LIA
LS Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
4,801
-340
| -7% | -$99.3K | 0.21% | 65 |
|
|
2025
Q1 | $1.61M | Sell |
5,141
-987
| -16% | -$308K | 0.25% | 61 |
|
|
2024
Q4 | $1.78M | Hold |
6,128
| – | – | 0.26% | 57 |
|
|
2024
Q3 | $1.87M | Sell |
6,128
-5,045
| -45% | -$1.54M | 0.28% | 59 |
|
|
2024
Q2 | $2.85M | Sell |
11,173
-8,008
| -42% | -$2.04M | 0.44% | 48 |
|
|
2024
Q1 | $5.41M | Buy |
19,181
+1,144
| +6% | +$323K | 0.86% | 38 |
|
|
2023
Q4 | $5.35M | Buy |
18,037
+283
| +2% | +$83.9K | 0.93% | 37 |
|
|
2023
Q3 | $4.68M | Buy |
17,754
+2,427
| +16% | +$639K | 0.88% | 37 |
|
|
2023
Q2 | $4.57M | Buy |
15,327
+4,763
| +45% | +$1.42M | 0.8% | 40 |
|
|
2023
Q1 | $2.95M | Buy |
10,564
+6,990
| +196% | +$1.95M | 0.55% | 44 |
|
|
2022
Q4 | $942K | Buy |
3,574
+1,752
| +96% | +$462K | 0.18% | 69 |
|
|
2022
Q3 | $420K | Hold |
1,822
| – | – | 0.09% | 95 |
|
|
2022
Q2 | $450K | Hold |
1,822
| – | – | 0.08% | 93 |
|
|
2022
Q1 | $451K | Hold |
1,822
| – | – | 0.07% | 101 |
|
|
2021
Q4 | $488K | Sell |
1,822
-955
| -34% | -$256K | 0.07% | 99 |
|
|
2021
Q3 | $670K | Hold |
2,777
| – | – | 0.09% | 94 |
|
|
2021
Q2 | $641K | Sell |
2,777
-33,215
| -92% | -$7.67M | 0.08% | 98 |
|
|
2021
Q1 | $8.07M | Sell |
35,992
-4,973
| -12% | -$1.11M | 0.45% | 54 |
|
|
2020
Q4 | $8.79M | Buy |
40,965
+2,826
| +7% | +$606K | 0.46% | 51 |
|
|
2020
Q3 | $8.37M | Sell |
38,139
-3,666
| -9% | -$805K | 0.47% | 49 |
|
|
2020
Q2 | $7.71M | Sell |
41,805
-2,142
| -5% | -$395K | 0.48% | 48 |
|
|
2020
Q1 | $7.27M | Sell |
43,947
-983
| -2% | -$163K | 0.53% | 46 |
|
|
2019
Q4 | $8.88M | Buy |
44,930
+3,213
| +8% | +$635K | 0.48% | 44 |
|
|
2019
Q3 | $8.96M | Buy |
41,717
+2,156
| +5% | +$463K | 0.52% | 42 |
|
|
2019
Q2 | $8.22M | Buy |
39,561
+538
| +1% | +$112K | 0.5% | 45 |
|
|
2019
Q1 | $7.41M | Sell |
39,023
-1,940
| -5% | -$368K | 0.46% | 48 |
|
|
2018
Q4 | $7.27M | Sell |
40,963
-4,900
| -11% | -$870K | 0.51% | 45 |
|
|
2018
Q3 | $7.67M | Buy |
45,863
+2,491
| +6% | +$417K | 0.44% | 52 |
|
|
2018
Q2 | $6.8M | Sell |
43,372
-1,301
| -3% | -$204K | 0.41% | 51 |
|
|
2018
Q1 | $6.99M | Buy |
44,673
+94
| +0.2% | +$14.7K | 0.42% | 51 |
|
|
2017
Q4 | $7.67M | Sell |
44,579
-4,035
| -8% | -$695K | 0.45% | 48 |
|
|
2017
Q3 | $7.62M | Sell |
48,614
-2,233
| -4% | -$350K | 0.45% | 50 |
|
|
2017
Q2 | $7.79M | Sell |
50,847
-2,802
| -5% | -$429K | 0.48% | 47 |
|
|
2017
Q1 | $6.95M | Buy |
53,649
+3,573
| +7% | +$463K | 0.45% | 49 |
|
|
2016
Q4 | $6.1M | Buy |
50,076
+3,059
| +7% | +$372K | 0.43% | 49 |
|
|
2016
Q3 | $5.42M | Sell |
47,017
-9,414
| -17% | -$1.09M | 0.4% | 52 |
|
|
2016
Q2 | $6.79M | Buy |
56,431
+4,198
| +8% | +$505K | 0.47% | 50 |
|
|
2016
Q1 | $6.57M | Buy |
52,233
+8,029
| +18% | +$1.01M | 0.49% | 50 |
|
|
2015
Q4 | $5.22M | Sell |
44,204
-14,109
| -24% | -$1.67M | 0.4% | 55 |
|
|
2015
Q3 | $5.75M | Sell |
58,313
-1,328
| -2% | -$131K | 0.46% | 50 |
|
|
2015
Q2 | $5.67M | Sell |
59,641
-8,314
| -12% | -$790K | 0.42% | 50 |
|
|
2015
Q1 | $6.62M | Buy |
67,955
+8,094
| +14% | +$789K | 0.51% | 46 |
|
|
2014
Q4 | $5.61M | Buy |
59,861
+2,323
| +4% | +$218K | 0.45% | 47 |
|
|
2014
Q3 | $5.46M | Buy |
57,538
+761
| +1% | +$72.1K | 0.47% | 49 |
|
|
2014
Q2 | $5.72M | Sell |
56,777
-10,793
| -16% | -$1.09M | 0.49% | 47 |
|
|
2014
Q1 | $6.62M | Buy |
67,570
+8,695
| +15% | +$852K | 0.54% | 49 |
|
|
2013
Q4 | $5.71M | Buy |
58,875
+13,287
| +29% | +$1.29M | 0.52% | 50 |
|
|
2013
Q3 | $4.39M | Sell |
45,588
-126,627
| -74% | -$12.2M | 0.53% | 50 |
|
|
2013
Q2 | $17M | Buy |
+172,215
| New | +$17M | 2.19% | 5 |
|