Mogy Joel R Investment Counsel’s McDonald's MCD Stock Holding History

Mogy Joel R Investment Counsel’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.66M	Hold	5,693	–	–	0.1%	52
2025 Q1	$1.78M	Sell	5,693 -300	-5%	-$93.7K	0.11%	53
2024 Q4	$1.74M	Sell	5,993 -87	-1%	-$25.2K	0.1%	55
2024 Q3	$1.85M	Sell	6,080 -1,616	-21%	-$492K	0.11%	51
2024 Q2	$1.96M	Buy	7,696 +363	+5%	+$92.5K	0.12%	50
2024 Q1	$2.07M	Hold	7,333	–	–	0.14%	50
2023 Q4	$2.17M	Hold	7,333	–	–	0.16%	51
2023 Q3	$1.93M	Hold	7,333	–	–	0.16%	55
2023 Q2	$2.19M	Hold	7,333	–	–	0.17%	55
2023 Q1	$2.05M	Buy	7,333 +1	+0%	+$280	0.18%	52
2022 Q4	$1.93M	Buy	7,332 +394	+6%	+$104K	0.19%	51
2022 Q3	$1.6M	Hold	6,938	–	–	0.17%	55
2022 Q2	$1.71M	Buy	6,938 +60	+0.9%	+$14.8K	0.17%	57
2022 Q1	$1.7M	Sell	6,878 -102	-1%	-$25.2K	0.13%	58
2021 Q4	$1.87M	Sell	6,980 -23	-0.3%	-$6.17K	0.13%	57
2021 Q3	$1.69M	Hold	7,003	–	–	0.14%	59
2021 Q2	$1.62M	Hold	7,003	–	–	0.14%	63
2021 Q1	$1.57M	Hold	7,003	–	–	0.15%	64
2020 Q4	$1.5M	Hold	7,003	–	–	0.15%	62
2020 Q3	$1.54M	Sell	7,003 -300	-4%	-$65.8K	0.17%	59
2020 Q2	$1.35M	Hold	7,303	–	–	0.16%	62
2020 Q1	$1.21M	Hold	7,303	–	–	0.17%	64
2019 Q4	$1.44M	Hold	7,303	–	–	0.17%	71
2019 Q3	$1.57M	Hold	7,303	–	–	0.2%	64
2019 Q2	$1.52M	Hold	7,303	–	–	0.2%	64
2019 Q1	$1.39M	Hold	7,303	–	–	0.19%	66
2018 Q4	$1.3M	Sell	7,303 -250	-3%	-$44.4K	0.2%	66
2018 Q3	$1.26M	Sell	7,553 -50	-0.7%	-$8.37K	0.17%	71
2018 Q2	$1.19M	Buy	7,603 +50	+0.7%	+$7.83K	0.18%	70
2018 Q1	$1.18M	Hold	7,553	–	–	0.18%	68
2017 Q4	$1.3M	Hold	7,553	–	–	0.2%	69
2017 Q3	$1.18M	Hold	7,553	–	–	0.2%	72
2017 Q2	$1.16M	Hold	7,553	–	–	0.2%	71
2017 Q1	$979K	Hold	7,553	–	–	0.17%	75
2016 Q4	$919K	Hold	7,553	–	–	0.17%	79
2016 Q3	$871K	Buy	7,553 +100	+1%	+$11.5K	0.16%	80
2016 Q2	$897K	Buy	7,453 +3	+0%	+$361	0.17%	82
2016 Q1	$936K	Buy	7,450 +6,705	+900%	+$842K	0.17%	80
2015 Q4	$880	Sell	745 -6,705	-90%	-$7.92K	0.17%	80
2015 Q3	$734K	Hold	7,450	–	–	0.15%	88
2015 Q2	$708K	Buy	7,450 +100	+1%	+$9.5K	0.13%	92
2015 Q1	$716K	Sell	7,350 -1,050	-13%	-$102K	0.13%	95
2014 Q4	$787K	Sell	8,400 -20,111	-71%	-$1.88M	0.15%	87
2014 Q3	$2.7M	Sell	28,511 -1,000	-3%	-$94.8K	0.54%	50
2014 Q2	$2.97M	Hold	29,511	–	–	0.6%	49
2014 Q1	$2.89M	Buy	29,511 +850	+3%	+$83.3K	0.6%	48
2013 Q4	$2.78M	Buy	28,661 +330	+1%	+$32K	0.59%	50
2013 Q3	$2.73M	Sell	28,331 -150	-0.5%	-$14.4K	0.63%	49
2013 Q2	$2.82M	Buy	+28,481	New	+$2.82M	0.68%	44