Probity Advisors’s McDonald's MCD Stock Holding History

Probity Advisors’s Portfolio MCD Stock Details MCD Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.27M	Sell	4,334 -110	-2%	-$32.1K	0.22%	77
2025 Q1	$1.39M	Buy	4,444 +61	+1%	+$19.1K	0.27%	69
2024 Q4	$1.27M	Buy	4,383 +29	+0.7%	+$8.41K	0.24%	72
2024 Q3	$1.33M	Sell	4,354 -194	-4%	-$59.1K	0.25%	71
2024 Q2	$1.16M	Sell	4,548 -139	-3%	-$35.4K	0.24%	73
2024 Q1	$1.32M	Sell	4,687 -151	-3%	-$42.6K	0.27%	72
2023 Q4	$1.43M	Sell	4,838 -785	-14%	-$233K	0.31%	64
2023 Q3	$1.48M	Sell	5,623 -482	-8%	-$127K	0.34%	50
2023 Q2	$1.82M	Buy	+6,105	New	+$1.82M	0.4%	42
2022 Q4	$1.73M	Sell	6,573 -226	-3%	-$59.6K	0.39%	45
2022 Q3	$1.57M	Sell	6,799 -191	-3%	-$44.1K	0.39%	42
2022 Q2	$1.73M	Buy	6,990 +24	+0.3%	+$5.93K	0.4%	42
2022 Q1	$1.72M	Sell	6,966 -276	-4%	-$68.3K	0.36%	50
2021 Q4	$1.94M	Sell	7,242 -101	-1%	-$27.1K	0.38%	49
2021 Q3	$1.77M	Buy	7,343 +124	+2%	+$29.9K	0.37%	53
2021 Q2	$1.67M	Buy	7,219 +17	+0.2%	+$3.93K	0.35%	54
2021 Q1	$1.61M	Buy	+7,202	New	+$1.61M	0.36%	54
2020 Q3	$1.23M	Buy	5,613 +462	+9%	+$101K	0.35%	57
2020 Q2	$950K	Buy	5,151 +1,144	+29%	+$211K	0.29%	69
2020 Q1	$663K	Buy	4,007 +493	+14%	+$81.6K	0.24%	78
2019 Q4	$694K	Sell	3,514 -18	-0.5%	-$3.56K	0.21%	91
2019 Q3	$758K	Sell	3,532 -46	-1%	-$9.87K	0.25%	83
2019 Q2	$743K	Sell	3,578 -419	-10%	-$87K	0.25%	83
2019 Q1	$759K	Sell	3,997 -15	-0.4%	-$2.85K	0.26%	78
2018 Q4	$712K	Sell	4,012 -27	-0.7%	-$4.79K	0.26%	73
2018 Q3	$676K	Buy	4,039 +62	+2%	+$10.4K	0.22%	85
2018 Q2	$623K	Buy	3,977 +106	+3%	+$16.6K	0.22%	88
2018 Q1	$605K	Buy	3,871 +112	+3%	+$17.5K	0.21%	88
2017 Q4	$647K	Sell	3,759 -55	-1%	-$9.47K	0.23%	86
2017 Q3	$598K	Sell	3,814 -38	-1%	-$5.96K	0.22%	78
2017 Q2	$590K	Sell	3,852 -1	-0%	-$153	0.22%	82
2017 Q1	$499K	Sell	3,853 -12	-0.3%	-$1.55K	0.19%	90
2016 Q4	$470K	Sell	3,865 -3	-0.1%	-$365	0.2%	91
2016 Q3	$446K	Buy	3,868 +27	+0.7%	+$3.11K	0.19%	92
2016 Q2	$462K	Buy	+3,841	New	+$462K	0.21%	90