LGA
Lebenthal Global Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
731
+63
| +9% | +$18.4K | 0.04% | 184 |
|
|
2025
Q1 | $209K | Sell |
668
-159
| -19% | -$49.7K | 0.04% | 173 |
|
|
2024
Q4 | $240K | Buy |
827
+159
| +24% | +$46.1K | 0.04% | 185 |
|
|
2024
Q3 | $203K | Buy |
+668
| New | +$203K | 0.04% | 179 |
|
|
2024
Q2 | – | Sell |
-2,767
| Closed | -$780K | – | 185 |
|
|
2024
Q1 | $780K | Sell |
2,767
-36
| -1% | -$10.2K | 0.17% | 78 |
|
|
2023
Q4 | $831K | Buy |
2,803
+388
| +16% | +$115K | 0.19% | 66 |
|
|
2023
Q3 | $636K | Buy |
2,415
+32
| +1% | +$8.43K | 0.19% | 67 |
|
|
2023
Q2 | $711K | Buy |
2,383
+37
| +2% | +$11K | 0.21% | 52 |
|
|
2023
Q1 | $656K | Sell |
2,346
-29
| -1% | -$8.11K | 0.2% | 50 |
|
|
2022
Q4 | $626K | Buy |
+2,375
| New | +$626K | 0.21% | 52 |
|
|
2021
Q1 | – | Sell |
-736
| Closed | -$157K | – | 375 |
|
|
2020
Q4 | $157K | Buy |
+736
| New | +$157K | 0.11% | 116 |
|