Oberweis Asset Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
851
+2
| +0.2% | +$584 | 0.01% | 182 |
|
|
2025
Q1 | $265K | Buy |
849
+1
| +0.1% | +$312 | 0.01% | 185 |
|
|
2024
Q4 | $246K | Buy |
848
+1
| +0.1% | +$290 | 0.01% | 191 |
|
|
2024
Q3 | $258K | Buy |
847
+1
| +0.1% | +$304 | 0.01% | 201 |
|
|
2024
Q2 | $215K | Buy |
846
+2
| +0.2% | +$509 | 0.01% | 194 |
|
|
2024
Q1 | $238K | Buy |
844
+1
| +0.1% | +$282 | 0.02% | 192 |
|
|
2023
Q4 | $250K | Buy |
843
+1
| +0.1% | +$296 | 0.02% | 186 |
|
|
2023
Q3 | $222K | Buy |
842
+1
| +0.1% | +$263 | 0.02% | 185 |
|
|
2023
Q2 | $251K | Buy |
841
+1
| +0.1% | +$298 | 0.03% | 175 |
|
|
2023
Q1 | $235K | Buy |
840
+2
| +0.2% | +$559 | 0.04% | 165 |
|
|
2022
Q4 | $221K | Buy |
+838
| New | +$221K | 0.05% | 161 |
|
|
2022
Q3 | – | Sell |
-836
| Closed | -$206K | – | 178 |
|
|
2022
Q2 | $206K | Buy |
836
+1
| +0.1% | +$246 | 0.05% | 154 |
|
|
2022
Q1 | $206K | Buy |
835
+1
| +0.1% | +$247 | 0.04% | 156 |
|
|
2021
Q4 | $224K | Buy |
834
+1
| +0.1% | +$269 | 0.04% | 151 |
|
|
2021
Q3 | $201K | Sell |
833
-246
| -23% | -$59.4K | 0.04% | 156 |
|
|
2021
Q2 | $249K | Buy |
1,079
+3
| +0.3% | +$692 | 0.05% | 140 |
|
|
2021
Q1 | $241K | Buy |
1,076
+4
| +0.4% | +$896 | 0.05% | 143 |
|
|
2020
Q4 | $230K | Buy |
1,072
+4
| +0.4% | +$858 | 0.06% | 126 |
|
|
2020
Q3 | $234K | Buy |
+1,068
| New | +$234K | 0.08% | 110 |
|
|
2020
Q1 | – | Sell |
-1,056
| Closed | -$209K | – | 188 |
|
|
2019
Q4 | $209K | Buy |
1,056
+3
| +0.3% | +$594 | 0.07% | 189 |
|
|
2019
Q3 | $226K | Buy |
1,053
+4
| +0.4% | +$858 | 0.05% | 183 |
|
|
2019
Q2 | $218K | Buy |
+1,049
| New | +$218K | 0.04% | 184 |
|
|
2013
Q3 | – | Sell |
-4,325
| Closed | -$428K | – | 152 |
|
|
2013
Q2 | $428K | Buy |
+4,325
| New | +$428K | 0.12% | 111 |
|