PA
Perennial Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.89M | Buy |
27,021
+78
| +0.3% | +$22.8K | 1.47% | 23 |
|
|
2025
Q1 | $8.42M | Buy |
26,943
+229
| +0.9% | +$71.5K | 1.68% | 19 |
|
|
2024
Q4 | $7.74M | Buy |
+26,714
| New | +$7.74M | 1.69% | 19 |
|
|
2024
Q2 | $6.68M | Buy |
26,210
+274
| +1% | +$69.8K | 1.5% | 22 |
|
|
2024
Q1 | $7.31M | Buy |
25,936
+149
| +0.6% | +$42K | 1.7% | 22 |
|
|
2023
Q4 | $7.65M | Buy |
25,787
+373
| +1% | +$111K | 1.88% | 19 |
|
|
2023
Q3 | $6.7M | Buy |
25,414
+353
| +1% | +$93K | 1.81% | 24 |
|
|
2023
Q2 | $7.48M | Buy |
25,061
+218
| +0.9% | +$65.1K | 1.91% | 20 |
|
|
2023
Q1 | $6.95M | Sell |
24,843
-203
| -0.8% | -$56.8K | 1.99% | 19 |
|
|
2022
Q4 | $6.6M | Sell |
25,046
-910
| -4% | -$240K | 2.1% | 19 |
|
|
2022
Q3 | $5.99M | Sell |
25,956
-40
| -0.2% | -$9.23K | 1.96% | 23 |
|
|
2022
Q2 | $6.42M | Sell |
25,996
-193
| -0.7% | -$47.6K | 2% | 20 |
|
|
2022
Q1 | $6.48M | Buy |
26,189
+1,562
| +6% | +$386K | 1.72% | 26 |
|
|
2021
Q4 | $6.6M | Buy |
24,627
+503
| +2% | +$135K | 1.78% | 29 |
|
|
2021
Q3 | $5.82M | Buy |
24,124
+566
| +2% | +$136K | 1.71% | 28 |
|
|
2021
Q2 | $5.44M | Buy |
23,558
+829
| +4% | +$192K | 1.58% | 30 |
|
|
2021
Q1 | $5.09M | Buy |
22,729
+840
| +4% | +$188K | 1.6% | 29 |
|
|
2020
Q4 | $4.7M | Buy |
21,889
+1,398
| +7% | +$300K | 1.65% | 28 |
|
|
2020
Q3 | $4.5M | Buy |
20,491
+192
| +0.9% | +$42.1K | 1.84% | 26 |
|
|
2020
Q2 | $3.75M | Buy |
20,299
+866
| +4% | +$160K | 1.59% | 30 |
|
|
2020
Q1 | $3.21M | Buy |
19,433
+638
| +3% | +$105K | 1.79% | 26 |
|
|
2019
Q4 | $3.71M | Buy |
18,795
+705
| +4% | +$139K | 1.78% | 25 |
|
|
2019
Q3 | $3.88M | Buy |
18,090
+646
| +4% | +$139K | 2.01% | 18 |
|
|
2019
Q2 | $3.62M | Buy |
17,444
+373
| +2% | +$77.5K | 1.93% | 20 |
|
|
2019
Q1 | $3.24M | Buy |
17,071
+568
| +3% | +$108K | 1.84% | 22 |
|
|
2018
Q4 | $2.93M | Buy |
16,503
+277
| +2% | +$49.2K | 1.9% | 21 |
|
|
2018
Q3 | $2.71M | Buy |
16,226
+270
| +2% | +$45.2K | 1.56% | 30 |
|
|
2018
Q2 | $2.5M | Buy |
15,956
+524
| +3% | +$82.1K | 1.54% | 29 |
|
|
2018
Q1 | $2.41M | Buy |
15,432
+459
| +3% | +$71.8K | 1.52% | 29 |
|
|
2017
Q4 | $2.58M | Buy |
14,973
+386
| +3% | +$66.4K | 1.6% | 27 |
|
|
2017
Q3 | $2.29M | Buy |
14,587
+1,859
| +15% | +$291K | 1.55% | 29 |
|
|
2017
Q2 | $1.95M | Buy |
12,728
+183
| +1% | +$28K | 1.41% | 33 |
|
|
2017
Q1 | $1.63M | Sell |
12,545
-497
| -4% | -$64.4K | 1.25% | 38 |
|
|
2016
Q4 | $1.59M | Buy |
+13,042
| New | +$1.59M | 1.32% | 34 |
|