LSV Asset Management’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $701K | Hold |
2,400
| – | – | ﹤0.01% | 637 |
|
2025
Q1 | $750K | Buy |
2,400
+700
| +41% | +$219K | ﹤0.01% | 649 |
|
2024
Q4 | $493K | Hold |
1,700
| – | – | ﹤0.01% | 666 |
|
2024
Q3 | $518K | Hold |
1,700
| – | – | ﹤0.01% | 695 |
|
2024
Q2 | $433K | Hold |
1,700
| – | – | ﹤0.01% | 741 |
|
2024
Q1 | $479K | Hold |
1,700
| – | – | ﹤0.01% | 739 |
|
2023
Q4 | $504K | Hold |
1,700
| – | – | ﹤0.01% | 737 |
|
2023
Q3 | $448K | Hold |
1,700
| – | – | ﹤0.01% | 741 |
|
2023
Q2 | $507K | Sell |
1,700
-100
| -6% | -$29.8K | ﹤0.01% | 750 |
|
2023
Q1 | $503K | Hold |
1,800
| – | – | ﹤0.01% | 733 |
|
2022
Q4 | $474K | Sell |
1,800
-1,800
| -50% | -$474K | ﹤0.01% | 733 |
|
2022
Q3 | $831K | Hold |
3,600
| – | – | ﹤0.01% | 664 |
|
2022
Q2 | $889K | Hold |
3,600
| – | – | ﹤0.01% | 694 |
|
2022
Q1 | $890K | Sell |
3,600
-100
| -3% | -$24.7K | ﹤0.01% | 718 |
|
2021
Q4 | $992K | Hold |
3,700
| – | – | ﹤0.01% | 713 |
|
2021
Q3 | $892K | Hold |
3,700
| – | – | ﹤0.01% | 724 |
|
2021
Q2 | $854K | Hold |
3,700
| – | – | ﹤0.01% | 737 |
|
2021
Q1 | $829K | Hold |
3,700
| – | – | ﹤0.01% | 750 |
|
2020
Q4 | $793K | Sell |
3,700
-400
| -10% | -$85.7K | ﹤0.01% | 775 |
|
2020
Q3 | $899K | Hold |
4,100
| – | – | ﹤0.01% | 735 |
|
2020
Q2 | $756K | Sell |
4,100
-7,602
| -65% | -$1.4M | ﹤0.01% | 786 |
|
2020
Q1 | $1.93M | Hold |
11,702
| – | – | ﹤0.01% | 642 |
|
2019
Q4 | $2.31M | Sell |
11,702
-1,600
| -12% | -$316K | ﹤0.01% | 664 |
|
2019
Q3 | $2.86M | Sell |
13,302
-1,100
| -8% | -$236K | ﹤0.01% | 627 |
|
2019
Q2 | $2.99M | Sell |
14,402
-600
| -4% | -$125K | ﹤0.01% | 627 |
|
2019
Q1 | $2.85M | Hold |
15,002
| – | – | ﹤0.01% | 636 |
|
2018
Q4 | $2.66M | Hold |
15,002
| – | – | ﹤0.01% | 646 |
|
2018
Q3 | $2.51M | Buy |
15,002
+12,102
| +417% | +$2.02M | ﹤0.01% | 688 |
|
2018
Q2 | $454K | Hold |
2,900
| – | – | ﹤0.01% | 858 |
|
2018
Q1 | $453K | Hold |
2,900
| – | – | ﹤0.01% | 863 |
|
2017
Q4 | $499K | Sell |
2,900
-600
| -17% | -$103K | ﹤0.01% | 852 |
|
2017
Q3 | $548K | Hold |
3,500
| – | – | ﹤0.01% | 856 |
|
2017
Q2 | $536K | Hold |
3,500
| – | – | ﹤0.01% | 853 |
|
2017
Q1 | $453K | Hold |
3,500
| – | – | ﹤0.01% | 872 |
|
2016
Q4 | $426K | Hold |
3,500
| – | – | ﹤0.01% | 875 |
|
2016
Q3 | $403K | Sell |
3,500
-450
| -11% | -$51.8K | ﹤0.01% | 868 |
|
2016
Q2 | $475K | Buy |
3,950
+450
| +13% | +$54.1K | ﹤0.01% | 866 |
|
2016
Q1 | $439K | Hold |
3,500
| – | – | ﹤0.01% | 834 |
|
2015
Q4 | $413K | Hold |
3,500
| – | – | ﹤0.01% | 837 |
|
2015
Q3 | $344K | Hold |
3,500
| – | – | ﹤0.01% | 838 |
|
2015
Q2 | $332K | Hold |
3,500
| – | – | ﹤0.01% | 823 |
|
2015
Q1 | $341K | Hold |
3,500
| – | – | ﹤0.01% | 781 |
|
2014
Q4 | $327K | Sell |
3,500
-700
| -17% | -$65.4K | ﹤0.01% | 787 |
|
2014
Q3 | $398K | Hold |
4,200
| – | – | ﹤0.01% | 769 |
|
2014
Q2 | $423K | Sell |
4,200
-300
| -7% | -$30.2K | ﹤0.01% | 751 |
|
2014
Q1 | $441K | Hold |
4,500
| – | – | ﹤0.01% | 728 |
|
2013
Q4 | $436K | Sell |
4,500
-2,680
| -37% | -$260K | ﹤0.01% | 730 |
|
2013
Q3 | $690K | Buy |
7,180
+2,680
| +60% | +$258K | ﹤0.01% | 691 |
|
2013
Q2 | $445K | Buy |
+4,500
| New | +$445K | ﹤0.01% | 726 |
|