NHC
Nicholas Hoffman & Company’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Buy |
14,624
+1,565
| +12% | +$457K | 0.11% | 42 |
|
|
2025
Q1 | $4.08M | Sell |
13,059
-141
| -1% | -$44K | 0.16% | 38 |
|
|
2024
Q4 | $3.83M | Sell |
13,200
-312
| -2% | -$90.4K | 0.15% | 41 |
|
|
2024
Q3 | $4.11M | Sell |
13,512
-1,166
| -8% | -$355K | 0.17% | 38 |
|
|
2024
Q2 | $3.74M | Buy |
14,678
+102
| +0.7% | +$26K | 0.18% | 39 |
|
|
2024
Q1 | $4.11M | Sell |
14,576
-740
| -5% | -$209K | 0.21% | 37 |
|
|
2023
Q4 | $4.54M | Buy |
15,316
+463
| +3% | +$137K | 0.27% | 30 |
|
|
2023
Q3 | $3.91M | Sell |
14,853
-126
| -0.8% | -$33.2K | 0.29% | 33 |
|
|
2023
Q2 | $4.47M | Buy |
14,979
+266
| +2% | +$79.4K | 0.17% | 32 |
|
|
2023
Q1 | $4.11M | Buy |
14,713
+116
| +0.8% | +$32.4K | 0.37% | 29 |
|
|
2022
Q4 | $3.85M | Buy |
14,597
+67
| +0.5% | +$17.7K | 0.41% | 31 |
|
|
2022
Q3 | $3.35M | Buy |
14,530
+50
| +0.3% | +$11.5K | 0.16% | 30 |
|
|
2022
Q2 | $3.58M | Buy |
14,480
+30
| +0.2% | +$7.41K | 0.17% | 29 |
|
|
2022
Q1 | $3.57M | Buy |
14,450
+275
| +2% | +$68K | 0.14% | 30 |
|
|
2021
Q4 | $3.8M | Buy |
14,175
+89
| +0.6% | +$23.9K | 0.12% | 30 |
|
|
2021
Q3 | $3.4M | Sell |
14,086
-973
| -6% | -$235K | 0.6% | 28 |
|
|
2021
Q2 | $3.48M | Buy |
15,059
+410
| +3% | +$94.7K | 0.63% | 24 |
|
|
2021
Q1 | $3.28M | Buy |
14,649
+77
| +0.5% | +$17.3K | 0.66% | 24 |
|
|
2020
Q4 | $3.13M | Buy |
14,572
+245
| +2% | +$52.6K | 0.72% | 23 |
|
|
2020
Q3 | $3.15M | Sell |
14,327
-143
| -1% | -$31.4K | 0.83% | 22 |
|
|
2020
Q2 | $2.67M | Buy |
14,470
+398
| +3% | +$73.4K | 0.77% | 22 |
|
|
2020
Q1 | $2.33M | Sell |
14,072
-551
| -4% | -$91.1K | 0.78% | 26 |
|
|
2019
Q4 | $2.89M | Sell |
14,623
-210
| -1% | -$41.5K | 0.8% | 27 |
|
|
2019
Q3 | $3.19M | Buy |
14,833
+51
| +0.3% | +$11K | 0.97% | 20 |
|
|
2019
Q2 | $3.07M | Buy |
14,782
+372
| +3% | +$77.3K | 0.95% | 19 |
|
|
2019
Q1 | $2.74M | Buy |
14,410
+30
| +0.2% | +$5.7K | 0.88% | 25 |
|
|
2018
Q4 | $2.55M | Buy |
14,380
+80
| +0.6% | +$14.2K | 0.88% | 27 |
|
|
2018
Q3 | $2.39M | Buy |
14,300
+12
| +0.1% | +$2.01K | 0.81% | 25 |
|
|
2018
Q2 | $2.24M | Sell |
14,288
-317
| -2% | -$49.7K | 0.82% | 23 |
|
|
2018
Q1 | $2.28M | Buy |
14,605
+57
| +0.4% | +$8.91K | 0.89% | 23 |
|
|
2017
Q4 | $2.5M | Buy |
14,548
+287
| +2% | +$49.4K | 0.98% | 20 |
|
|
2017
Q3 | $2.23M | Buy |
14,261
+293
| +2% | +$45.9K | 0.94% | 20 |
|
|
2017
Q2 | $2.14M | Buy |
13,968
+752
| +6% | +$115K | 0.97% | 20 |
|
|
2017
Q1 | $1.71M | Sell |
13,216
-210
| -2% | -$27.2K | 0.8% | 31 |
|
|
2016
Q4 | $1.61M | Buy |
13,426
+767
| +6% | +$91.7K | 0.81% | 28 |
|
|
2016
Q3 | $1.46M | Buy |
12,659
+39
| +0.3% | +$4.5K | 0.8% | 30 |
|
|
2016
Q2 | $1.52M | Buy |
+12,620
| New | +$1.52M | 0.88% | 29 |
|