Pinkerton Retirement Specialists’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 | $4.56M | Buy |
15,600
+501
| +3% | +$146K | 0.54% | 45 |
|
|
2025
Q1 | $4.72M | Buy |
15,099
+556
| +4% | +$174K | 0.61% | 38 |
|
|
2024
Q4 | $4.22M | Buy |
14,543
+405
| +3% | +$117K | 0.61% | 46 |
|
|
2024
Q3 | $4.31M | Buy |
14,138
+432
| +3% | +$132K | 0.63% | 50 |
|
|
2024
Q2 | $3.49M | Buy |
13,706
+1,424
| +12% | +$363K | 0.54% | 58 |
|
|
2024
Q1 | $3.46M | Buy |
12,282
+2,660
| +28% | +$750K | 0.56% | 55 |
|
|
2023
Q4 | $2.85M | Sell |
9,622
-550
| -5% | -$163K | 0.55% | 37 |
|
|
2023
Q3 | $2.68M | Sell |
10,172
-63
| -0.6% | -$16.6K | 0.58% | 44 |
|
|
2023
Q2 | $3.05M | Buy |
10,235
+117
| +1% | +$34.9K | 0.6% | 36 |
|
|
2023
Q1 | $2.83M | Buy |
10,118
+199
| +2% | +$55.6K | 0.53% | 45 |
|
|
2022
Q4 | $2.61M | Buy |
9,919
+646
| +7% | +$170K | 0.57% | 39 |
|
|
2022
Q3 | $2.14M | Sell |
9,273
-822
| -8% | -$190K | 0.82% | 37 |
|
|
2022
Q2 | $2.49M | Sell |
10,095
-1,437
| -12% | -$355K | 0.75% | 38 |
|
|
2022
Q1 | $2.85M | Buy |
11,532
+1,016
| +10% | +$251K | 0.64% | 49 |
|
|
2021
Q4 | $2.82M | Buy |
10,516
+183
| +2% | +$49.1K | 0.49% | 44 |
|
|
2021
Q3 | $2.49M | Buy |
10,333
+23
| +0.2% | +$5.55K | 0.48% | 56 |
|
|
2021
Q2 | $2.38M | Buy |
10,310
+473
| +5% | +$109K | 0.46% | 58 |
|
|
2021
Q1 | $2.21M | Buy |
9,837
+254
| +3% | +$56.9K | 0.46% | 60 |
|
|
2020
Q4 | $2.06M | Sell |
9,583
-602
| -6% | -$129K | 0.49% | 56 |
|
|
2020
Q3 | $2.24M | Sell |
10,185
-712
| -7% | -$156K | 0.61% | 31 |
|
|
2020
Q2 | $2.01M | Buy |
10,897
+4,146
| +61% | +$765K | 0.64% | 36 |
|
|
2020
Q1 | $1.12M | Buy |
+6,751
| New | +$1.12M | 0.78% | 48 |
|
|
2018
Q4 | – | Sell |
-140
| Closed | -$23K | – | 108 |
|
|
2018
Q3 | $23K | Sell |
140
-96
| -41% | -$15.8K | 0.01% | 108 |
|
|
2018
Q2 | $37K | Buy |
236
+96
| +69% | +$15.1K | 0.02% | 106 |
|
|
2018
Q1 | $22K | Hold |
140
| – | – | 0.01% | 109 |
|
|
2017
Q4 | $24K | Hold |
140
| – | – | 0.01% | 124 |
|
|
2017
Q3 | $22K | Hold |
140
| – | – | 0.01% | 93 |
|
|
2017
Q2 | $21K | Buy |
+140
| New | +$21K | 0.01% | 98 |
|
|
2017
Q1 | – | Sell |
-147
| Closed | -$18K | – | 346 |
|
|
2016
Q4 | $18K | Sell |
147
-4,487
| -97% | -$549K | 0.01% | 324 |
|
|
2016
Q3 | $524K | Buy |
4,634
+4,459
| +2,548% | +$504K | 0.22% | 71 |
|
|
2016
Q2 | $21K | Buy |
175
+121
| +224% | +$14.5K | 0.01% | 294 |
|
|
2016
Q1 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 160 |
|
|
2015
Q3 | – | Sell |
-18
| Closed | -$2K | – | 188 |
|
|
2015
Q2 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 177 |
|
|
2015
Q1 | – | Sell |
-933
| Closed | -$53K | – | 117 |
|
|
2014
Q4 | $53K | Buy |
+933
| New | +$53K | 0.04% | 66 |
|