LIA
LBMC Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Buy |
1,801
+5
| +0.3% | +$1.46K | 0.04% | 122 |
|
|
2025
Q1 | $561K | Buy |
1,796
+2
| +0.1% | +$625 | 0.04% | 113 |
|
|
2024
Q4 | $520K | Buy |
1,794
+5
| +0.3% | +$1.45K | 0.04% | 115 |
|
|
2024
Q3 | $545K | Buy |
1,789
+336
| +23% | +$102K | 0.04% | 109 |
|
|
2024
Q2 | $370K | Buy |
1,453
+5
| +0.3% | +$1.27K | 0.03% | 121 |
|
|
2024
Q1 | $408K | Buy |
1,448
+5
| +0.3% | +$1.41K | 0.04% | 115 |
|
|
2023
Q4 | $428K | Sell |
1,443
-10
| -0.7% | -$2.96K | 0.04% | 106 |
|
|
2023
Q3 | $370K | Buy |
1,453
+20
| +1% | +$5.09K | 0.04% | 109 |
|
|
2023
Q2 | $428K | Buy |
1,433
+4
| +0.3% | +$1.19K | 0.04% | 106 |
|
|
2023
Q1 | $400K | Buy |
1,429
+5
| +0.4% | +$1.4K | 0.04% | 109 |
|
|
2022
Q4 | $375K | Buy |
1,424
+4
| +0.3% | +$1.05K | 0.04% | 107 |
|
|
2022
Q3 | $328K | Buy |
1,420
+5
| +0.4% | +$1.16K | 0.04% | 107 |
|
|
2022
Q2 | $349K | Sell |
1,415
-30
| -2% | -$7.4K | 0.04% | 101 |
|
|
2022
Q1 | $357K | Sell |
1,445
-31
| -2% | -$7.66K | 0.03% | 108 |
|
|
2021
Q4 | $396K | Sell |
1,476
-948
| -39% | -$254K | 0.03% | 111 |
|
|
2021
Q3 | $355 | Buy |
2,424
+906
| +60% | +$133 | 0.03% | 112 |
|
|
2021
Q2 | $351K | Buy |
1,518
+208
| +16% | +$48.1K | 0.03% | 109 |
|
|
2021
Q1 | $294K | Buy |
1,310
+5
| +0.4% | +$1.12K | 0.03% | 105 |
|
|
2020
Q4 | $280K | Buy |
1,305
+5
| +0.4% | +$1.07K | 0.03% | 100 |
|
|
2020
Q3 | $285K | Buy |
1,300
+4
| +0.3% | +$877 | 0.04% | 91 |
|
|
2020
Q2 | $239K | Buy |
+1,296
| New | +$239K | 0.04% | 87 |
|
|
2017
Q2 | – | Sell |
-3,389
| Closed | -$439K | – | 75 |
|
|
2017
Q1 | $439K | Sell |
3,389
-91
| -3% | -$11.8K | 0.08% | 55 |
|
|
2016
Q4 | $424K | Buy |
3,480
+122
| +4% | +$14.9K | 0.08% | 56 |
|
|
2016
Q3 | $387K | Buy |
3,358
+19
| +0.6% | +$2.19K | 0.07% | 60 |
|
|
2016
Q2 | $402K | Buy |
3,339
+18
| +0.5% | +$2.17K | 0.08% | 49 |
|
|
2016
Q1 | $417K | Buy |
3,321
+18
| +0.5% | +$2.26K | 0.09% | 48 |
|
|
2015
Q4 | $390K | Buy |
3,303
+19
| +0.6% | +$2.24K | 0.08% | 46 |
|
|
2015
Q3 | $324K | Buy |
3,284
+35
| +1% | +$3.45K | 0.07% | 50 |
|
|
2015
Q2 | $309K | Buy |
3,249
+22
| +0.7% | +$2.09K | 0.07% | 48 |
|
|
2015
Q1 | $314K | Hold |
3,227
| – | – | 0.07% | 47 |
|
|
2014
Q4 | $302K | Hold |
3,227
| – | – | 0.07% | 50 |
|
|
2014
Q3 | $306K | Hold |
3,227
| – | – | 0.07% | 43 |
|
|
2014
Q2 | $325K | Sell |
3,227
-171
| -5% | -$17.2K | 0.09% | 39 |
|
|
2014
Q1 | $333K | Buy |
3,398
+171
| +5% | +$16.8K | 0.08% | 38 |
|
|
2013
Q4 | $313K | Hold |
3,227
| – | – | 0.08% | 40 |
|
|
2013
Q3 | $310K | Hold |
3,227
| – | – | 0.09% | 40 |
|
|
2013
Q2 | $319K | Buy |
+3,227
| New | +$319K | 0.11% | 36 |
|