MLL
Moody Lynn & Lieberson’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
36,992
+640
| +2% | +$187K | 0.62% | 36 |
|
|
2025
Q1 | $11.4M | Sell |
36,352
-306
| -0.8% | -$95.6K | 0.73% | 36 |
|
|
2024
Q4 | $10.6M | Sell |
36,658
-7,336
| -17% | -$2.13M | 0.65% | 33 |
|
|
2024
Q3 | $13.4M | Buy |
43,994
+1,208
| +3% | +$368K | 0.83% | 32 |
|
|
2024
Q2 | $10.9M | Sell |
42,786
-528
| -1% | -$135K | 0.71% | 35 |
|
|
2024
Q1 | $12.2M | Buy |
43,314
+939
| +2% | +$265K | 0.82% | 34 |
|
|
2023
Q4 | $12.6M | Sell |
42,375
-543
| -1% | -$161K | 0.96% | 33 |
|
|
2023
Q3 | $11.3M | Sell |
42,918
-416
| -1% | -$110K | 0.97% | 32 |
|
|
2023
Q2 | $12.9M | Buy |
43,334
+327
| +0.8% | +$97.6K | 1.04% | 30 |
|
|
2023
Q1 | $12M | Sell |
43,007
-57
| -0.1% | -$15.9K | 1.08% | 32 |
|
|
2022
Q4 | $11.3M | Buy |
43,064
+95
| +0.2% | +$25K | 1.04% | 34 |
|
|
2022
Q3 | $9.92M | Sell |
42,969
-94
| -0.2% | -$21.7K | 0.96% | 39 |
|
|
2022
Q2 | $10.6M | Buy |
43,063
+1,464
| +4% | +$361K | 0.96% | 36 |
|
|
2022
Q1 | $10.3M | Buy |
41,599
+3,952
| +10% | +$977K | 0.75% | 39 |
|
|
2021
Q4 | $10.1M | Buy |
37,647
+2,624
| +7% | +$703K | 0.68% | 45 |
|
|
2021
Q3 | $8.44M | Sell |
35,023
-1,018
| -3% | -$245K | 0.63% | 45 |
|
|
2021
Q2 | $8.33M | Sell |
36,041
-188
| -0.5% | -$43.4K | 0.63% | 49 |
|
|
2021
Q1 | $8.12M | Buy |
36,229
+237
| +0.7% | +$53.1K | 0.67% | 46 |
|
|
2020
Q4 | $7.72M | Buy |
35,992
+413
| +1% | +$88.6K | 0.66% | 48 |
|
|
2020
Q3 | $7.81M | Buy |
35,579
+477
| +1% | +$105K | 0.77% | 42 |
|
|
2020
Q2 | $6.48M | Buy |
35,102
+16
| +0% | +$2.95K | 0.7% | 40 |
|
|
2020
Q1 | $5.8K | Sell |
35,086
-614
| -2% | -$102 | 0.8% | 40 |
|
|
2019
Q4 | $7.06M | Buy |
35,700
+18
| +0.1% | +$3.56K | 0.68% | 45 |
|
|
2019
Q3 | $7.66M | Buy |
35,682
+175
| +0.5% | +$37.6K | 0.86% | 41 |
|
|
2019
Q2 | $7.37M | Sell |
35,507
-692
| -2% | -$144K | 0.81% | 43 |
|
|
2019
Q1 | $6.87M | Sell |
36,199
-372
| -1% | -$70.6K | 0.79% | 46 |
|
|
2018
Q4 | $6.49M | Buy |
36,571
+99
| +0.3% | +$17.6K | 0.87% | 39 |
|
|
2018
Q3 | $6.1M | Sell |
36,472
-248
| -0.7% | -$41.5K | 0.65% | 49 |
|
|
2018
Q2 | $5.75M | Sell |
36,720
-282
| -0.8% | -$44.2K | 0.68% | 45 |
|
|
2018
Q1 | $5.79M | Buy |
37,002
+481
| +1% | +$75.2K | 0.7% | 43 |
|
|
2017
Q4 | $6.3M | Buy |
36,521
+565
| +2% | +$97.4K | 0.67% | 47 |
|
|
2017
Q3 | $5.63M | Buy |
35,956
+614
| +2% | +$96.2K | 0.69% | 45 |
|
|
2017
Q2 | $5.41M | Buy |
35,342
+15,903
| +82% | +$2.44M | 0.71% | 46 |
|
|
2017
Q1 | $2.52M | Buy |
19,439
+177
| +0.9% | +$22.9K | 0.35% | 65 |
|
|
2016
Q4 | $2.35M | Sell |
19,262
-2,582
| -12% | -$314K | 0.34% | 69 |
|
|
2016
Q3 | $2.52M | Sell |
21,844
-97
| -0.4% | -$11.2K | 0.42% | 64 |
|
|
2016
Q2 | $2.64M | Sell |
21,941
-52,880
| -71% | -$6.36M | 0.47% | 53 |
|
|
2016
Q1 | $9.4M | Buy |
74,821
+7,321
| +11% | +$920K | 1.48% | 20 |
|
|
2015
Q4 | $7.97M | Buy |
67,500
+51,982
| +335% | +$6.14M | 1.25% | 24 |
|
|
2015
Q3 | $1.53M | Sell |
15,518
-1,750
| -10% | -$172K | 0.29% | 71 |
|
|
2015
Q2 | $1.64M | Sell |
17,268
-618
| -3% | -$58.8K | 0.26% | 83 |
|
|
2015
Q1 | $1.74M | Sell |
17,886
-779
| -4% | -$75.9K | 0.28% | 77 |
|
|
2014
Q4 | $1.75M | Sell |
18,665
-2,530
| -12% | -$237K | 0.25% | 85 |
|
|
2014
Q3 | $2.01M | Sell |
21,195
-647
| -3% | -$61.3K | 0.3% | 83 |
|
|
2014
Q2 | $2.2M | Sell |
21,842
-68
| -0.3% | -$6.85K | 0.3% | 81 |
|
|
2014
Q1 | $2.15M | Buy |
21,910
+1,621
| +8% | +$159K | 0.31% | 85 |
|
|
2013
Q4 | $1.97M | Sell |
20,289
-862
| -4% | -$83.7K | 0.27% | 90 |
|
|
2013
Q3 | $2.04M | Buy |
21,151
+356
| +2% | +$34.3K | 0.31% | 87 |
|
|
2013
Q2 | $2.06M | Buy |
+20,795
| New | +$2.06M | 0.36% | 75 |
|