PCA
Peddock Capital Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Sell |
8,648
-413
| -5% | -$121K | 0.58% | 46 |
|
|
2025
Q1 | $2.83M | Buy |
9,061
+8
| +0.1% | +$2.5K | 0.72% | 37 |
|
|
2024
Q4 | $2.62M | Buy |
9,053
+22
| +0.2% | +$6.38K | 0.63% | 42 |
|
|
2024
Q3 | $2.75M | Hold |
9,031
| – | – | 0.66% | 40 |
|
|
2024
Q2 | $2.3M | Sell |
9,031
-133
| -1% | -$33.9K | 0.59% | 41 |
|
|
2024
Q1 | $2.58M | Sell |
9,164
-39
| -0.4% | -$11K | 0.68% | 37 |
|
|
2023
Q4 | $2.73M | Buy |
9,203
+226
| +3% | +$67K | 0.83% | 27 |
|
|
2023
Q3 | $2.36M | Buy |
8,977
+60
| +0.7% | +$15.8K | 0.79% | 28 |
|
|
2023
Q2 | $2.66M | Buy |
8,917
+18
| +0.2% | +$5.37K | 0.88% | 25 |
|
|
2023
Q1 | $2.49M | Buy |
8,899
+575
| +7% | +$161K | 0.86% | 27 |
|
|
2022
Q4 | $2.19M | Sell |
8,324
-261
| -3% | -$68.8K | 0.85% | 28 |
|
|
2022
Q3 | $1.98M | Sell |
8,585
-84
| -1% | -$19.4K | 0.81% | 31 |
|
|
2022
Q2 | $2.14M | Sell |
8,669
-20
| -0.2% | -$4.94K | 0.84% | 26 |
|
|
2022
Q1 | $2.15M | Sell |
8,689
-157
| -2% | -$38.8K | 0.7% | 37 |
|
|
2021
Q4 | $2.37M | Buy |
8,846
+1
| +0% | +$268 | 0.78% | 31 |
|
|
2021
Q3 | $2.13M | Hold |
8,845
| – | – | 0.76% | 34 |
|
|
2021
Q2 | $2.15M | Sell |
8,845
-105
| -1% | -$25.5K | 0.75% | 35 |
|
|
2021
Q1 | $2.01M | Sell |
8,950
-21
| -0.2% | -$4.71K | 0.77% | 31 |
|
|
2020
Q4 | $1.93M | Sell |
8,971
-17
| -0.2% | -$3.65K | 1% | 23 |
|
|
2020
Q3 | $1.97M | Sell |
8,988
-5
| -0.1% | -$1.1K | 1.21% | 20 |
|
|
2020
Q2 | $1.66M | Hold |
8,993
| – | – | 1.05% | 23 |
|
|
2020
Q1 | $1.49M | Sell |
8,993
-39
| -0.4% | -$6.45K | 1.11% | 23 |
|
|
2019
Q4 | $1.79M | Sell |
9,032
-7
| -0.1% | -$1.38K | 0.91% | 22 |
|
|
2019
Q3 | $1.94M | Hold |
9,039
| – | – | 1.08% | 16 |
|
|
2019
Q2 | $1.88M | Hold |
9,039
| – | – | 1% | 20 |
|
|
2019
Q1 | $1.72M | Hold |
9,039
| – | – | 0.93% | 20 |
|
|
2018
Q4 | $1.61M | Sell |
9,039
-116
| -1% | -$20.6K | 0.95% | 20 |
|
|
2018
Q3 | $1.53M | Hold |
9,155
| – | – | 0.74% | 25 |
|
|
2018
Q2 | $1.43M | Hold |
9,155
| – | – | 0.72% | 24 |
|
|
2018
Q1 | $1.43M | Sell |
9,155
-56
| -0.6% | -$8.76K | 0.75% | 24 |
|
|
2017
Q4 | $1.59M | Hold |
9,211
| – | – | 0.79% | 22 |
|
|
2017
Q3 | $1.44M | Hold |
9,211
| – | – | 0.74% | 24 |
|
|
2017
Q2 | $1.41M | Sell |
9,211
-81
| -0.9% | -$12.4K | 0.75% | 23 |
|
|
2017
Q1 | $1.2M | Hold |
9,292
| – | – | 0.7% | 23 |
|
|
2016
Q4 | $1.13M | Sell |
9,292
-357
| -4% | -$43.5K | 0.66% | 24 |
|
|
2016
Q3 | $1.11M | Hold |
9,649
| – | – | 0.68% | 25 |
|
|
2016
Q2 | $1.16M | Hold |
9,649
| – | – | 0.74% | 22 |
|
|
2016
Q1 | $1.21M | Hold |
9,649
| – | – | 0.92% | 22 |
|
|
2015
Q4 | $1.14M | Hold |
9,649
| – | – | 0.87% | 22 |
|
|
2015
Q3 | $951K | Buy |
9,649
+9
| +0.1% | +$887 | 0.87% | 27 |
|
|
2015
Q2 | $916K | Sell |
9,640
-200
| -2% | -$19K | 0.75% | 28 |
|
|
2015
Q1 | $959K | Hold |
9,840
| – | – | 0.79% | 28 |
|
|
2014
Q4 | $922K | Sell |
9,840
-343
| -3% | -$32.1K | 0.75% | 28 |
|
|
2014
Q3 | $965K | Sell |
10,183
-859
| -8% | -$81.4K | 0.79% | 32 |
|
|
2014
Q2 | $1.11M | Sell |
11,042
-500
| -4% | -$50.4K | 0.84% | 26 |
|
|
2014
Q1 | $1.13M | Hold |
11,542
| – | – | 0.89% | 23 |
|
|
2013
Q4 | $1.12M | Buy |
+11,542
| New | +$1.12M | 0.87% | 20 |
|