Nisa Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66M | Buy |
226,060
+4,549
| +2% | +$1.33M | 0.3% | 46 |
|
|
2025
Q1 | $69.2M | Sell |
221,511
-5,044
| -2% | -$1.58M | 0.35% | 41 |
|
|
2024
Q4 | $65.7M | Sell |
226,555
-5,538
| -2% | -$1.61M | 0.25% | 57 |
|
|
2024
Q3 | $70.7M | Buy |
232,093
+11,224
| +5% | +$3.42M | 0.42% | 39 |
|
|
2024
Q2 | $56.3M | Sell |
220,869
-31,600
| -13% | -$8.05M | 0.35% | 47 |
|
|
2024
Q1 | $71.2M | Sell |
252,469
-8,950
| -3% | -$2.52M | 0.46% | 33 |
|
|
2023
Q4 | $77.5M | Buy |
261,419
+5,598
| +2% | +$1.66M | 0.55% | 27 |
|
|
2023
Q3 | $67.4M | Buy |
255,821
+22,120
| +9% | +$5.83M | 0.51% | 31 |
|
|
2023
Q2 | $69.7M | Buy |
233,701
+2,166
| +0.9% | +$646K | 0.51% | 31 |
|
|
2023
Q1 | $64.7M | Buy |
231,535
+913
| +0.4% | +$255K | 0.51% | 34 |
|
|
2022
Q4 | $60.8M | Sell |
230,622
-7,538
| -3% | -$1.99M | 0.48% | 35 |
|
|
2022
Q3 | $55.1M | Sell |
238,160
-10,407
| -4% | -$2.41M | 0.47% | 39 |
|
|
2022
Q2 | $61.4M | Buy |
248,567
+891
| +0.4% | +$220K | 0.54% | 32 |
|
|
2022
Q1 | $61.2M | Buy |
247,676
+2,114
| +0.9% | +$523K | 0.43% | 45 |
|
|
2021
Q4 | $63.7M | Sell |
245,562
-23,527
| -9% | -$6.1M | 0.48% | 46 |
|
|
2021
Q3 | $64.9K | Sell |
269,089
-1,200
| -0.4% | -$289 | 0.39% | 44 |
|
|
2021
Q2 | $62.4K | Sell |
270,289
-16,015
| -6% | -$3.7K | 0.39% | 47 |
|
|
2021
Q1 | $64.2K | Sell |
286,304
-22,920
| -7% | -$5.14K | 0.41% | 48 |
|
|
2020
Q4 | $66.4M | Buy |
309,224
+2,410
| +0.8% | +$517K | 0.43% | 47 |
|
|
2020
Q3 | $67.3M | Buy |
306,814
+650
| +0.2% | +$143K | 0.54% | 37 |
|
|
2020
Q2 | $56.5M | Buy |
306,164
+4,254
| +1% | +$785K | 0.52% | 40 |
|
|
2020
Q1 | $49.9M | Sell |
301,910
-8,740
| -3% | -$1.45M | 0.56% | 38 |
|
|
2019
Q4 | $61.4M | Sell |
310,650
-9,721
| -3% | -$1.92M | 0.53% | 39 |
|
|
2019
Q3 | $68.8M | Buy |
320,371
+2,338
| +0.7% | +$502K | 0.61% | 33 |
|
|
2019
Q2 | $66M | Sell |
318,033
-8,700
| -3% | -$1.81M | 0.63% | 32 |
|
|
2019
Q1 | $62M | Sell |
326,733
-4,526
| -1% | -$859K | 0.6% | 35 |
|
|
2018
Q4 | $58.8M | Buy |
331,259
+12,289
| +4% | +$2.18M | 0.66% | 32 |
|
|
2018
Q3 | $53.4M | Buy |
318,970
+393
| +0.1% | +$65.7K | 0.49% | 42 |
|
|
2018
Q2 | $49.9M | Buy |
318,577
+7,879
| +3% | +$1.23M | 0.51% | 39 |
|
|
2018
Q1 | $48.7M | Sell |
310,698
-5,900
| -2% | -$924K | 0.51% | 44 |
|
|
2017
Q4 | $54.5M | Buy |
316,598
+6,540
| +2% | +$1.13M | 0.56% | 40 |
|
|
2017
Q3 | $48.6M | Sell |
310,058
-4,073
| -1% | -$638K | 0.55% | 39 |
|
|
2017
Q2 | $48M | Sell |
314,131
-6,991
| -2% | -$1.07M | 0.56% | 36 |
|
|
2017
Q1 | $41.6M | Buy |
321,122
+4,850
| +2% | +$629K | 0.49% | 40 |
|
|
2016
Q4 | $38.5M | Sell |
316,272
-4,740
| -1% | -$577K | 0.47% | 41 |
|
|
2016
Q3 | $37M | Sell |
321,012
-466
| -0.1% | -$53.8K | 0.48% | 45 |
|
|
2016
Q2 | $38.7M | Buy |
321,478
+25,455
| +9% | +$3.06M | 0.52% | 43 |
|
|
2016
Q1 | $37.2M | Sell |
296,023
-190
| -0.1% | -$23.9K | 0.53% | 39 |
|
|
2015
Q4 | $35M | Buy |
296,213
+2,650
| +0.9% | +$313K | 0.5% | 40 |
|
|
2015
Q3 | $28.9M | Sell |
293,563
-1,037
| -0.4% | -$102K | 0.44% | 45 |
|
|
2015
Q2 | $28M | Buy |
294,600
+8,438
| +3% | +$802K | 0.4% | 54 |
|
|
2015
Q1 | $27.9M | Buy |
286,162
+7,650
| +3% | +$745K | 0.38% | 59 |
|
|
2014
Q4 | $26.1M | Sell |
278,512
-5,120
| -2% | -$480K | 0.36% | 63 |
|
|
2014
Q3 | $26.9M | Sell |
283,632
-15,080
| -5% | -$1.43M | 0.38% | 57 |
|
|
2014
Q2 | $30.1M | Buy |
298,712
+163
| +0.1% | +$16.4K | 0.42% | 52 |
|
|
2014
Q1 | $29.3M | Sell |
298,549
-350
| -0.1% | -$34.3K | 0.42% | 53 |
|
|
2013
Q4 | $29M | Sell |
298,899
-6,819
| -2% | -$662K | 0.41% | 53 |
|
|
2013
Q3 | $29.4M | Sell |
305,718
-40,200
| -12% | -$3.87M | 0.45% | 48 |
|
|
2013
Q2 | $34.2M | Buy |
+345,918
| New | +$34.2M | 0.53% | 36 |
|