LVM Capital Management’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 | $944K | Sell |
3,232
-83
| -3% | -$24.2K | 0.1% | 78 |
|
|
2025
Q1 | $1.04M | Sell |
3,315
-10
| -0.3% | -$3.12K | 0.12% | 73 |
|
|
2024
Q4 | $964K | Sell |
3,325
-257
| -7% | -$74.5K | 0.1% | 74 |
|
|
2024
Q3 | $913K | Hold |
3,582
| – | – | 0.1% | 73 |
|
|
2024
Q2 | $913K | Buy |
3,582
+19
| +0.5% | +$4.84K | 0.1% | 73 |
|
|
2024
Q1 | $1M | Buy |
3,563
+225
| +7% | +$63.4K | 0.12% | 67 |
|
|
2023
Q4 | $990K | Sell |
3,338
-5
| -0.1% | -$1.48K | 0.13% | 66 |
|
|
2023
Q3 | $881K | Hold |
3,343
| – | – | 0.12% | 71 |
|
|
2023
Q2 | $997K | Sell |
3,343
-359
| -10% | -$107K | 0.13% | 66 |
|
|
2023
Q1 | $1.04M | Sell |
3,702
-50
| -1% | -$14K | 0.14% | 65 |
|
|
2022
Q4 | $989K | Buy |
3,752
+309
| +9% | +$81.5K | 0.14% | 68 |
|
|
2022
Q3 | $794K | Buy |
3,443
+400
| +13% | +$92.2K | 0.12% | 73 |
|
|
2022
Q2 | $751K | Hold |
3,043
| – | – | 0.11% | 76 |
|
|
2022
Q1 | $752K | Buy |
3,043
+492
| +19% | +$122K | 0.1% | 81 |
|
|
2021
Q4 | $684K | Sell |
2,551
-10
| -0.4% | -$2.68K | 0.09% | 73 |
|
|
2021
Q3 | $617K | Sell |
2,561
-20
| -0.8% | -$4.82K | 0.09% | 79 |
|
|
2021
Q2 | $596K | Hold |
2,581
| – | – | 0.09% | 77 |
|
|
2021
Q1 | $578K | Hold |
2,581
| – | – | 0.09% | 79 |
|
|
2020
Q4 | $554K | Sell |
2,581
-25
| -1% | -$5.37K | 0.09% | 76 |
|
|
2020
Q3 | $572K | Hold |
2,606
| – | – | 0.11% | 70 |
|
|
2020
Q2 | $481K | Hold |
2,606
| – | – | 0.1% | 69 |
|
|
2020
Q1 | $431K | Hold |
2,606
| – | – | 0.11% | 64 |
|
|
2019
Q4 | $515K | Sell |
2,606
-60
| -2% | -$11.9K | 0.1% | 71 |
|
|
2019
Q3 | $572K | Hold |
2,666
| – | – | 0.12% | 64 |
|
|
2019
Q2 | $554K | Sell |
2,666
-75
| -3% | -$15.6K | 0.13% | 61 |
|
|
2019
Q1 | $520K | Buy |
2,741
+46
| +2% | +$8.73K | 0.12% | 64 |
|
|
2018
Q4 | $478K | Buy |
2,695
+49
| +2% | +$8.69K | 0.13% | 65 |
|
|
2018
Q3 | $443K | Buy |
2,646
+125
| +5% | +$20.9K | 0.1% | 78 |
|
|
2018
Q2 | $395K | Sell |
2,521
-25
| -1% | -$3.92K | 0.1% | 79 |
|
|
2018
Q1 | $398K | Sell |
2,546
-130
| -5% | -$20.3K | 0.09% | 74 |
|
|
2017
Q4 | $461K | Hold |
2,676
| – | – | 0.1% | 73 |
|
|
2017
Q3 | $419K | Sell |
2,676
-284
| -10% | -$44.5K | 0.1% | 75 |
|
|
2017
Q2 | $453K | Sell |
2,960
-260
| -8% | -$39.8K | 0.12% | 69 |
|
|
2017
Q1 | $417K | Hold |
3,220
| – | – | 0.11% | 75 |
|
|
2016
Q4 | $392K | Sell |
3,220
-90
| -3% | -$11K | 0.11% | 74 |
|
|
2016
Q3 | $333K | Buy |
3,310
+90
| +3% | +$9.05K | 0.11% | 80 |
|
|
2016
Q2 | $387K | Hold |
3,220
| – | – | 0.11% | 74 |
|
|
2016
Q1 | $405K | Hold |
3,220
| – | – | 0.13% | 66 |
|
|
2015
Q4 | $380K | Hold |
3,220
| – | – | 0.13% | 68 |
|
|
2015
Q3 | $317K | Hold |
3,220
| – | – | 0.11% | 77 |
|
|
2015
Q2 | $306K | Sell |
3,220
-178
| -5% | -$16.9K | 0.1% | 87 |
|
|
2015
Q1 | $331K | Hold |
3,398
| – | – | 0.11% | 80 |
|
|
2014
Q4 | $318K | Buy |
3,398
+110
| +3% | +$10.3K | 0.11% | 83 |
|
|
2014
Q3 | $312K | Sell |
3,288
-22
| -0.7% | -$2.09K | 0.1% | 82 |
|
|
2014
Q2 | $333K | Sell |
3,310
-792
| -19% | -$79.7K | 0.11% | 80 |
|
|
2014
Q1 | $402K | Hold |
4,102
| – | – | 0.14% | 72 |
|
|
2013
Q4 | $398K | Buy |
4,102
+259
| +7% | +$25.1K | 0.14% | 77 |
|
|
2013
Q3 | $370K | Buy |
3,843
+104
| +3% | +$10K | 0.14% | 77 |
|
|
2013
Q2 | $370K | Buy |
+3,739
| New | +$370K | 0.15% | 77 |
|