LA
Legacy Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,304
| Closed | -$6.03M | – | 241 |
|
|
2025
Q1 | $6.03M | Buy |
19,304
+394
| +2% | +$123K | 0.62% | 27 |
|
|
2024
Q4 | $5.48M | Sell |
18,910
-86
| -0.5% | -$24.9K | 0.53% | 32 |
|
|
2024
Q3 | $5.78M | Buy |
18,996
+794
| +4% | +$242K | 0.63% | 28 |
|
|
2024
Q2 | $4.64M | Buy |
18,202
+1,288
| +8% | +$328K | 0.56% | 31 |
|
|
2024
Q1 | $4.77M | Buy |
16,914
+1,936
| +13% | +$546K | 0.6% | 30 |
|
|
2023
Q4 | $4.44M | Buy |
14,978
+507
| +4% | +$150K | 0.57% | 31 |
|
|
2023
Q3 | $3.81M | Buy |
14,471
+5,092
| +54% | +$1.34M | 0.61% | 33 |
|
|
2023
Q2 | $2.8M | Buy |
9,379
+8,051
| +606% | +$2.4M | 0.42% | 53 |
|
|
2023
Q1 | $371K | Buy |
1,328
+170
| +15% | +$47.5K | 0.07% | 177 |
|
|
2022
Q4 | $305K | Buy |
1,158
+192
| +20% | +$50.6K | 0.06% | 188 |
|
|
2022
Q3 | $223K | Buy |
966
+15
| +2% | +$3.46K | 0.05% | 205 |
|
|
2022
Q2 | $235K | Sell |
951
-28
| -3% | -$6.92K | 0.05% | 195 |
|
|
2022
Q1 | $242K | Buy |
+979
| New | +$242K | 0.05% | 182 |
|
|
2021
Q2 | – | Sell |
-1,077
| Closed | -$241K | – | 130 |
|
|
2021
Q1 | $241K | Sell |
1,077
-2,050
| -66% | -$459K | 0.11% | 102 |
|
|
2020
Q4 | $671K | Hold |
3,127
| – | – | 0.38% | 48 |
|
|
2020
Q3 | $686K | Sell |
3,127
-45
| -1% | -$9.87K | 0.45% | 42 |
|
|
2020
Q2 | $585K | Buy |
3,172
+116
| +4% | +$21.4K | 0.46% | 52 |
|
|
2020
Q1 | $505K | Sell |
3,056
-210
| -6% | -$34.7K | 0.51% | 52 |
|
|
2019
Q4 | $645K | Buy |
3,266
+165
| +5% | +$32.6K | 0.41% | 55 |
|
|
2019
Q3 | $666K | Buy |
3,101
+90
| +3% | +$19.3K | 0.5% | 46 |
|
|
2019
Q2 | $625K | Sell |
3,011
-3,011
| -50% | -$625K | 0.42% | 47 |
|
|
2019
Q1 | $1.14M | Buy |
6,022
+2,806
| +87% | +$533K | 0.37% | 62 |
|
|
2018
Q4 | $571K | Buy |
3,216
+600
| +23% | +$107K | 0.43% | 56 |
|
|
2018
Q3 | $438K | Buy |
2,616
+10
| +0.4% | +$1.67K | 0.22% | 95 |
|
|
2018
Q2 | $408K | Buy |
2,606
+380
| +17% | +$59.5K | 0.3% | 59 |
|
|
2018
Q1 | $360K | Sell |
2,226
-130
| -6% | -$21K | 0.27% | 54 |
|
|
2017
Q4 | $405K | Buy |
2,356
+3
| +0.1% | +$516 | 0.39% | 39 |
|
|
2017
Q3 | $368K | Buy |
2,353
+152
| +7% | +$23.8K | 0.41% | 36 |
|
|
2017
Q2 | $337K | Hold |
2,201
| – | – | 0.43% | 33 |
|
|
2017
Q1 | $285K | Hold |
2,201
| – | – | 0.39% | 29 |
|
|
2016
Q4 | $267K | Buy |
+2,201
| New | +$267K | 0.36% | 33 |
|