Lederer & Associates Investment Counsel’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,556
| Closed | -$1.03M | – | 87 |
|
|
2024
Q4 | $1.03M | Sell |
3,556
-3,419
| -49% | -$991K | 0.72% | 48 |
|
|
2024
Q3 | $2.12M | Sell |
6,975
-285
| -4% | -$86.8K | 1.49% | 20 |
|
|
2024
Q2 | $1.85M | Sell |
7,260
-600
| -8% | -$153K | 1.34% | 23 |
|
|
2024
Q1 | $2.22M | Sell |
7,860
-246
| -3% | -$69.4K | 1.54% | 18 |
|
|
2023
Q4 | $2.4M | Sell |
8,106
-40
| -0.5% | -$11.9K | 1.78% | 14 |
|
|
2023
Q3 | $2.15M | Sell |
8,146
-91
| -1% | -$24K | 1.71% | 14 |
|
|
2023
Q2 | $2.46M | Sell |
8,237
-200
| -2% | -$59.7K | 1.85% | 12 |
|
|
2023
Q1 | $2.36M | Sell |
8,437
-25
| -0.3% | -$6.99K | 1.82% | 12 |
|
|
2022
Q4 | $2.23M | Sell |
8,462
-351
| -4% | -$92.5K | 1.82% | 17 |
|
|
2022
Q3 | $2.03M | Sell |
8,813
-152
| -2% | -$35.1K | 1.72% | 16 |
|
|
2022
Q2 | $2.21M | Sell |
8,965
-1,237
| -12% | -$305K | 1.71% | 15 |
|
|
2022
Q1 | $2.52M | Sell |
10,202
-192
| -2% | -$47.5K | 1.55% | 21 |
|
|
2021
Q4 | $2.79M | Sell |
10,394
-59
| -0.6% | -$15.8K | 1.62% | 17 |
|
|
2021
Q3 | $2.52M | Sell |
10,453
-1,307
| -11% | -$315K | 1.63% | 20 |
|
|
2021
Q2 | $2.72M | Sell |
11,760
-324
| -3% | -$74.8K | 1.81% | 16 |
|
|
2021
Q1 | $2.71M | Buy |
12,084
+430
| +4% | +$96.4K | 1.91% | 15 |
|
|
2020
Q4 | $2.5M | Sell |
11,654
-43
| -0.4% | -$9.23K | 1.92% | 15 |
|
|
2020
Q3 | $2.57M | Buy |
11,697
+250
| +2% | +$54.9K | 2.14% | 11 |
|
|
2020
Q2 | $2.11M | Sell |
11,447
-1,287
| -10% | -$237K | 1.97% | 15 |
|
|
2020
Q1 | $2.11M | Buy |
12,734
+2,294
| +22% | +$379K | 2.38% | 10 |
|
|
2019
Q4 | $2.06M | Buy |
+10,440
| New | +$2.06M | 1.79% | 18 |
|
|
2015
Q3 | $1.34M | Sell |
13,645
-150
| -1% | -$14.8K | 1.5% | 37 |
|
|
2015
Q2 | $1.31M | Hold |
13,795
| – | – | 1.35% | 43 |
|
|
2015
Q1 | $1.34M | Sell |
13,795
-2,445
| -15% | -$238K | 1.31% | 45 |
|
|
2014
Q4 | $1.52M | Buy |
+16,240
| New | +$1.52M | 1.51% | 40 |
|