P.J. Schmidt Investment Management (PJS)’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.41M | Buy |
27,044
+328
| +1% | +$104K | 1.41% | 22 |
|
|
2025
Q4 | $8.17M | Sell |
26,716
-478
| -2% | -$146K | 1.33% | 21 |
|
|
2025
Q3 | $8.26M | Sell |
27,194
-1,330
| -5% | -$405K | 1.37% | 21 |
|
|
2025
Q2 | $8.33M | Sell |
28,524
-371
| -1% | -$114K | 1.44% | 20 |
|
|
2025
Q1 | $9.03M | Sell |
28,895
-1,449
| -5% | -$433K | 1.65% | 15 |
|
|
2024
Q4 | $8.8M | Sell |
30,344
-564
| -2% | -$168K | 1.53% | 16 |
|
|
2024
Q3 | $9.41M | Sell |
30,908
-1,001
| -3% | -$276K | 1.62% | 17 |
|
|
2024
Q2 | $8.13M | Buy |
31,909
+49
| +0.2% | +$13K | 1.49% | 17 |
|
|
2024
Q1 | $8.98M | Sell |
31,860
-866
| -3% | -$252K | 1.69% | 15 |
|
|
2023
Q4 | $9.56M | Sell |
32,726
-872
| -3% | -$237K | 1.9% | 14 |
|
|
2023
Q3 | $8.68M | Sell |
33,598
-4
| -0% | -$1.14K | 1.86% | 14 |
|
|
2023
Q2 | $9.82M | Sell |
33,602
-814
| -2% | -$236K | 1.95% | 14 |
|
|
2023
Q1 | $10.1M | Sell |
34,416
-508
| -1% | -$136K | 2.12% | 11 |
|
|
2022
Q4 | $9.2M | Sell |
34,924
-660
| -2% | -$174K | 2.08% | 12 |
|
|
2022
Q3 | $9.06M | Sell |
35,584
-188
| -0.5% | -$48.1K | 2.18% | 11 |
|
|
2022
Q2 | $9.32M | Sell |
35,772
-357
| -1% | -$87.9K | 2.03% | 13 |
|
|
2022
Q1 | $9M | Sell |
36,129
-878
| -2% | -$219K | 2% | 14 |
|
|
2021
Q4 | $9.6M | Sell |
37,007
-306
| -0.8% | -$77.3K | 1.92% | 13 |
|
|
2021
Q3 | $8.82M | Sell |
37,313
-1,237
| -3% | -$295K | 1.73% | 16 |
|
|
2021
Q2 | $9.37M | Sell |
38,550
-263
| -0.7% | -$61.2K | 1.87% | 15 |
|
|
2021
Q1 | $9.13M | Sell |
38,813
-866
| -2% | -$185K | 1.9% | 15 |
|
|
2020
Q4 | $8.25M | Sell |
39,679
-139
| -0.3% | -$30.2K | 1.86% | 15 |
|
|
2020
Q3 | $8.88M | Buy |
39,818
+1,087
| +3% | +$223K | 2.16% | 12 |
|
|
2020
Q2 | $7.14M | Buy |
38,731
+41
| +0.1% | +$7.52K | 2.14% | 12 |
|
|
2020
Q1 | $6.4M | Sell |
38,690
-783
| -2% | -$154K | 2.22% | 12 |
|
|
2019
Q4 | $7.8M | Buy |
39,473
+123
| +0.3% | +$24.4K | 2.09% | 9 |
|
|
2019
Q3 | $8.45M | Sell |
39,350
-220
| -0.6% | -$47.2K | 2.4% | 6 |
|
|
2019
Q2 | $8.22M | Sell |
39,570
-2,500
| -6% | -$495K | 2.37% | 6 |
|
|
2019
Q1 | $7.99M | Sell |
42,070
-82
| -0.2% | -$14.9K | 2.34% | 7 |
|
|
2018
Q4 | $7.49M | Sell |
42,152
-479
| -1% | -$84.9K | 2.46% | 7 |
|
|
2018
Q3 | $7.13M | Buy |
42,631
+925
| +2% | +$148K | 2.02% | 11 |
|
|
2018
Q2 | $6.54M | Sell |
41,706
-818
| -2% | -$133K | 1.91% | 13 |
|
|
2018
Q1 | $6.65M | Buy |
42,524
+1,392
| +3% | +$229K | 1.95% | 12 |
|
|
2017
Q4 | $7.08M | Buy |
41,132
+191
| +0.5% | +$32.1K | 2% | 11 |
|
|
2017
Q3 | $6.42M | Sell |
40,941
-614
| -1% | -$96.2K | 1.92% | 13 |
|
|
2017
Q2 | $6.37M | Sell |
41,555
-353
| -0.8% | -$51K | 1.94% | 11 |
|
|
2017
Q1 | $5.43M | Sell |
41,908
-513
| -1% | -$64.4K | 1.93% | 15 |
|
|
2016
Q4 | $5.16M | Buy |
42,421
+967
| +2% | +$113K | 1.91% | 16 |
|
|
2016
Q3 | $4.78M | Buy |
41,454
+7,932
| +24% | +$940K | 1.78% | 17 |
|
|
2016
Q2 | $4.03M | Buy |
33,522
+313
| +0.9% | +$39.2K | 1.5% | 25 |
|
|
2016
Q1 | $4.17M | Sell |
33,209
-1,256
| -4% | -$150K | 1.64% | 21 |
|
|
2015
Q4 | $4.07M | Sell |
34,465
-784
| -2% | -$87.7K | 1.63% | 21 |
|
|
2015
Q3 | $3.47M | Sell |
35,249
-541
| -2% | -$52.7K | 1.51% | 22 |
|
|
2015
Q2 | $3.4M | Sell |
35,790
-1,084
| -3% | -$105K | 1.33% | 25 |
|
|
2015
Q1 | $3.59M | Sell |
36,874
-7,768
| -17% | -$737K | 1.41% | 24 |
|
|
2014
Q4 | $4.18M | Sell |
44,642
-2,719
| -6% | -$255K | 1.65% | 19 |
|
|
2014
Q3 | $4.49M | Sell |
47,361
-5,193
| -10% | -$495K | 1.83% | 15 |
|
|
2014
Q2 | $5.29M | Sell |
52,554
-2,409
| -4% | -$243K | 2.07% | 13 |
|
|
2014
Q1 | $5.39M | Sell |
54,963
-882
| -2% | -$84.3K | 2.13% | 12 |
|
|
2013
Q4 | $5.42M | Sell |
55,845
-1,670
| -3% | -$160K | 2.29% | 12 |
|
|
2013
Q3 | $5.53M | Buy |
57,515
+1,508
| +3% | +$147K | 2.53% | 8 |
|
|
2013
Q2 | $5.54M | Buy |
+56,007
| New | +$5.61M | 2.67% | 8 |
|
Other funds holding MCD
VCM
VPM
DAM