MAA
Matrix Asset Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
1,084
+4
| +0.4% | +$1.17K | 0.03% | 83 |
|
|
2025
Q1 | $337K | Buy |
1,080
+3
| +0.3% | +$937 | 0.04% | 80 |
|
|
2024
Q4 | $312K | Buy |
1,077
+3
| +0.3% | +$870 | 0.03% | 86 |
|
|
2024
Q3 | $327K | Buy |
1,074
+4
| +0.4% | +$1.22K | 0.04% | 79 |
|
|
2024
Q2 | $273K | Buy |
1,070
+3
| +0.3% | +$765 | 0.03% | 80 |
|
|
2024
Q1 | $301K | Sell |
1,067
-66
| -6% | -$18.6K | 0.04% | 77 |
|
|
2023
Q4 | $336K | Buy |
1,133
+3
| +0.3% | +$890 | 0.04% | 75 |
|
|
2023
Q3 | $298K | Sell |
1,130
-196
| -15% | -$51.6K | 0.04% | 75 |
|
|
2023
Q2 | $396K | Buy |
1,326
+559
| +73% | +$167K | 0.05% | 73 |
|
|
2023
Q1 | $214K | Buy |
+767
| New | +$214K | 0.03% | 85 |
|
|
2017
Q2 | – | Sell |
-31,572
| Closed | -$4.09M | – | 69 |
|
|
2017
Q1 | $4.09M | Sell |
31,572
-20,466
| -39% | -$2.65M | 0.72% | 45 |
|
|
2016
Q4 | $6.33M | Buy |
52,038
+1,823
| +4% | +$222K | 1.07% | 40 |
|
|
2016
Q3 | $5.79M | Buy |
50,215
+19,435
| +63% | +$2.24M | 1.02% | 42 |
|
|
2016
Q2 | $3.7M | Sell |
30,780
-5,318
| -15% | -$640K | 0.72% | 49 |
|
|
2016
Q1 | $4.54M | Sell |
36,098
-89,390
| -71% | -$11.2M | 0.89% | 41 |
|
|
2015
Q4 | $14.8M | Sell |
125,488
-97,846
| -44% | -$11.6M | 2.85% | 11 |
|
|
2015
Q3 | $22M | Sell |
223,334
-4,710
| -2% | -$464K | 3.14% | 9 |
|
|
2015
Q2 | $21.7M | Sell |
228,044
-4,347
| -2% | -$413K | 2.72% | 16 |
|
|
2015
Q1 | $22.6M | Buy |
232,391
+10,340
| +5% | +$1.01M | 2.62% | 20 |
|
|
2014
Q4 | $20.8M | Buy |
222,051
+10,816
| +5% | +$1.01M | 2.35% | 25 |
|
|
2014
Q3 | $20M | Buy |
211,235
+2,395
| +1% | +$227K | 2.33% | 25 |
|
|
2014
Q2 | $21M | Sell |
208,840
-4,856
| -2% | -$489K | 2.39% | 23 |
|
|
2014
Q1 | $20.9M | Buy |
213,696
+11,249
| +6% | +$1.1M | 2.51% | 21 |
|
|
2013
Q4 | $19.6M | Buy |
202,447
+85,390
| +73% | +$8.29M | 2.38% | 22 |
|
|
2013
Q3 | $11.3M | Buy |
117,057
+99,595
| +570% | +$9.58M | 1.52% | 32 |
|
|
2013
Q2 | $1.73M | Buy |
+17,462
| New | +$1.73M | 0.24% | 54 |
|