Notis-McConarty Edward’s McDonald's MCD Stock Holding History

Notis-McConarty Edward’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$354K	Sell	1,210 -10	-0.8%	-$2.92K	0.17%	62
2025 Q1	$381K	Sell	1,220 -46	-4%	-$14.4K	0.2%	55
2024 Q4	$367K	Sell	1,266 -23	-2%	-$6.67K	0.18%	60
2024 Q3	$393K	Sell	1,289 -1,101	-46%	-$335K	0.18%	62
2024 Q2	$609K	Hold	2,390	–	–	0.24%	60
2024 Q1	$674K	Sell	2,390 -133	-5%	-$37.5K	0.27%	60
2023 Q4	$748K	Hold	2,523	–	–	0.3%	58
2023 Q3	$665K	Hold	2,523	–	–	0.27%	62
2023 Q2	$753K	Hold	2,523	–	–	0.29%	61
2023 Q1	$705K	Hold	2,523	–	–	0.28%	64
2022 Q4	$665K	Sell	2,523 -166	-6%	-$43.7K	0.28%	64
2022 Q3	$620K	Sell	2,689 -166	-6%	-$38.3K	0.28%	69
2022 Q2	$705K	Sell	2,855 -15	-0.5%	-$3.7K	0.29%	68
2022 Q1	$710K	Sell	2,870 -5	-0.2%	-$1.24K	0.25%	72
2021 Q4	$771K	Hold	2,875	–	–	0.26%	68
2021 Q3	$693K	Sell	2,875 -25	-0.9%	-$6.03K	0.25%	71
2021 Q2	$670K	Hold	2,900	–	–	0.25%	75
2021 Q1	$650K	Hold	2,900	–	–	0.25%	73
2020 Q4	$622K	Hold	2,900	–	–	0.25%	71
2020 Q3	$637K	Buy	2,900 +150	+5%	+$32.9K	0.28%	69
2020 Q2	$507K	Hold	2,750	–	–	0.24%	72
2020 Q1	$454K	Hold	2,750	–	–	0.25%	70
2019 Q4	$544K	Hold	2,750	–	–	0.24%	72
2019 Q3	$591K	Hold	2,750	–	–	0.28%	71
2019 Q2	$571K	Sell	2,750 -100	-4%	-$20.8K	0.27%	71
2019 Q1	$541K	Hold	2,850	–	–	0.26%	73
2018 Q4	$506K	Hold	2,850	–	–	0.28%	74
2018 Q3	$476K	Hold	2,850	–	–	0.25%	70
2018 Q2	$447K	Sell	2,850 -200	-7%	-$31.4K	0.26%	70
2018 Q1	$477K	Hold	3,050	–	–	0.29%	69
2017 Q4	$525K	Hold	3,050	–	–	0.3%	67
2017 Q3	$478K	Hold	3,050	–	–	0.3%	67
2017 Q2	$467K	Sell	3,050 -530	-15%	-$81.2K	0.3%	68
2017 Q1	$464K	Hold	3,580	–	–	0.3%	69
2016 Q4	$436K	Hold	3,580	–	–	0.3%	72
2016 Q3	$413K	Sell	3,580 -2,450	-41%	-$283K	0.28%	73
2016 Q2	$725K	Hold	6,030	–	–	0.51%	57
2016 Q1	$758K	Hold	6,030	–	–	0.54%	54
2015 Q4	$712K	Sell	6,030 -1,522	-20%	-$180K	0.51%	58
2015 Q3	$744K	Sell	7,552 -1,593	-17%	-$157K	0.56%	53
2015 Q2	$869K	Sell	9,145 -1,135	-11%	-$108K	0.59%	53
2015 Q1	$1M	Sell	10,280 -6,023	-37%	-$587K	0.69%	45
2014 Q4	$1.53M	Sell	16,303 -460	-3%	-$43.1K	1.05%	35
2014 Q3	$1.59M	Buy	16,763 +4,600	+38%	+$436K	1.12%	34
2014 Q2	$1.23M	Hold	12,163	–	–	0.81%	41
2014 Q1	$1.19M	Sell	12,163 -100	-0.8%	-$9.8K	0.83%	42
2013 Q4	$1.19M	Buy	+12,263	New	+$1.19M	0.83%	39