McDaniel Terry & Co’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 | $623K | Sell |
2,133
-42
| -2% | -$12.3K | 0.05% | 60 |
|
|
2025
Q1 | $679K | Hold |
2,175
| – | – | 0.06% | 60 |
|
|
2024
Q4 | $631K | Hold |
2,175
| – | – | 0.05% | 60 |
|
|
2024
Q3 | $662K | Hold |
2,175
| – | – | 0.06% | 60 |
|
|
2024
Q2 | $554K | Buy |
2,175
+907
| +72% | +$231K | 0.05% | 61 |
|
|
2024
Q1 | $358K | Buy |
1,268
+56
| +5% | +$15.8K | 0.03% | 81 |
|
|
2023
Q4 | $359K | Sell |
1,212
-130
| -10% | -$38.5K | 0.03% | 69 |
|
|
2023
Q3 | $354K | Buy |
1,342
+97
| +8% | +$25.6K | 0.04% | 74 |
|
|
2023
Q2 | $372K | Buy |
1,245
+70
| +6% | +$20.9K | 0.04% | 72 |
|
|
2023
Q1 | $329K | Hold |
1,175
| – | – | 0.04% | 72 |
|
|
2022
Q4 | $310K | Buy |
1,175
+33
| +3% | +$8.71K | 0.04% | 73 |
|
|
2022
Q3 | $264K | Sell |
1,142
-282
| -20% | -$65.2K | 0.03% | 80 |
|
|
2022
Q2 | $352K | Hold |
1,424
| – | – | 0.04% | 69 |
|
|
2022
Q1 | $352K | Buy |
1,424
+282
| +25% | +$69.7K | 0.04% | 76 |
|
|
2021
Q4 | $306K | Hold |
1,142
| – | – | 0.03% | 86 |
|
|
2021
Q3 | $275K | Hold |
1,142
| – | – | 0.03% | 74 |
|
|
2021
Q2 | $264K | Hold |
1,142
| – | – | 0.03% | 80 |
|
|
2021
Q1 | $256K | Hold |
1,142
| – | – | 0.03% | 77 |
|
|
2020
Q4 | $245K | Hold |
1,142
| – | – | 0.03% | 79 |
|
|
2020
Q3 | $251K | Hold |
1,142
| – | – | 0.04% | 69 |
|
|
2020
Q2 | $211K | Buy |
+1,142
| New | +$211K | 0.03% | 75 |
|
|
2020
Q1 | – | Sell |
-1,192
| Closed | -$236K | – | 78 |
|
|
2019
Q4 | $236K | Hold |
1,192
| – | – | 0.04% | 75 |
|
|
2019
Q3 | $256K | Buy |
+1,192
| New | +$256K | 0.04% | 70 |
|