MIM
Montgomery Investment Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Hold |
6,158
| – | – | 0.7% | 33 |
|
|
2025
Q1 | $1.92M | Hold |
6,158
| – | – | 0.77% | 34 |
|
|
2024
Q4 | $1.79M | Hold |
6,158
| – | – | 0.7% | 34 |
|
|
2024
Q3 | $1.88M | Sell |
6,158
-50
| -0.8% | -$15.2K | 0.68% | 32 |
|
|
2024
Q2 | $1.58M | Hold |
6,208
| – | – | 0.63% | 33 |
|
|
2024
Q1 | $1.75M | Buy |
6,208
+150
| +2% | +$42.3K | 0.67% | 32 |
|
|
2023
Q4 | $1.8M | Sell |
6,058
-400
| -6% | -$119K | 0.55% | 36 |
|
|
2023
Q3 | $1.7M | Sell |
6,458
-100
| -2% | -$26.3K | 0.59% | 36 |
|
|
2023
Q2 | $1.96M | Hold |
6,558
| – | – | 0.66% | 33 |
|
|
2023
Q1 | $1.83M | Hold |
6,558
| – | – | 0.65% | 36 |
|
|
2022
Q4 | $1.73M | Sell |
6,558
-50
| -0.8% | -$13.2K | 0.61% | 37 |
|
|
2022
Q3 | $1.53M | Sell |
6,608
-100
| -1% | -$23.1K | 0.62% | 35 |
|
|
2022
Q2 | $1.66M | Hold |
6,708
| – | – | 0.67% | 34 |
|
|
2022
Q1 | $1.66M | Hold |
6,708
| – | – | 0.57% | 38 |
|
|
2021
Q4 | $1.8M | Sell |
6,708
-1,250
| -16% | -$335K | 0.6% | 34 |
|
|
2021
Q3 | $1.92M | Hold |
7,958
| – | – | 0.72% | 32 |
|
|
2021
Q2 | $1.84M | Sell |
7,958
-450
| -5% | -$104K | 0.68% | 32 |
|
|
2021
Q1 | $1.89M | Sell |
8,408
-100
| -1% | -$22.4K | 0.72% | 32 |
|
|
2020
Q4 | $1.83M | Hold |
8,508
| – | – | 0.84% | 31 |
|
|
2020
Q3 | $1.87M | Sell |
8,508
-50
| -0.6% | -$11K | 0.98% | 27 |
|
|
2020
Q2 | $1.58M | Sell |
8,558
-2,000
| -19% | -$369K | 0.86% | 30 |
|
|
2020
Q1 | $1.75M | Sell |
10,558
-50
| -0.5% | -$8.27K | 1.14% | 26 |
|
|
2019
Q4 | $2.1M | Sell |
10,608
-500
| -5% | -$98.8K | 0.86% | 31 |
|
|
2019
Q3 | $2.39M | Hold |
11,108
| – | – | 1.02% | 30 |
|
|
2019
Q2 | $2.31M | Sell |
11,108
-1,550
| -12% | -$322K | 1.01% | 30 |
|
|
2019
Q1 | $2.4M | Sell |
12,658
-172
| -1% | -$32.7K | 1.07% | 30 |
|
|
2018
Q4 | $2.28M | Sell |
12,830
-1,050
| -8% | -$186K | 1.16% | 26 |
|
|
2018
Q3 | $2.32M | Sell |
13,880
-300
| -2% | -$50.2K | 0.96% | 32 |
|
|
2018
Q2 | $2.22M | Hold |
14,180
| – | – | 0.92% | 32 |
|
|
2018
Q1 | $2.22M | Sell |
14,180
-200
| -1% | -$31.3K | 0.93% | 32 |
|
|
2017
Q4 | $2.48M | Sell |
14,380
-1,159
| -7% | -$199K | 1% | 29 |
|
|
2017
Q3 | $2.43M | Sell |
15,539
-50
| -0.3% | -$7.83K | 1.08% | 28 |
|
|
2017
Q2 | $2.39M | Sell |
15,589
-100
| -0.6% | -$15.3K | 1.09% | 29 |
|
|
2017
Q1 | $2.03M | Sell |
15,689
-450
| -3% | -$58.3K | 0.87% | 31 |
|
|
2016
Q4 | $1.96M | Hold |
16,139
| – | – | 0.84% | 32 |
|
|
2016
Q3 | $1.86M | Sell |
16,139
-650
| -4% | -$75K | 0.87% | 33 |
|
|
2016
Q2 | $2.02M | Sell |
16,789
-645
| -4% | -$77.6K | 0.98% | 29 |
|
|
2016
Q1 | $2.19M | Sell |
17,434
-645
| -4% | -$81.1K | 1.26% | 20 |
|
|
2015
Q4 | $2.14M | Sell |
18,079
-1,700
| -9% | -$201K | 1.21% | 19 |
|
|
2015
Q3 | $1.95M | Sell |
19,779
-4,300
| -18% | -$424K | 1.15% | 20 |
|
|
2015
Q2 | $2.29M | Sell |
24,079
-901
| -4% | -$85.7K | 1.17% | 20 |
|
|
2015
Q1 | $2.43M | Sell |
24,980
-425
| -2% | -$41.4K | 1.22% | 20 |
|
|
2014
Q4 | $2.38M | Buy |
25,405
+5,380
| +27% | +$504K | 1.14% | 19 |
|
|
2014
Q3 | $1.9M | Buy |
20,025
+2,500
| +14% | +$237K | 1.31% | 19 |
|
|
2014
Q2 | $1.77M | Sell |
17,525
-650
| -4% | -$65.5K | 1.35% | 22 |
|
|
2014
Q1 | $1.78M | Sell |
18,175
-825
| -4% | -$80.9K | 1.45% | 21 |
|
|
2013
Q4 | $1.84M | Sell |
19,000
-20,628
| -52% | -$2M | 1.5% | 20 |
|
|
2013
Q3 | $3.81M | Sell |
39,628
-835
| -2% | -$80.3K | 2.07% | 13 |
|
|
2013
Q2 | $4.01M | Buy |
+40,463
| New | +$4.01M | 2.19% | 12 |
|