OPA
Old Port Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
1,046
+1
| +0.1% | +$292 | 0.08% | 188 |
|
|
2025
Q1 | $326K | Buy |
1,045
+8
| +0.8% | +$2.5K | 0.1% | 172 |
|
|
2024
Q4 | $301K | Buy |
1,037
+10
| +1% | +$2.9K | 0.09% | 186 |
|
|
2024
Q3 | $313K | Buy |
1,027
+127
| +14% | +$38.7K | 0.09% | 186 |
|
|
2024
Q2 | $229K | Sell |
900
-120
| -12% | -$30.6K | 0.07% | 204 |
|
|
2024
Q1 | $288K | Buy |
1,020
+42
| +4% | +$11.8K | 0.09% | 183 |
|
|
2023
Q4 | $290K | Buy |
978
+20
| +2% | +$5.93K | 0.1% | 175 |
|
|
2023
Q3 | $252K | Buy |
+958
| New | +$252K | 0.09% | 178 |
|
|
2023
Q1 | $255K | Buy |
897
+20
| +2% | +$5.69K | 0.09% | 186 |
|
|
2022
Q4 | $231K | Sell |
877
-53
| -6% | -$14K | 0.09% | 197 |
|
|
2022
Q3 | $222K | Buy |
930
+32
| +4% | +$7.64K | 0.09% | 199 |
|
|
2022
Q2 | $227K | Buy |
898
+23
| +3% | +$5.81K | 0.09% | 202 |
|
|
2022
Q1 | $218K | Buy |
875
+16
| +2% | +$3.99K | 0.07% | 213 |
|
|
2021
Q4 | $232K | Sell |
859
-105
| -11% | -$28.4K | 0.08% | 203 |
|
|
2021
Q3 | $238K | Buy |
964
+58
| +6% | +$14.3K | 0.09% | 193 |
|
|
2021
Q2 | $215K | Sell |
906
-150
| -14% | -$35.6K | 0.08% | 209 |
|
|
2021
Q1 | $237K | Sell |
1,056
-73
| -6% | -$16.4K | 0.09% | 190 |
|
|
2020
Q4 | $237K | Buy |
1,129
+48
| +4% | +$10.1K | 0.1% | 166 |
|
|
2020
Q3 | $237K | Buy |
+1,081
| New | +$237K | 0.12% | 153 |
|
|
2020
Q1 | – | Sell |
-1,127
| Closed | -$228K | – | 182 |
|
|
2019
Q4 | $228K | Sell |
1,127
-43
| -4% | -$8.7K | 0.11% | 162 |
|
|
2019
Q3 | $248K | Hold |
1,170
| – | – | 0.13% | 147 |
|
|
2019
Q2 | $249K | Sell |
1,170
-62
| -5% | -$13.2K | 0.13% | 152 |
|
|
2019
Q1 | $234K | Buy |
1,232
+58
| +5% | +$11K | 0.12% | 156 |
|
|
2018
Q4 | $217K | Buy |
+1,174
| New | +$217K | 0.12% | 155 |
|