NCM
Nelson Capital Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Hold |
880
| – | – | 0.03% | 95 |
|
|
2025
Q1 | $275K | Hold |
880
| – | – | 0.05% | 91 |
|
|
2024
Q4 | $255K | Hold |
880
| – | – | 0.04% | 97 |
|
|
2024
Q3 | $268K | Buy |
880
+65
| +8% | +$19.8K | 0.05% | 94 |
|
|
2024
Q2 | $208K | Sell |
815
-75
| -8% | -$19.1K | 0.04% | 100 |
|
|
2024
Q1 | $251K | Hold |
890
| – | – | 0.05% | 95 |
|
|
2023
Q4 | $264K | Hold |
890
| – | – | 0.06% | 88 |
|
|
2023
Q3 | $234K | Hold |
890
| – | – | 0.06% | 89 |
|
|
2023
Q2 | $266K | Hold |
890
| – | – | 0.07% | 82 |
|
|
2023
Q1 | $249K | Hold |
890
| – | – | 0.07% | 83 |
|
|
2022
Q4 | $235K | Hold |
890
| – | – | 0.07% | 87 |
|
|
2022
Q3 | $205K | Sell |
890
-4
| -0.4% | -$921 | 0.06% | 93 |
|
|
2022
Q2 | $221K | Hold |
894
| – | – | 0.06% | 92 |
|
|
2022
Q1 | $221K | Sell |
894
-7
| -0.8% | -$1.73K | 0.04% | 97 |
|
|
2021
Q4 | $242K | Hold |
901
| – | – | 0.04% | 98 |
|
|
2021
Q3 | $217K | Sell |
901
-60
| -6% | -$14.5K | 0.04% | 95 |
|
|
2021
Q2 | $222K | Sell |
961
-11
| -1% | -$2.54K | 0.04% | 94 |
|
|
2021
Q1 | $218K | Sell |
972
-559
| -37% | -$125K | 0.05% | 94 |
|
|
2020
Q4 | $329K | Sell |
1,531
-35
| -2% | -$7.52K | 0.07% | 77 |
|
|
2020
Q3 | $344K | Hold |
1,566
| – | – | 0.06% | 83 |
|
|
2020
Q2 | $289K | Sell |
1,566
-200
| -11% | -$36.9K | 0.06% | 82 |
|
|
2020
Q1 | $292K | Buy |
1,766
+29
| +2% | +$4.8K | 0.08% | 77 |
|
|
2019
Q4 | $343K | Sell |
1,737
-100
| -5% | -$19.7K | 0.07% | 81 |
|
|
2019
Q3 | $394K | Sell |
1,837
-190
| -9% | -$40.8K | 0.09% | 72 |
|
|
2019
Q2 | $421K | Hold |
2,027
| – | – | 0.1% | 73 |
|
|
2019
Q1 | $385K | Sell |
2,027
-16
| -0.8% | -$3.04K | 0.1% | 71 |
|
|
2018
Q4 | $363K | Buy |
2,043
+110
| +6% | +$19.5K | 0.1% | 74 |
|
|
2018
Q3 | $323K | Buy |
1,933
+16
| +0.8% | +$2.67K | 0.07% | 74 |
|
|
2018
Q2 | $300K | Sell |
1,917
-1,320
| -41% | -$207K | 0.08% | 74 |
|
|
2018
Q1 | $506K | Hold |
3,237
| – | – | 0.13% | 68 |
|
|
2017
Q4 | $557K | Buy |
3,237
+100
| +3% | +$17.2K | 0.17% | 61 |
|
|
2017
Q3 | $492K | Sell |
3,137
-280
| -8% | -$43.9K | 0.16% | 59 |
|
|
2017
Q2 | $523K | Hold |
3,417
| – | – | 0.18% | 57 |
|
|
2017
Q1 | $443K | Hold |
3,417
| – | – | 0.15% | 59 |
|
|
2016
Q4 | $416K | Hold |
3,417
| – | – | 0.15% | 59 |
|
|
2016
Q3 | $394K | Buy |
3,417
+770
| +29% | +$88.8K | 0.14% | 58 |
|
|
2016
Q2 | $319K | Buy |
2,647
+7
| +0.3% | +$844 | 0.12% | 58 |
|
|
2016
Q1 | $332K | Sell |
2,640
-400
| -13% | -$50.3K | 0.13% | 58 |
|
|
2015
Q4 | $359K | Sell |
3,040
-550
| -15% | -$65K | 0.14% | 56 |
|
|
2015
Q3 | $354K | Sell |
3,590
-100
| -3% | -$9.86K | 0.14% | 58 |
|
|
2015
Q2 | $351K | Sell |
3,690
-2,490
| -40% | -$237K | 0.13% | 63 |
|
|
2015
Q1 | $602K | Sell |
6,180
-2,950
| -32% | -$287K | 0.22% | 57 |
|
|
2014
Q4 | $855K | Buy |
9,130
+10
| +0.1% | +$936 | 0.32% | 53 |
|
|
2014
Q3 | $865K | Sell |
9,120
-610
| -6% | -$57.9K | 0.33% | 54 |
|
|
2014
Q2 | $980K | Sell |
9,730
-100
| -1% | -$10.1K | 0.39% | 52 |
|
|
2014
Q1 | $964K | Buy |
9,830
+100
| +1% | +$9.81K | 0.42% | 51 |
|
|
2013
Q4 | $944K | Sell |
9,730
-666
| -6% | -$64.6K | 0.42% | 53 |
|
|
2013
Q3 | $1M | Sell |
10,396
-925
| -8% | -$89K | 0.48% | 52 |
|
|
2013
Q2 | $1.12M | Buy |
+11,321
| New | +$1.12M | 0.57% | 46 |
|