LIM
Leavell Investment Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
40,124
+802
| +2% | +$234K | 0.53% | 41 |
|
|
2025
Q1 | $12.3M | Buy |
39,322
+25
| +0.1% | +$7.81K | 0.61% | 36 |
|
|
2024
Q4 | $11.4M | Sell |
39,297
-184
| -0.5% | -$53.3K | 0.56% | 40 |
|
|
2024
Q3 | $12M | Buy |
39,481
+3,350
| +9% | +$1.02M | 0.6% | 39 |
|
|
2024
Q2 | $9.21M | Buy |
36,131
+373
| +1% | +$95.1K | 0.51% | 51 |
|
|
2024
Q1 | $10.1M | Sell |
35,758
-1,796
| -5% | -$506K | 0.58% | 44 |
|
|
2023
Q4 | $11.1M | Buy |
37,554
+304
| +0.8% | +$90.1K | 0.71% | 33 |
|
|
2023
Q3 | $9.81M | Buy |
37,250
+999
| +3% | +$263K | 0.69% | 40 |
|
|
2023
Q2 | $10.8M | Sell |
36,251
-551
| -1% | -$164K | 0.73% | 33 |
|
|
2023
Q1 | $10.3M | Sell |
36,802
-2,445
| -6% | -$684K | 0.73% | 38 |
|
|
2022
Q4 | $10.3M | Sell |
39,247
-337
| -0.9% | -$88.8K | 0.78% | 39 |
|
|
2022
Q3 | $9.13M | Buy |
39,584
+404
| +1% | +$93.2K | 0.72% | 44 |
|
|
2022
Q2 | $9.67M | Buy |
39,180
+64
| +0.2% | +$15.8K | 0.74% | 39 |
|
|
2022
Q1 | $9.67M | Buy |
39,116
+43
| +0.1% | +$10.6K | 0.66% | 44 |
|
|
2021
Q4 | $10.5M | Buy |
39,073
+212
| +0.5% | +$56.8K | 0.7% | 41 |
|
|
2021
Q3 | $9.37M | Buy |
38,861
+857
| +2% | +$207K | 0.7% | 42 |
|
|
2021
Q2 | $8.52M | Hold |
38,004
| – | – | 0.69% | 40 |
|
|
2021
Q1 | $8.52M | Buy |
38,004
+183
| +0.5% | +$41K | 0.69% | 40 |
|
|
2020
Q4 | $8.12M | Sell |
37,821
-294
| -0.8% | -$63.1K | 0.7% | 41 |
|
|
2020
Q3 | $8.37M | Buy |
38,115
+226
| +0.6% | +$49.6K | 0.73% | 40 |
|
|
2020
Q2 | $6.99M | Buy |
37,889
+353
| +0.9% | +$65.1K | 0.68% | 42 |
|
|
2020
Q1 | $6.21M | Sell |
37,536
-531
| -1% | -$87.8K | 0.72% | 36 |
|
|
2019
Q4 | $7.52M | Sell |
38,067
-170
| -0.4% | -$33.6K | 0.7% | 36 |
|
|
2019
Q3 | $8.21M | Buy |
38,237
+271
| +0.7% | +$58.2K | 0.84% | 30 |
|
|
2019
Q2 | $7.88M | Sell |
37,966
-275
| -0.7% | -$57.1K | 0.83% | 29 |
|
|
2019
Q1 | $7.26M | Sell |
38,241
-395
| -1% | -$75K | 0.81% | 29 |
|
|
2018
Q4 | $6.86M | Buy |
38,636
+64
| +0.2% | +$11.4K | 0.86% | 25 |
|
|
2018
Q3 | $6.45M | Buy |
38,572
+223
| +0.6% | +$37.3K | 0.69% | 34 |
|
|
2018
Q2 | $6.01M | Buy |
38,349
+295
| +0.8% | +$46.2K | 0.68% | 37 |
|
|
2018
Q1 | $5.95M | Sell |
38,054
-965
| -2% | -$151K | 0.69% | 34 |
|
|
2017
Q4 | $6.72M | Buy |
39,019
+150
| +0.4% | +$25.8K | 0.79% | 30 |
|
|
2017
Q3 | $6.09M | Hold |
38,869
| – | – | 0.75% | 34 |
|
|
2017
Q2 | $5.95M | Buy |
38,869
+150
| +0.4% | +$23K | 0.75% | 31 |
|
|
2017
Q1 | $5.02M | Buy |
38,719
+920
| +2% | +$119K | 0.64% | 39 |
|
|
2016
Q4 | $4.6M | Buy |
37,799
+531
| +1% | +$64.6K | 0.63% | 36 |
|
|
2016
Q3 | $4.3M | Sell |
37,268
-291
| -0.8% | -$33.6K | 0.63% | 41 |
|
|
2016
Q2 | $4.52M | Sell |
37,559
-51
| -0.1% | -$6.14K | 0.67% | 38 |
|
|
2016
Q1 | $4.73M | Sell |
37,610
-200
| -0.5% | -$25.1K | 0.71% | 31 |
|
|
2015
Q4 | $4.47M | Buy |
37,810
+1,800
| +5% | +$213K | 0.65% | 30 |
|
|
2015
Q3 | $3.55M | Sell |
36,010
-125
| -0.3% | -$12.3K | 0.56% | 44 |
|
|
2015
Q2 | $3.44M | Sell |
36,135
-2,700
| -7% | -$257K | 0.53% | 47 |
|
|
2015
Q1 | $3.78M | Buy |
38,835
+200
| +0.5% | +$19.5K | 0.57% | 39 |
|
|
2014
Q4 | $3.62M | Sell |
38,635
-49
| -0.1% | -$4.59K | 0.56% | 41 |
|
|
2014
Q3 | $3.67M | Sell |
38,684
-125
| -0.3% | -$11.9K | 0.58% | 43 |
|
|
2014
Q2 | $3.91M | Buy |
38,809
+946
| +2% | +$95.3K | 0.62% | 37 |
|
|
2014
Q1 | $3.71M | Sell |
37,863
-2,532
| -6% | -$248K | 0.62% | 36 |
|
|
2013
Q4 | $3.92M | Sell |
40,395
-900
| -2% | -$87.3K | 0.66% | 35 |
|
|
2013
Q3 | $3.97M | Buy |
41,295
+750
| +2% | +$72.2K | 0.71% | 33 |
|
|
2013
Q2 | $4.01M | Buy |
+40,545
| New | +$4.01M | 0.75% | 34 |
|