Miller Investment 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 | $826K | Hold |
2,826
| – | – | 0.09% | 69 |
|
|
2025
Q1 | $883K | Hold |
2,826
| – | – | 0.1% | 65 |
|
|
2024
Q4 | $819K | Hold |
2,826
| – | – | 0.09% | 66 |
|
|
2024
Q3 | $861K | Hold |
2,826
| – | – | 0.09% | 68 |
|
|
2024
Q2 | $720K | Hold |
2,826
| – | – | 0.09% | 72 |
|
|
2024
Q1 | $797K | Hold |
2,826
| – | – | 0.1% | 73 |
|
|
2023
Q4 | $838K | Hold |
2,826
| – | – | 0.12% | 69 |
|
|
2023
Q3 | $744K | Hold |
2,826
| – | – | 0.12% | 67 |
|
|
2023
Q2 | $843K | Hold |
2,826
| – | – | 0.13% | 65 |
|
|
2023
Q1 | $790K | Hold |
2,826
| – | – | 0.13% | 63 |
|
|
2022
Q4 | $745K | Hold |
2,826
| – | – | 0.13% | 63 |
|
|
2022
Q3 | $652K | Hold |
2,826
| – | – | 0.14% | 58 |
|
|
2022
Q2 | $698K | Hold |
2,826
| – | – | 0.14% | 55 |
|
|
2022
Q1 | $699K | Hold |
2,826
| – | – | 0.11% | 59 |
|
|
2021
Q4 | $758K | Hold |
2,826
| – | – | 0.11% | 60 |
|
|
2021
Q3 | $681K | Hold |
2,826
| – | – | 0.12% | 56 |
|
|
2021
Q2 | $653K | Hold |
2,826
| – | – | 0.11% | 56 |
|
|
2021
Q1 | $633K | Hold |
2,826
| – | – | 0.12% | 56 |
|
|
2020
Q4 | $606K | Hold |
2,826
| – | – | 0.11% | 57 |
|
|
2020
Q3 | $620K | Hold |
2,826
| – | – | 0.15% | 49 |
|
|
2020
Q2 | $521K | Hold |
2,826
| – | – | 0.15% | 49 |
|
|
2020
Q1 | $467K | Hold |
2,826
| – | – | 0.15% | 50 |
|
|
2019
Q4 | $558K | Hold |
2,826
| – | – | 0.12% | 53 |
|
|
2019
Q3 | $607K | Hold |
2,826
| – | – | 0.14% | 52 |
|
|
2019
Q2 | $587K | Hold |
2,826
| – | – | 0.13% | 53 |
|
|
2019
Q1 | $537K | Sell |
2,826
-421
| -13% | -$80K | 0.14% | 52 |
|
|
2018
Q4 | $577K | Hold |
3,247
| – | – | 0.17% | 48 |
|
|
2018
Q3 | $543K | Hold |
3,247
| – | – | 0.16% | 52 |
|
|
2018
Q2 | $509K | Sell |
3,247
-8
| -0.2% | -$1.25K | 0.15% | 55 |
|
|
2018
Q1 | $509K | Sell |
3,255
-1,062
| -25% | -$166K | 0.17% | 51 |
|
|
2017
Q4 | $743K | Sell |
4,317
-15
| -0.3% | -$2.58K | 0.23% | 44 |
|
|
2017
Q3 | $679K | Hold |
4,332
| – | – | 0.22% | 45 |
|
|
2017
Q2 | $663K | Sell |
4,332
-6
| -0.1% | -$918 | 0.23% | 44 |
|
|
2017
Q1 | $562K | Hold |
4,338
| – | – | 0.21% | 44 |
|
|
2016
Q4 | $528K | Hold |
4,338
| – | – | 0.17% | 47 |
|
|
2016
Q3 | $500K | Buy |
4,338
+2,338
| +117% | +$269K | 0.18% | 47 |
|
|
2016
Q2 | $241K | Hold |
2,000
| – | – | 0.09% | 62 |
|
|
2016
Q1 | $251K | Hold |
2,000
| – | – | 0.11% | 59 |
|
|
2015
Q4 | $236K | Buy |
+2,000
| New | +$236K | 0.09% | 58 |
|
|
2014
Q4 | – | Sell |
-2,000
| Closed | -$190K | – | 68 |
|
|
2014
Q3 | $190K | Hold |
2,000
| – | – | 0.09% | 65 |
|
|
2014
Q2 | $201K | Sell |
2,000
-800
| -29% | -$80.4K | 0.09% | 72 |
|
|
2014
Q1 | $274K | Hold |
2,800
| – | – | 0.15% | 62 |
|
|
2013
Q4 | $272K | Sell |
2,800
-75
| -3% | -$7.29K | 0.15% | 60 |
|
|
2013
Q3 | $277K | Sell |
2,875
-1,565
| -35% | -$151K | 0.17% | 55 |
|
|
2013
Q2 | $440K | Buy |
+4,440
| New | +$440K | 0.31% | 46 |
|