-70
| -0.4% | -$15.4K | 1.9% | 22 |
|
|
2020
Q2 | $3.58M | Hold |
19,428
| – | – | 1.69% | 23 |
|
|
2020
Q1 | $3.21M | Hold |
19,428
| – | – | 1.79% | 20 |
|
|
2019
Q4 | $3.84M | Sell |
19,428
-490
| -2% | -$96.8K | 1.42% | 27 |
|
|
2019
Q3 | $4.28M | Sell |
19,918
-305
| -2% | -$65.5K | 1.63% | 25 |
|
|
2019
Q2 | $4.2M | Sell |
20,223
-415
| -2% | -$86.2K | 1.41% | 27 |
|
|
2019
Q1 | $3.92M | Sell |
20,638
-360
| -2% | -$68.4K | 1.4% | 26 |
|
|
2018
Q4 | $3.73M | Sell |
20,998
-365
| -2% | -$64.8K | 1.46% | 25 |
|
|
2018
Q3 | $3.57M | Buy |
21,363
+700
| +3% | +$117K | 1.16% | 30 |
|
|
2018
Q2 | $3.24M | Sell |
20,663
-400
| -2% | -$62.7K | 1.15% | 31 |
|
|
2018
Q1 | $3.29M | Buy |
21,063
+120
| +0.6% | +$18.8K | 1.08% | 31 |
|
|
2017
Q4 | $3.61M | Sell |
20,943
-740
| -3% | -$127K | 1.16% | 31 |
|
|
2017
Q3 | $3.4M | Sell |
21,683
-600
| -3% | -$94K | 1.07% | 32 |
|
|
2017
Q2 | $3.41M | Buy |
22,283
+40
| +0.2% | +$6.13K | 1.14% | 33 |
|
|
2017
Q1 | $2.88M | Sell |
22,243
-2,235
| -9% | -$290K | 0.98% | 33 |
|
|
2016
Q4 | $2.98M | Sell |
24,478
-1,150
| -4% | -$140K | 1.02% | 32 |
|
|
2016
Q3 | $2.96M | Buy |
25,628
+375
| +1% | +$43.3K | 0.95% | 32 |
|
|
2016
Q2 | $3.04M | Sell |
25,253
-5,575
| -18% | -$671K | 1.01% | 32 |
|
|
2016
Q1 | $3.87M | Sell |
30,828
-650
| -2% | -$81.7K | 1.33% | 29 |
|
|
2015
Q4 | $3.72M | Sell |
31,478
-3,065
| -9% | -$362K | 1.29% | 26 |
|
|
2015
Q3 | $3.4M | Sell |
34,543
-4,485
| -11% | -$442K | 1.14% | 31 |
|
|
2015
Q2 | $3.71M | Buy |
39,028
+75
| +0.2% | +$7.13K | 1.1% | 32 |
|
|
2015
Q1 | $3.8M | Hold |
38,953
| – | – | 1.1% | 32 |
|
|
2014
Q4 | $3.65M | Buy |
38,953
+16,075
| +70% | +$1.51M | 1.15% | 34 |
|
|
2014
Q3 | $2.17M | Buy |
22,878
+1,450
| +7% | +$137K | 0.65% | 38 |
|
|
2014
Q2 | $2.16M | Buy |
21,428
+700
| +3% | +$70.5K | 0.63% | 39 |
|
|
2014
Q1 | $2.03M | Buy |
20,728
+103
| +0.5% | +$10.1K | 0.64% | 40 |
|
|
2013
Q4 | $2M | Buy |
20,625
+25
| +0.1% | +$2.43K | 0.63% | 38 |
|
|
2013
Q3 | $1.98M | Buy |
20,600
+750
| +4% | +$72.2K | 0.66% | 39 |
|
|
2013
Q2 | $1.97M | Buy |
+19,850
| New | +$1.97M | 0.69% | 39 |
|