Lee, Danner & Bass’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Buy |
13,837
+214
| +2% | +$62.5K | 0.31% | 73 |
|
|
2025
Q1 | $4.26M | Sell |
13,623
-184
| -1% | -$57.5K | 0.34% | 66 |
|
|
2024
Q4 | $4M | Buy |
13,807
+270
| +2% | +$78.3K | 0.32% | 69 |
|
|
2024
Q3 | $4.12M | Sell |
13,537
-913
| -6% | -$278K | 0.29% | 68 |
|
|
2024
Q2 | $3.68M | Buy |
+14,450
| New | +$3.68M | 0.28% | 71 |
|
|
2023
Q4 | $4.42M | Buy |
14,912
+169
| +1% | +$50.1K | 0.38% | 58 |
|
|
2023
Q3 | $3.88M | Sell |
14,743
-3,321
| -18% | -$875K | 0.35% | 62 |
|
|
2023
Q2 | $5.39M | Sell |
18,064
-409
| -2% | -$122K | 0.46% | 51 |
|
|
2023
Q1 | $5.17M | Buy |
18,473
+275
| +2% | +$76.9K | 0.48% | 51 |
|
|
2022
Q4 | $4.8M | Buy |
18,198
+1,160
| +7% | +$306K | 0.45% | 58 |
|
|
2022
Q3 | $3.93M | Sell |
17,038
-235
| -1% | -$54.2K | 0.42% | 60 |
|
|
2022
Q2 | $4.26M | Sell |
17,273
-253
| -1% | -$62.5K | 0.43% | 59 |
|
|
2022
Q1 | $4.33M | Sell |
17,526
-453
| -3% | -$112K | 0.37% | 63 |
|
|
2021
Q4 | $4.82M | Sell |
17,979
-240
| -1% | -$64.3K | 0.41% | 60 |
|
|
2021
Q3 | $4.39M | Sell |
18,219
-500
| -3% | -$121K | 0.41% | 60 |
|
|
2021
Q2 | $4.32M | Sell |
18,719
-75
| -0.4% | -$17.3K | 0.39% | 62 |
|
|
2021
Q1 | $4.21M | Sell |
18,794
-300
| -2% | -$67.2K | 0.41% | 64 |
|
|
2020
Q4 | $4.1M | Sell |
19,094
-375
| -2% | -$80.5K | 0.44% | 60 |
|
|
2020
Q3 | $4.27M | Sell |
19,469
-400
| -2% | -$87.8K | 0.51% | 51 |
|
|
2020
Q2 | $3.67M | Sell |
19,869
-450
| -2% | -$83K | 0.47% | 53 |
|
|
2020
Q1 | $3.36M | Buy |
20,319
+155
| +0.8% | +$25.6K | 0.48% | 54 |
|
|
2019
Q4 | $3.99M | Sell |
20,164
-1,399
| -6% | -$276K | 0.42% | 63 |
|
|
2019
Q3 | $4.63M | Sell |
21,563
-621
| -3% | -$133K | 0.5% | 53 |
|
|
2019
Q2 | $4.61M | Sell |
22,184
-450
| -2% | -$93.5K | 0.49% | 53 |
|
|
2019
Q1 | $4.3M | Sell |
22,634
-1,665
| -7% | -$316K | 0.47% | 55 |
|
|
2018
Q4 | $4.32M | Buy |
24,299
+391
| +2% | +$69.4K | 0.51% | 54 |
|
|
2018
Q3 | $4M | Sell |
23,908
-863
| -3% | -$144K | 0.4% | 61 |
|
|
2018
Q2 | $3.88M | Sell |
24,771
-110
| -0.4% | -$17.2K | 0.41% | 60 |
|
|
2018
Q1 | $3.89M | Sell |
24,881
-50
| -0.2% | -$7.82K | 0.41% | 58 |
|
|
2017
Q4 | $4.29M | Sell |
24,931
-150
| -0.6% | -$25.8K | 0.44% | 57 |
|
|
2017
Q3 | $3.93M | Sell |
25,081
-268
| -1% | -$42K | 0.42% | 58 |
|
|
2017
Q2 | $3.88M | Sell |
25,349
-939
| -4% | -$144K | 0.44% | 58 |
|
|
2017
Q1 | $3.41M | Sell |
26,288
-212
| -0.8% | -$27.5K | 0.38% | 58 |
|
|
2016
Q4 | $3.23M | Sell |
26,500
-305
| -1% | -$37.1K | 0.38% | 61 |
|
|
2016
Q3 | $3.09M | Sell |
26,805
-975
| -4% | -$112K | 0.38% | 60 |
|
|
2016
Q2 | $3.34M | Buy |
27,780
+1,475
| +6% | +$177K | 0.4% | 59 |
|
|
2016
Q1 | $3.36M | Sell |
26,305
-866
| -3% | -$111K | 0.41% | 58 |
|
|
2015
Q4 | $3.21M | Sell |
27,171
-567
| -2% | -$67K | 0.42% | 60 |
|
|
2015
Q3 | $2.73M | Sell |
27,738
-10,817
| -28% | -$1.07M | 0.36% | 62 |
|
|
2015
Q2 | $3.67M | Buy |
38,555
+10,330
| +37% | +$982K | 0.44% | 54 |
|
|
2015
Q1 | $2.75M | Buy |
28,225
+110
| +0.4% | +$10.7K | 0.32% | 65 |
|
|
2014
Q4 | $2.63M | Sell |
28,115
-1,515
| -5% | -$142K | 0.31% | 63 |
|
|
2014
Q3 | $2.81M | Sell |
29,630
-2,776
| -9% | -$263K | 0.35% | 61 |
|
|
2014
Q2 | $3.27M | Sell |
32,406
-468
| -1% | -$47.2K | 0.4% | 56 |
|
|
2014
Q1 | $3.22M | Buy |
32,874
+400
| +1% | +$39.2K | 0.42% | 54 |
|
|
2013
Q4 | $3.15M | Buy |
32,474
+3,033
| +10% | +$294K | 0.42% | 52 |
|
|
2013
Q3 | $2.83M | Buy |
29,441
+225
| +0.8% | +$21.7K | 0.39% | 56 |
|
|
2013
Q2 | $2.89M | Buy |
+29,216
| New | +$2.89M | 0.42% | 56 |
|